Alan Yu

Alan Yu Email and Phone Number

Branch Support Leader at BMO Investment Centre @ BMO Investments Inc.
chicago, illinois, united states
Alan Yu's Location
Canada, Canada
Alan Yu's Contact Details

Alan Yu work email

Alan Yu personal email

Alan Yu phone numbers

About Alan Yu

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

Alan Yu's Current Company Details
BMO Investments Inc.

Bmo Investments Inc.

View
Branch Support Leader at BMO Investment Centre
chicago, illinois, united states
Employees:
289
Alan Yu Work Experience Details
  • Bmo Investments Inc.
    Branch Support Leader
    Bmo Investments Inc. Jan 2021 - Present
    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.
    View
  • Bmo Investments Inc.
    Assistant Manager
    Bmo Investments Inc. Dec 2015 - Present
    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.
    View
  • Bmo Investments Inc.
    Investment Specialist
    Bmo Investments Inc. Jun 2012 - Dec 2015
    Meadowvale Customer Contact Centre
    Assisted customers in managing their investment portfolio and helped to recommend solutions that would meet their needs.
    View
  • Bmo
    Direct Banking Manager
    Bmo Sep 2007 - May 2012
    Toronto, Canada Area
    Responded to inbound customer calls in order to provide the best service, resolve complaints, and generate sales.
    View
  • Top Class Education Centre
    Mathematics Instructor
    Top Class Education Centre Jan 2007 - Oct 2007
    Mississauga
    Tutored grade 1 - 12 level math, and helped prepare lessons and worksheets. Helped to teach specialized classes for upper year high school students.
  • Mcbc Summer Day Camp
    Counsellor'S Assistant
    Mcbc Summer Day Camp Jun 2005 - Aug 2005
    Mississauga
    Supervised children and worked with staff in the day-to-day operations of the day camp.

Alan Yu Skills

Investments Teamwork Microsoft Excel Banking Relationship Management Microsoft Office Customer Service Mutual Funds Management Sales Financial Services Project Management Risk Management Finance

Alan Yu Education Details

Frequently Asked Questions about Alan Yu

What company does Alan Yu work for?

Alan Yu works for Bmo Investments Inc.

What is Alan Yu's role at the current company?

Alan Yu's current role is Branch Support Leader at BMO Investment Centre.

What is Alan Yu's email address?

Alan Yu's email address is al****@****bmo.com

What is Alan Yu's direct phone number?

Alan Yu's direct phone number is +164761*****

What schools did Alan Yu attend?

Alan Yu attended University Of Waterloo, University Of Toronto Mississauga, University Of Waterloo.

What are some of Alan Yu's interests?

Alan Yu has interest in The Gathering, Magic.

What skills is Alan Yu known for?

Alan Yu has skills like Investments, Teamwork, Microsoft Excel, Banking, Relationship Management, Microsoft Office, Customer Service, Mutual Funds, Management, Sales, Financial Services, Project Management.

Not the Alan Yu you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.