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William Huynh Email & Phone Number

Specialist, Client Service Operations at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Location: Edmonton, Alberta, Canada 7 work roles 1 school
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Current company
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Role
Specialist, Client Service Operations
Location
Edmonton, Alberta, Canada
Company size
152 employees

Who is William Huynh? Overview

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William Huynh is listed as Specialist, Client Service Operations at Connor, Clark & Lunn Private Capital Ltd. (CC&L), a with 152 employees, based in Edmonton, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for William Huynh.

William Huynh previously worked as Private Client Operational Intern at Connor, Clark & Lunn Private Capital Ltd. (Cc&L) and Compliance Analyst at Canadian Western Bank. William Huynh holds Bachelor Of Commerce - Bcom, Finance from University Of Alberta.

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Connor, Clark & Lunn Private Capital Ltd. (CC&L)

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Profile bio

About William Huynh

I’m an undergraduate finance student at the Alberta School of Business. Over the past year, I have been preparing for a career in investment management. I have passed CFA L1 and plan to sit for L2 next year. I am eager to leverage the analytical, financial knowledge, and problem-solving skills I have developed through my studies.I am committed to continuous learning and growth in a quantitative field. With ambitions to work in dynamic, ever-changing environments, I aspire to use data to make objective decisions that positively contribute to the success of my team.I am open to collaboration and networking on industry topics, shared interests, or hobbies. Let’s connect!

Current workplace

William Huynh's current company

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Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Connor, Clark & Lunn Private Capital Ltd. (Cc&L)
Specialist, Client Service Operations
Edmonton, AB, CA
Website
cclprivatecapital.com
Employees
152
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Company profile
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7 roles

William Huynh work experience

A career timeline built from the work history available for this profile.

Private Client Operational Intern

Current
Connor, Clark & Lunn Private Capital Ltd. (Cc&L)

Edmonton, Alberta, Canada

I aim to provide exemplary operational support, collaborating with client service and back-office teams to ensure fast and accurate client administration, effective process execution and seamless onboarding experience for affluent Canadians and their families, foundations and other not-for-profit organizations.Using exceptional communication and attention to detail, I work in multiple software environments to enter data and maintain its integrity, prepare and organize client documentation, open new accounts, and facilitate the transfer of client assets from the delivering institution. In addition, I ensure all client documentation meets compliance requirements by understanding the platform of investment products, services, and regulatory requirements.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms.

May 2024 - Present

Team Lead

The Alley

Edmonton, Alberta, Canada

Jun 2021 - Jan 2023
Team & coworkers

Colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Other employees you can reach at cclprivatecapital.com. View company contacts for 152 employees →

BH Brandon Hutchison Brandon Hutchison Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Dorchester, Ontario, Canada View → SS Steve Satov Steve Satov Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada View → BP Blake Pingue Blake Pingue Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada View → NL Nathan Leveille, Cfa, Qafp Nathan Leveille, Cfa, Qafp Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Edmonton, Alberta, Canada View → SR Stephen Roberts Stephen Roberts Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Vancouver, British Columbia, Canada View → CD Catherine Dorazio Catherine Dorazio Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Greater Vancouver Metropolitan Area, Canada View → JT Justin Tsang Justin Tsang Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Greater Vancouver Metropolitan Area, Canada View → AS Anushka S. Anushka S. Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Markham, Ontario, Canada View → CH Chantelle Hempseed Chantelle Hempseed Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Edmonton, Alberta, Canada View → KR Kimberly Rosario Kimberly Rosario Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Canada View →
1 education record

William Huynh education

FAQ

Frequently asked questions about William Huynh

Quick answers generated from the profile data available on this page.

What company does William Huynh work for?

William Huynh works for Connor, Clark & Lunn Private Capital Ltd. (CC&L).

What is William Huynh's role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)?

William Huynh is listed as Specialist, Client Service Operations at Connor, Clark & Lunn Private Capital Ltd. (CC&L).

Where is William Huynh based?

William Huynh is based in Edmonton, Alberta, Canada while working with Connor, Clark & Lunn Private Capital Ltd. (CC&L).

What companies has William Huynh worked for?

William Huynh has worked for Connor, Clark & Lunn Private Capital Ltd. (Cc&L), Canadian Western Bank, Lemon Heaven / Cin City Donuts, The Alley, and Northgate Music School.

Who are William Huynh's colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L)?

William Huynh's colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L) include Brandon Hutchison, Steve Satov, Blake Pingue, Nathan Leveille, Cfa, Qafp, and Stephen Roberts.

How can I contact William Huynh?

You can use AeroLeads to view verified contact signals for William Huynh at Connor, Clark & Lunn Private Capital Ltd. (CC&L), including work email, phone, and LinkedIn data when available.

What schools did William Huynh attend?

William Huynh holds Bachelor Of Commerce - Bcom, Finance from University Of Alberta.

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