Tracy Khoo Email
Onboarding Manager @ Vesta Wealth Partners Ltd.
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Tracy Khoo Location
- Canada
Tracy Khoo Work
- 2025 -now Onboarding Manager @
- 2024 -2025 Operations Manager @
- 2022 -2024 Onboarding Associate @
- 2021 -2022 Operations Associate @
- 2019 -2021 Portfolio Administrator @
- 2016 -2019 Global Equities Analyst @
- 2014 -2016 Portfolio Operations Analyst @
- 2013 -2014 Portfolio Administrator @
- 2012 -2013 Licensed Investment Representative @
- 2011 -2012 Financial Advisor - Investments @
- 2004 -2011 Service and Support Officer @
Tracy Khoo Education
- Canadian Securities Institute
Bachelor's degree
- Carleton University
Tracy Khoo Skills
- Family Offices
- Operations Administration
- Operations Management
- Software as a Service (SaaS)
- SaaS Development
- Cash Management
- Treasury Management
- PnL Management
- Corporate Actions
- Information Technology
- Clear Communications
- Attention to Detail
- High-Net-Worth Individuals (HNWI)
- Commission management
- IT Service Management
- IT Operations
- Alternative Solutions
- Investments
- Portfolio Management
- Hedge Funds
- Leadership
- Youth Development
- Banking
- Economics
- Stock Market
- Account Management
- Sales
- Stock Trading
- Teaching
- Mortgage Banking
- Chinese
- Financial Modeling
- Reorganisation
- Bloomberg
- Mortgage Lending
- Credit Risk
- Translation
- Trade Finance
- Finance
- Team Leadership
- Office Administration
- Administrative Assistants
- Bank Reconciliation
- Creative Writing
- Compliance
- Equities
- Mutual Funds
- Microsoft Office
- Stocks
- Microsoft Excel
- Risk Management
- Training
- Employee Training
- Customer Support
- Back Office
- Gic
- Private Equity
- Supervising
- Phone Etiquette
- Investment Banking
- HR Policies
- ETFs
- Marketing Communications
- Trading
- Project Management
- Retail Banking
- KYC
- Loans
- Estate Planning
- Customer Relationship Management Crm
- Customer Experience
- Anti Money Laundering
- Working with Brokers
- Commissioning Management
- Customer Retention
- Microsoft SQL Server
- Derivatives
- Customer Focused Service
- Group Insurance
- Prime Brokerage
- Financial Services
- Excel Pivot
- Asset Management
- SQL
- Trading Systems
- Salesforce.com Development
- Securities
- Investment Management
- Customer Relationship Management
Tracy Khoo Summary
- Tracy Khoo, based in Canada, is currently a Onboarding Manager at Vesta Wealth Partners Ltd.. Tracy Khoo brings experience from previous roles at Vesta Wealth Partners Ltd., LightPoint Financial Technology, Grayhawk Wealth and Newport Private Wealth. Tracy Khoo holds a Bachelor's degree @ Canadian Securities Institute. With a robust skill set that includes Family Offices, Operations Administration, Operations Management, Software as a Service (SaaS), SaaS Development and more. Tracy Khoo has 1 emails on RocketReach.
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