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Anni Wang

Anni Wang

Client Advisor

Followers of Anni Wang41 followers
location of Anni WangWaterloo, Ontario, Canada

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  • Timeline

  • About me

    Fund Accounting Supervisor at CIBC Mellon

  • Education

    • Monarch Park Collegiate

      2008 - 2010
      High School

    • University of Waterloo

      2010 - 2016
      Bachelor’s Degree Economics

      Activities and Societies: Conversation Partner Program

  • Experience

    • RBC

      Oct 2016 - Feb 2017
      Client Advisor

      - Processing daily transactions for the clients in the branch and delivering appropriate advices, solutions, digital enablement and RBC expert referrals to fulfill clients' needs- Contributing to sales goals/team results by representing opportunities and offers to clients- Following to procedures carefully when doing transactions for clients in order to protect clients' behalf

    • CIBC Mellon

      Feb 2017 - now

      • Fund Accounting Supervisor

        Feb 2021 - now

      • Senior Fund Accountant

        Jul 2018 - Feb 2021

      • Fund Accountant

        Feb 2017 - Jul 2018

  • Licenses & Certifications

    • Canadian Security Course

      Canadian Securities Institute (CSI)
      Sept 2016
      View certificate certificate

  • Volunteer Experience

    • Conversation Partner

      Issued by Renison University College on Sept 2015
      Renison University CollegeAssociated with Anni Wang