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Jerry Wang is listed as Account Administrator Officer Intern | Financial Modelling, Data Analysis based in Greater Ottawa Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Jerry Wang.
Jerry Wang previously worked as Account Administrator Officer Intern at Md Financial Management | Gestion Financière Md and Customer Service Representative at Farm Boy Inc.. Jerry Wang holds Bachelor Of Commerce - Bcom, Finance, General, 3.5 from Carleton University.
As a Bachelor of Commerce graduate at Carleton University, my academic journey in finance is complemented by hands-on experience as an Account Administrator Intern at MD Financial Management. There, I honed my attention to detail by managing over 200 account openings and funding, ensuring stringent compliance with KYC documentation.My commitment to operational excellence led to a 40% reduction in account maintenance turnaround, evidencing my analytical skills and ability to improve processes. With a repertoire of practical experiences and a foundation in finance education, I am driven to contribute to and grow within the financial sector, always prioritizing client satisfaction and compliance integrity.
A career timeline built from the work history available for this profile.
Ottawa, Ontario, Canada
• Owned end-to-end analytics workflows for opening and funding 200+ multi-asset accounts, collaborating cross-functionally to improve KYC verification and increase authorization success by 70%.• Proactively reduced operational inefficiencies by streamlining management of 400+ accounts, handling transfers and inquiries, and cutting turnaround time by 40%.
Ottawa, Ontario, Canada
• Engaged with customers using tech-enhanced tools to plan orders and offer recommendations, improving customer satisfaction by 15%.• Managed inventory for 40+ products using tech-enabled systems, ensuring freshness and availability.
• Implemented A/B testing on marketing campaigns to identify the most effective messaging and channels, boosting event awareness and lead generation by 26%.• Analyzed campaign performance metrics to inform strategic outreach, generating over 5,000 industry leads through data-driven insights.• Utilized Salesforce to unify customer data, improving sales tracking and increasing client retention by 18%.
• Analyzed complex financial data of 50+ institutional investors to enhance asset allocation insights, contributing to a data-driven culture by enriching the company database.• Developed scalable analytics solutions using advanced SQL, improving performance metrics and report generation efficiency by 30%.• Used advanced Excel and SWFI system to manage AUM data, increasing database accuracy and detail by 20%.
Ottawa, Ontario, Canada
• Conducted A/B testing on digital ad campaigns to optimize content and placement, increasing lead generation by 12%.• Analyzed website user behaviour to implement A/B tests on site navigation, resulting in a 2x improvement in UI navigation ease.• Managed office operations by building relationships with 15+ stakeholders and brokers while also handling administrative tasks.
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Jerry Wang is listed as Account Administrator Officer Intern | Financial Modelling, Data Analysis.
Jerry Wang is based in Greater Ottawa Metropolitan Area, Canada.
Jerry Wang has worked for Md Financial Management | Gestion Financière Md, Farm Boy Inc., Insurtech Ny, Sovereign Wealth Fund Institute Inc., and Remax Hallmark Realty Ltd., Brokerage.
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Jerry Wang holds Bachelor Of Commerce - Bcom, Finance, General, 3.5 from Carleton University.
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