Henry Le, MBA

Wholesale Client Services

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Canada

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Timeline
About me
Director, Corporate Client Group at RBC
Education
- Schulich School of Business - York University
  -
  Master of Business Administration - MBA Finance - Financial Management
  Finance Specialization (Financial Management)Corporate Relations Director, Graduate Business Council (GBC)Member, Schulich Finance Association (SFA)Graduate AmbassadorMember, Dean’s Honour ListA+ in Strategy Field Study (601)
- University of Sydney
  -
  Bachelor of Commerce Accounting and Finance
  Membership Director, Financial Management Association of Australia (FMAA)
Experience
- CommSec
  Dec 2008 - Dec 2010
  Wholesale Client Services
  Provided front office support to CommSec's wholesale clients. Specialised in Equities, Exchange Traded Options, OTC CFDs and Margin Lending.
- RBS Morgans Limited
  Feb 2011 - Jul 2011
  Associate Investment Adviser
  Worked with an Investment Adviser in managing existing investment portfolios and developing new business, specialising in Australian equities, options, warrants, corporate placements and IPOs.
- BMO Capital Markets
  Nov 2011 - Aug 2014
  Senior Analyst, Listed Derivatives
  Worked in the Derivatives clearing business of BMO Capital Markets servicing institutional Canadian & U.S. clients looking to trade Futures & Options in various derivatives and commodity exchanges in North America, Europe and Asia Pacific regions.
- BMO Financial Group
  Sept 2014 - Feb 2017
  Financial Analyst, Wealth Management Finance
  Member of the Canadian Wealth Management Finance team responsible for financial reporting and analysis as well as planning and forecasting to support strategic decision making.
- Graduate Business Council at Schulich School of Business
  Apr 2018 - Apr 2019
  Director, Corporate Relations
  Led a team of 11 masters-level students with the goal to maximize funding for student-run events and initiatives through corporate sponsorship.Sponsors included RBC Ventures, TD Insurance, Yoga Tree, Georgian Bay Spirit Co., Labatt Brewing Company, Marvonnay, Passmax CFA Exam Prep, Kind Bars, Mindful Snacks, Ronnie Hew - Homelife Realty, EllisDon and McEwen Mining.
- RBC
  Jul 2019 - now
  A highly selective two-year Leadership Development Program (LDP), consisting of four rotations spanning six-months each, sponsored by the bank CFO and designed to groom future leaders within the bank.Rotation #1 - Canadian Banking Finance - Cards, Payments and BankingRotation #2 - Corporate Treasury - Wholesale Funds Transfer PricingRotation #3 - Corporate Banking - Non Payment InsuranceRotation #4 - Enterprise Decision Support
  - Director, Business Performance, Corporate Client Group
    Aug 2024 - now
  - Senior Manager, Canadian Banking Finance - Private Banking
    Jul 2021 - Aug 2024
  - Associate, Leadership Development Program - Finance
    Jul 2019 - Jul 2021
Licenses & Certifications
- Accredited Derivatives Adviser Level 2
  Kaplan Professional
  Jan 2010
- RG146
  Securities & Derivatives Industry Association (SDIA)
  Jan 2009
- Bloomberg Market Concepts
  Bloomberg LP
  Apr 2020
- Canadian Securities Course
  Canadian Securities Institute (CSI)
  Nov 2016
- DCF Valuation Analysis
  The Marquee Group
  Mar 2019
- Python for Finance Professionals
  The Marquee Group
  May 2020
- Financial Modelling
  The Marquee Group
  Feb 2019
Volunteer Experience
- Graduate Ambassador
  Issued by Schulich School of Business - York University on Mar 2018
  Associated with Henry Le, MBA
- JA Member
  Issued by JA Central Ontario on Dec 2016
  Associated with Henry Le, MBA
- Membership Director
  Issued by Financial Management Association of Australia (FMAA) on Nov 2005
  Associated with Henry Le, MBA