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Helen Su Location
Toronto, ON, CA
Helen Su Work
Sales Business Development @ (June 2024 - Present)
Relationship Manager @ (October 2022 - July 2024)
Strategic Account Manager @ (January 2018 - September 2022)
Product Consultant @ (June 2015 - January 2018)
AVP, Prime Brokerage Margin and Risk @ (May 2010 - November 2014)
eCommerce Implementations and Client Services @ (July 2007 - May 2010)
Options and Fixed Income Specialist @ TD Waterhouse Discount Brokerage (January 2005 - March 2007)
Helen Su Education
University of Toronto
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
2000-2004
Helen Su Skills
Stakeholder Engagement
Sales
Business Development
New Business Generation
Business-to-Business (B2B)
SaaS Sales
Account Planning
Business Relationship Management
Customer Satisfaction
Customer Relationship Management (CRM)
Commercial Focus
Solution Selling
Consultative Selling
Strategic Planning
High-Level Relationship Management
Strategic Communications
Contract Negotiation
Collaborative Problem Solving
Prime Brokerage
Equities
Fixed Income
Investment Banking
Financial Risk
Anti Money Laundering
Mutual Funds
Options
Bloomberg
Portfolio risk assessment
global markets electronic platforms
client onboarding
alpha capture
monetization of research
Margin financing
KYC
AML
Asset Management
Portfolio Management
Risk Management
Financial Technology
JavaScript
Software as a Service (SaaS)
Leadership
Software As A Service Saas
Derivatives
Project Management
Software as a Service
Helen Su Summary
Helen Su, based in Toronto, ON, CA, is currently a Sales Business Development at Coremont. Helen Su brings experience from previous roles at Coremont, Enfusion, LLC, Enfusion Systems and Bank of America-Merrill Lynch. Helen Su holds a 2000 - 2004 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ University of Toronto. With a robust skill set that includes Stakeholder Engagement, Sales, Business Development, New Business Generation, Business-to-Business (B2B) and more. Helen Su has 3 emails and 1 mobile phone numbers on RocketReach.
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