Eason Ye, CFP®

Experience

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  Liling Boutique

  Feb 2010 - Sept 2013

  Manager

  · Provided friendly and accurate check-out services· Trained sales staff· Managing inventory· Designing effective liquidation and loss prevention methods

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  Cheungs advertising

  Sept 2013 - Dec 2013

  Advertising Sales Representative

  -Acquire new clients (B2B) by going door to door-Communicate effectively with clients with different cultural backgrounds providing advertising services.-Create strong client relationships in order to maintain company's reputation.-Achieved sales targets and customer satisfaction.

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  Danier Leather

  May 2015 - Feb 2016

  Sales Associate

  · Identifying customer wants and needs through verbal communication· Achieving periodical sales targets and customer satisfaction· Creating and maintaining client relationships· Daily support to management team in maintaining high volume retail products

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  Edward Jones

  Aug 2016 - Dec 2017

  Financial Advisor

  I developed personal financial strategies for clients covering cash management, insurance coverage, investments, retirement and estate planning; analyze clients' financial records, set goals and developed a financial plan; advised clients on implementing the financial plan to help them achieve their goals; monitored portfolios to ensure they are on track with the plan.

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  TD

  Jan 2018 - now

  Senior Financial Planner at TD Wealth Financial Planning

  At TD Wealth Financial Planning, we offer you a complete range of investment and wealthmanagement services. We recognize that financial needs vary throughout your life and thatyour personal goals evolve over time. We’re here to help you take care of all your wealthconsiderations so that you and your family can stay on track through any of life’s transitions.