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David Lai Location
Vancouver, BC, CA
David Lai Work
2023 -now Branch Manager @
2021 -2023 Advice and Service Effectiveness Coach, Investments, Deposits and Day to Day @
2018 -2021 Branch Manager @
2013 -2018 Senior Financial Advisor @
2012 -2013 Manager, Personal Banking @
2008 -2012 Business Banking Advisor @
2006 -2007 Investment Executive @
2003 -2006 Financial Advisor @
1999 -2003 Customer Service Representative @
David Lai Education
Simon Fraser University
Bachelor of Arts (Economics)
1994-1998
Cariboo Hill Secondary School 1989-1994
David Lai Skills
Strategic Financial Planning
Retail Banking
Mutual Funds
Asset Management
Mortgage Lending
Investments
Retirement Planning
Marketing
Customer Service
Business Development
Business Intelligence
Personal Financial Planning
Business Analysis
David Lai Summary
David Lai, based in Vancouver, BC, CA, is currently a Branch Manager at Scotiabank. David Lai brings experience from previous roles at Scotiabank. David Lai holds a 1994 - 1998 Bachelor of Arts in Economics @ Simon Fraser University. With a robust skill set that includes Strategic Financial Planning, Retail Banking, Mutual Funds, Asset Management, Mortgage Lending and more. David Lai has 2 emails and 1 mobile phone numbers on RocketReach.
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