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David Lai Location
Vancouver, BC, CA
David Lai Work
Branch Manager @ (July 2023 - Present)
Advice and Service Effectiveness Coach, Investments, Deposits and Day to Day @ (April 2021 - July 2023)
Branch Manager @ (April 2018 - April 2021)
Senior Financial Advisor @ (October 2013 - April 2018)
Manager, Personal Banking @ (March 2012 - October 2013)
Business Banking Advisor @ (January 2008 - February 2012)
Investment Executive @ (July 2006 - December 2007)
Financial Advisor @ (April 2003 - June 2006)
Customer Service Representative @ (September 1999 - April 2003)
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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