Tao Sun, CFA, 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