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Jack Wang

Jack Wang

Financial Controlling Analyst

Followers of Jack Wang856 followers
location of Jack WangToronto, Ontario, Canada

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  • Timeline

  • About me

    Private Client Associate | CFA Level II Candidate

  • Education

    • McMaster University

      2019 - 2024
      Honours Bachelours of Commerce - BComm Finance, Innovation

  • Experience

    • ArcelorMittal Dofasco

      May 2022 - Aug 2023
      Financial Controlling Analyst

    • TD

      Sept 2023 - Mar 2024
      Customer Experience Associate

    • Prime Quadrant

      Jun 2024 - now
      Private Client Associate

      Prime Quadrant serves over 225 affluent families across North America and consults on C$23+ billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.

  • Licenses & Certifications

    • Passed CFA L1

      CFA Institute
      Oct 2023
      View certificate certificate

    • DELF Language Proficiency - Level B2

      France Éducation international
      Jan 2019

    • Canadian Securities Course

      Canadian Securities Institute
      Dec 2022
      View certificate certificate

    • French Immersion Certificate

      Ottawa-Carleton District School Board (OCDSB)
      Jun 2019

  • Volunteer Experience

    • Co President - McMaster Chapter

      Issued by Illuminate Universe on Mar 2021
      Illuminate UniverseAssociated with Jack Wang