Daniel Suen Email
Financial Planner at TD Wealth Financial Planning @ E-Logic Info Tech Ltd
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Daniel Suen Location
- Vancouver, BC, CA
Daniel Suen Work
- Financial Planner at TD Wealth Financial Planning @ (February 2020 - Present)
- Regional Vice President, High Net Worth Sales @ (July 2019 - February 2020)
- Branch Manager @ (August 2017 - June 2019)
- Director Of Business Development @ (October 2016 - August 2017)
- Business Development Advisor @ (March 2012 - October 2016)
- Account Manager @ (July 2010 - March 2012)
- Customer Service and Sales Representative @ (July 2009 - July 2010)
- Credit Adjudication Officer @ (September 2008 - July 2009)
Daniel Suen Education
- CFA institute
CFA Exam Level I
2016-2016 - Simon Fraser University
Bachelor of Arts - BA (Economics)
2003-2008
Daniel Suen Skills
- Customer Service
- Strategic Planning
- Sales
- Marketing
- Team Building
- Business Analysis
- Public Speaking
- Event Planning
- Microsoft Office
- Event Management
- Marketing Strategy
- Teamwork
- Contract Negotiation
- New Business Development
- Financial Services
- Strategy
- Banking
- Management
- Business Development
- Project Management
- Analysis
- Negotiation
- Finance
- Financial Analysis
- Risk Management
- Investments
- Team Leadership
- Sales Management
- Account Management
Daniel Suen Summary
- Daniel Suen, based in Vancouver, BC, CA, is currently a Financial Planner at TD Wealth Financial Planning at TD. Daniel Suen brings experience from previous roles at Fisher Investments Canada, G&F Financial Group, Interactive Brokers and Desjardins. Daniel Suen holds a 2016 - 2016 CFA Exam Level I @ CFA institute. With a robust skill set that includes Customer Service, Strategic Planning, Sales, Marketing, Team Building and more. Daniel Suen has 1 emails on RocketReach.
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