Branch Support Leader
CurrentFacilitated the operations of the BMO Investment Centre by responding to internal requests and sales leads, as well as providing regular compliance updates and administrative tracking.
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@bmo.com
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1 phone found area 647
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LinkedIn matched
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Alan Yu is listed as Branch Support Leader at BMO Investment Centre at BMO Investments Inc., a company with 289 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at bmo.com, phone signal with area code 647, and a matched LinkedIn profile for Alan Yu.
Alan Yu previously worked as Branch Support Leader at Bmo Investments Inc. and Assistant Manager at Bmo Investments Inc.. Alan Yu holds Advanced Microsoft Excel, Microsoft Office Suite from University Of Waterloo.
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Registered Investment Sales Representative with BMO Investments Inc. based in the Greater Toronto Area.Currently looking to gain more experience in Investments, Compliance, and Anti-Money Laundering.Specialties: Guaranteed Investments, Mutual Funds, RDSPshttps://www.bmo.com/pdfs/social-media-disclaimer.pdf
Listed skills include Investments, Teamwork, Microsoft Excel, Banking, and 10 others.
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Greater Toronto Area, Canada
Facilitated the operations of the BMO Investment Centre by responding to internal requests and sales leads, as well as providing regular compliance updates and administrative tracking.
Mississauga, Ontario, Canada
Helped manage a team of up to 18 inbound agents to provide best-in-class customer service as well as generate sales revenue and retain assets.
Meadowvale Customer Contact Centre
Assisted customers in managing their investment portfolio and helped to recommend solutions that would meet their needs.
Toronto, Canada Area
Responded to inbound customer calls in order to provide the best service, resolve complaints, and generate sales.
Mississauga
Tutored grade 1 - 12 level math, and helped prepare lessons and worksheets. Helped to teach specialized classes for upper year high school students.
Mississauga
Supervised children and worked with staff in the day-to-day operations of the day camp.
Earned a certificate for course completion
Completed the CMA Accelerated Program and the CMA Entrance Exam
Activities and Societies: UWCCF, UWVSA Engaged with fellow students at weekly meetings of Chinese Christian Fellowship, and planned and.
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Alan Yu works for BMO Investments Inc..
Alan Yu is listed as Branch Support Leader at BMO Investment Centre at BMO Investments Inc..
AeroLeads has found 1 work email signal at @bmo.com for Alan Yu at BMO Investments Inc..
AeroLeads has found 1 phone signal(s) with area code 647 for Alan Yu at BMO Investments Inc..
Alan Yu is based in Canada, Canada, Canada while working with BMO Investments Inc..
Alan Yu has worked for Bmo Investments Inc., Bmo, Top Class Education Centre, and Mcbc Summer Day Camp.
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Alan Yu holds Advanced Microsoft Excel, Microsoft Office Suite from University Of Waterloo.
Alan Yu is listed with skills including Investments, Teamwork, Microsoft Excel, Banking, Relationship Management, Microsoft Office, Customer Service, and Mutual Funds.
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