Customer Service Management

Yuhang (Victor) Li

647-***-**** • ca.linkedin.com/pub/victorli1 • ************@*****.***

CAREER SUMMARY

My goal is to bring value and high impact to an organization and the clients it serves through effectively applying and expanding my

skills, knowledge, and experience as a high-achieving analyst in the banking industry. A banking professional with strong

background in Mathematics and Economics equipped with excellent analytic and quantitative skills. With 3+ years of battleground

experiences working in the banking industry, I am a team player who is revenue driven and prioritizes the benefits of my company

and the clients. I am an extremely self-motivated, focus driven, and hard-working individual who prides himself for high productivity

when it comes to managing deadlines. I am passionate at what I do and strive to achieve top success.

PROFESSIONAL EXPERIENCE

TD BANK, Mississauga, ON Sep 2014 – Nov 2014

Analyst, Wealth Management (Contract)

• Underwrote financial reports to aggressively determine effective wealth distribution for clients and consistently analyzed

data systems and financial models to support clients’ acquisition of information.

• Researched and analyzed clients’ portfolios, industry and market data, and business development opportunities.

• Established new portfolio management reporting system to significantly improve availability and accuracy of financial

data for both clients and management team.

•Provided risk assessment and wealth management support for clients and led with high quality customer service.

• Ensured top compliance with all policies, procedures, and standards for all aspects of the business operational processes.

• Monitored database and system performance metrics, consistently updating them throughout the course of a project life

cycle. Trained new employees in regards to business operations and technical initiatives during rush hours.

Technological Tools: TD Database Software, MS Excel (V-lookups, Pivot Tables), MS Word, MS Outlook

PUROLATOR INC., Mississauga, ON Sep 2013 – July 2014

Data Specialist, Payment Processing (Contract)

.

• Improved operational efficiency of database systems by 12% through effective implementation of process improvement

and multitasking strategies.

• Conducted high quality data analysis including data profiling and mining of required data.

• Operated Purolator database management systems to analyze data and document data requirements and collections.

•Identified root causes of data problems and implemented process improvement initiatives and strategies.

•Administrated informatics and data warehouse, database security, space management and capacity planning.

• Designed, modified, implemented and tested data models and database management systems. Involved the whole life of

projects from kick-off till delivery and consistently prepared all documents related to database.

Technological Tools: Purolator Software – Bantec Database, MS Excel (V-lookups, Pivot Tables), SQL (Data Extraction)

CIBC, Mississauga, ON Sep 2012 – Aug 2013

Analyst, Operations (Contract)

• Developed comprehensive reports, abstracts, and charts to present data and product information for business developments

and client supports.

• Automated data load processes from multiple vendor data sources for high quality data acquisition, integration, analytics,

and reporting.

• Answered queries from other divisions, internal and external auditors, as well as clients and business partners.

• Ensured successful completion of projects within timeline, ensuring requisite quality and budget deliverables.

• Prepared, reviewed, and updated account reconciliations and client account information. Supported system enhancements

and projects while providing effective assistance to the development team.

• Ensured data quality and integrity with compliance to CIBC standards. Supported change and collateral management as

well as resolution of regulatory concerns and findings relating to fraud and governance issues.

Technological Tools: CIBC Database Software, MS Excel (V-lookups, Pivot Tables)

China Village Bank, Shenzhen, China Feb 2012 – Aug 2012

Business Analyst, IT Development

• Conducted research and created relevant reporting data metrics to support strategic business plans and investor relations

activities while providing recommendations to Senior Management.

•Managed, monitored, and analyzed large amounts of data, while reviewing complex document sets.

•Recommended business solutions that satisfy stakeholder needs continually exploring and assessing options for clients.

•Ensured adequate end user documentation and training is provided throughout project lifecycles.

• Effectively translated user manuals in regards to business and system requirements. Conducted quality monthly

performance reports.

• Analyzed and reported on competitive market activity and presence, domestically and internationally.

Technological Tools: CIBC Database Software, MS Excel (V-lookups, Pivot Tables)

Waltz Technology Co., Beijing, China July 2010 – Sep 2010

Software Developer, Flash Development

• Managed the acquisition and development of flash development capabilities and focused on providing solutions clients

can deploy to better assess client enterprise.

• Developed high quality Flash projects using Java with IT team, and conducted research on various retail companies to

produce high-end graphic products.

• Worked with other team members to provide effective IT consulting and consistent technical support for CEO and senior

managers.

• Provided direct support for CEO by translating technical user documents from English to Mandarin.

Technological Tools: Java (Development, Debugging/Troubleshooting), MS Word

EDUCATION

University of Washington Seattle, WA 2007 – 2011

Bachelor of Science in Applied and Computational Math Sciences (ACMS)

PROFESSIONAL CERTIFICATES

CFA – Level I (In Progress)

INTERESTS, HOBBIES & SOCIAL ACTIVITIES

Professional Yu-Gi-Oh Trading Card Game Player – 2013 Toronto Regional Champion, competed at multiple large-scaled

tournaments globally. Coached players around the world with the self-created ProCardGaming system (www.procardgaming.com)

Professional Classical Guitarist – 2002 RCM Gold Medalist, Passed Grade 8 RCM Exam for Guitar, performed internationally.

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