Jessie Liu

Jessie Liu

Audit Associate Internship

Followers of Jessie Liu163 followers
location of Jessie LiuSurrey, British Columbia, Canada

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  • Timeline

  • About me

    Sr. Risk Analyst at TDS

  • Education

    • University of Toronto Mississauga

      -
      Bachelor's degree Finance 3.32/4.0
  • Experience

    • Shanghai Lingfang Public Accountants Co, Ltd

      Jul 2014 - Sept 2014
      Audit Associate Internship
    • GUESS?, Inc.

      Nov 2014 - Mar 2015
      Associate Sales
    • Industrial Securities Co., Ltd.

      May 2015 - Aug 2015
      Associate Investment Advisor Intern
    • Blue Pearl Mortgage Group Inc

      Mar 2017 - Oct 2018
      Executive Assistant
    • TD

      Jan 2019 - Jul 2022
      • Analyst, Wealth Pricing and Profitability

        May 2021 - Jul 2022
      • Financial Planning Associate

        Jan 2019 - May 2021
    • TD Securities

      Jul 2022 - now
      • Sr. Risk Analyst

        Jul 2023 - now
      • Risk Anylst

        Jul 2022 - Jul 2023
  • Licenses & Certifications

    • SAS Certified Specialist: Base Programming Using SAS 9.4

      赛仕软件
      Jun 2020
    • CFA I

      CFA Institute
      Jan 2019
    • SAS Certified Professional: Advanced Programming Using SAS 9.4

      赛仕软件
      Jul 2020
    • Mortgage Broker License

      Mortgage Brokers Association of BC (MBABC)
      Jul 2017
    • CSC

      Canadian Securities Institute (CSI)
      Oct 2018
    • Conduct and Practices Handbook

      Canadian Securities Institute (CSI)
      Mar 2019
  • Volunteer Experience

    • Lunch prepartion and sending

      Issued by Blue Pearl Mortgage Group Inc on Apr 2018
      Blue Pearl Mortgage Group IncAssociated with Jessie Liu
    • People Moving

      Issued by TD on Nov 2019
      TDAssociated with Jessie Liu