Ziwei Luo Email and Phone Number

• Thrived in a fast-paced environment, managing multiple tasks while maintaining attention to detail.• Collaborated with top professionals in financial planning and business banking to deliver customized advice to clients.• Supported the sales team in securing over $600K in investments, including GICs and mutual funds.• Exceeded daily business goals by up to 160%, demonstrating both teamwork and individual initiative.• Recognized for delivering outstanding customer service, earning top customer service recognition in the West Region district.• Communicated effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact.Recognized by TD as the Top Customer Service at the West Region District.

• Led a marketing team to create and execute promotional campaigns, driving engagement for academic events.• Organized networking sessions, case competitions, and speaker series to enhance students' academic growth.

Undergraduate Research Assistant--Applied Research and Business Case Development -A business case will be written on a company affiliated with the ICUBE business accelerator at the Institute for Management & Innovation. -The case focuses on start-up issues faced by the founder(s) and the alternatives presented to them. The case study and teaching notes will be created and then submitted to a publisher (e.g. Ivey Publishing). -Create cross-disciplined business cases with an accompanying data set. The goal is to develop more material to address the increasing demand for working with data and to improve the business decision-making process. -Use lab-based tools to collect, analyze, and present data.-Perform research from academic and professional sources.-Potentially meet with companies, professional associations, and other academic institutions (e.g. members, executives, investors, employees) to assist with interviews and site visits.

• Led a team of 4 to meet tight deadlines on weekly projects assigned by the program mentor.• Collaborated with KPMG IT Consulting to assess the feasibility of Oracle's cloud platform adoption.• Conducted a comprehensive SWOT analysis of Oracle considering COVID-19, assessing potential opportunities and risks.

• Conducted audits of student group financial accounts to ensure compliance and justify further funding.• Reviewed annual audit reports, identifying systematic errors, risk factors, and potential fraud indicators.

Social Media Assistant, work-study position at Summer Aboard Office.

- Wrote and edited long- and short-form copy for blogs, websites, social media, presentations, training materials and more.- Managed several campaigns at once under tight deadlines. Wrote and posted content for company blog, keeping customers updated and engaged.- Checking information and assisting for different department.- Planning daily schedule for general manager.- Planning and organizing all sort of activities.- As a result, I made a contribution to the company official blog that resulted in a 10% increase in customer engagement.