James Lei Email
Senior Corporate Dealer @ Monex Canada
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James Lei Location
- Vancouver, BC, CA
James Lei Work
- 2024 -now Senior Corporate Dealer @
- 2022 -2024 Senior Corporate Dealer @
- 2020 -2022 Senior Corporate Dealer @
- 2020 -2020 Key Account Dealer @
- 2016 -2020 Corporate Sales Director @
- 2015 -2016 Senior Risk Management Specialist @
- 2013 -2014 Financial Consultant @
- 2009 -2012 Executive Director @ Apices Partners Fund
- 2004 -2012 Owner @ Harvard Consultants Ltd.
- 1999 -2002 Business Manager @ Wing Hang Bank
- 1996 -1999 Business Executive @ Sin Hua Bank
James Lei Education
- Federation University Australia
Master of Business Administration (M.B.A.) (Finance)
2002-2004 - Shantou University
Bachelor of Arts (B.A.) (International Economics and Trade)
1991-1995 - ACCES Employment
Financial Service Connections Program (Customer Service in Financial Service Industry)
2015 - ICIT Canada
Strategic Financial Analysis (Strategic Financial Analysis)
2015 - Investment Banking Institute, Toronto
Financial Modeling & Valuation (Comprehensive )
2013
James Lei Skills
- Private Equity
- Investment Banking
- Venture Capital
- Due Diligence
- Investments
- Corporate Finance
- Project Management
- Corporate Lending
- Relationship Management
- Financial Analysis
- Credit Analysis
- Investor Relations
- Equities
- Financial Modeling
- Capital Markets
- Valuation
- Finance
- Portfolio Management
- Strategy
- Banking
- Management
- Financial Services
- Risk Management
- Mergers & Acquisitions
- Financial Planning
- Analysis
- Wealth Management
- Credit
- Mutual Funds
- Business Planning
- Derivatives
- Business Strategy
- Strategic Planning
- 风险管理
- Treasury
- Mergers and Acquisitions
- Microsoft Office
- Marketing Strategy
James Lei Summary
- James Lei, based in Vancouver, BC, CA, is currently a Senior Corporate Dealer at Monex Canada. James Lei brings experience from previous roles at GPS Capital Markets, LLC, moneycorp Americas, Ebury and EncoreFX. James Lei holds a 2002 - 2004 Master of Business Administration (M.B.A.) in Finance @ Federation University Australia. With a robust skill set that includes Private Equity, Investment Banking, Venture Capital, Due Diligence, Investments and more. James Lei has 2 emails on RocketReach.
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