Wallace Luk Email
Project Manager - Strategy and Business Optimization @ Manulife
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Wallace Luk Location
- Toronto, ON, CA
Wallace Luk Work
- 2022 -now Project Manager - Strategy and Business Optimization @
- 2019 -2022 Officer, Client Service and Operations (Client Delivery Management) @
- 2017 -2019 Officer, Client Services and Operations @
- 2014 -2017 Manager, Client Service and Operations @
- 2017 -2019 Officer, Client Services and Operations @
- 2012 -2013 Senior, Investment Management Representative @
- 2014 -2017 Manager, Client Service and Operations @
- 2013 -2014 Team Lead, Client Service and Operations @
- 2012 -2013 Senior, Investment Management Representative @
- 2013 -2014 Team Lead, Client Service and Operations @
- 2010 -2012 Junior, Investment Management Representative @
- 2010 -2012 Junior, Investment Management Representative @
- 2010 -2010 Personal Banker @
- 2010 -2010 Personal Banker @
- 2010 -2010 Financial Planner @ Capital World Financial
- 2010 -2010 Financial Planner @ Capital World Financial
Wallace Luk Education
- University of Toronto - Rotman School of Management
Bachelor of Commerce (BCom) (Accounting and Finance)
- Chartered Professional Accountants of Canada (CPA Canada)
CPA, CMA
2014 - Institute of Project Management
PMP
2020
Wallace Luk Skills
- Financial Analysis
- Financial Modeling
- Financial Reporting
- IFRS
- Mutual Funds
- Accounting
- Strategic Financial Planning
- Investments
- Valuation
- Microsoft Excel
- Investment Strategies
- Retirement Planning
- Client Liaison
- Manage Client Relationships
- Financial Services
- CMA
- Client Services
- Finance
- Strategic Planning
- Microsoft Office
- Credit
- Investment Management
Wallace Luk Summary
- Wallace Luk, based in Toronto, ON, CA, is currently a Project Manager - Strategy and Business Optimization at Manulife. Wallace Luk brings experience from previous roles at State Street. Wallace Luk holds a Bachelor of Commerce (BCom) in Accounting and Finance @ University of Toronto - Rotman School of Management. With a robust skill set that includes Financial Analysis, Financial Modeling, Financial Reporting, IFRS, Mutual Funds and more. Wallace Luk has 2 emails on RocketReach.
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