Tao Sun, CFA, MBA

Tao Sun, CFA, MBA

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location of Tao Sun, CFA, MBABrampton, Ontario, Canada

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  • Timeline

  • About me

    Client Service Associate at TD Wealth Private Investment Advice

  • Education

    • Hebei University of Technology

      2006 - 2010
      Bachelor's degree Electronic Science and Technology

      Activities and Societies: I was a member of the table tennis association and I won some matches.

    • McMaster University

      2018 - 2020
      Master's degree MBA
  • Experience

    • Agricultural Bank of China

      Sept 2010 - Aug 2017

      1) Conducted daily operations of $1.3 billion in financial assets by performing due diligence, financial statement analysis and deal execution;2) Conducted credit analysis by calculating capital demand and risk exposure, modelling cash flows, analyzing different scenarios and performing stress tests;3) Facilitated interactions among 6 internal departments within Agricultural Bank of China and 8 corporate clients; Provide individual customers with customized and comprehensive financial solutions based on my solid knowledge of financial planing and banking products.

      • Corporate Credit Analyst

        Jan 2013 - Aug 2017
      • Financial Advisor

        Sept 2010 - Jan 2013
    • McMaster University

      Jan 2020 - Apr 2020
      Graduate Teaching Assistant

      • Lead tutorials to present functions of Bloomberg and Reuters• Hold regular TA hours, grade exams and offer advise students

    • TD Direct Investing (Europe)

      Jun 2020 - May 2022
      Investment Representative
    • TD

      Jun 2022 - now
      Client Services Associate at TD Wealth Private Investment Advice
  • Licenses & Certifications

    • Derivatives Fundamentals and Options Licensing Course (DFOL)

      Canadian Securities Institute
      Mar 2021
      View certificate certificate
    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Oct 2020
      View certificate certificate
    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Sept 2020
      View certificate certificate
    • Financial Modeling Foundations

      LinkedIn
      Dec 2019
      View certificate certificate
    • Chartered Financial Analyst (CFA)

      CFA Institute
      May 2024
    • Certificate of Completion

      Bloomberg
      Nov 2018
      View certificate certificate
  • Volunteer Experience

    • Customer Service and Merchandising

      Issued by Habitat for Humanity Halton-Mississauga on Sept 2019
      Habitat for Humanity Halton-MississaugaAssociated with Tao Sun, CFA, MBA