Financial Advisor @ (February 2019 - January 2022)
Senior Financial Services Representative @ (September 2017 - February 2019)
Financial Services Representative @ (June 2016 - September 2017)
Sales and Leasing Consultant @ (October 2012 - November 2015)
Sales Demonstrator @ (April 2007 - February 2011)
Ted Yang Education
University of Toronto
Honours Bachelor of Arts
2007-2012
Ted Yang Skills
Branch Operation
Cash Flow Management
Client Relations
Client Relationships Strengthening
Coaching & Mentoring
Customer Relations
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Engagements
Financial Planning
Financial Services
Investment Advisory
Leveraging Strategic Partnerships
Mentoring
Mutual Funds
Personal Banking
Personal Financial Planning
Problem Solving
Retail Sales
Risk Operations
Sales Management
Sales Management Coaching
Sales Presentations
Sales Process
Strategic Negotiations
Team Leadership
Microsoft Office
Computer Proficiency
Word Processing
Management
Editing
Microsoft Word
Project Management
Social Media
Ted Yang Summary
Ted Yang, based in Toronto, ON, CA, is currently a Senior Financial Advisor at CIBC. Ted Yang brings experience from previous roles at CIBC and Volkswagen Richmond Hill. Ted Yang holds a 2007 - 2012 Honours Bachelor of Arts @ University of Toronto. With a robust skill set that includes Branch Operation, Cash Flow Management, Client Relations, Client Relationships Strengthening, Coaching & Mentoring and more. Ted Yang has 3 emails on RocketReach.
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