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Lewis Hwang, CFA

Lewis Hwang, CFA

Administrative Assistant

Followers of Lewis Hwang, CFA821 followers
location of Lewis Hwang, CFAToronto, Ontario, Canada

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  • Timeline

  • About me

    Vice President, Investment Products

  • Education

    • Richard Ivey School of Business

      -
      Honours Bachelor of Arts (H.B.A.) Accounting and Business/Management

  • Experience

    • Canada Mortgage and Housing Corporation CMHC / Société canadienne d'hypothèques et de logement SCHL

      Sept 2010 - Dec 2011
      Administrative Assistant

    • LG Electronics

      Sept 2012 - Oct 2014
      Senior Financial Analyst

    • Rogers Communications

      Oct 2014 - Nov 2015
      Senior Financial Analyst

    • TD

      Nov 2015 - Jun 2022

      • Manage multiple TD Wealth programs supporting multi-billion platform and achieve double-digits YoY growth by delivering better services and innovative products for clients in TD Wealth• Initiate various end-to-end strategic projects from designing to managing new product & platform strategies and roadmaps to bolster competitiveness• Enable the sales pipeline for Financial Planners through strategic plans and resources with key stakeholders across our businesses to achieve target and maximize clients' satisfaction • Create and deliver product and project presentations to executive leaders and sales teams Show less

      • Product Manager, TD Wealth Fee-based Platform

        Jun 2020 - Jun 2022

      • Product Manager, TD Wealth, Privately Managed Portfolios

        Nov 2019 - Jun 2020

      • Manager, TD Wealth Products & Services

        Apr 2018 - Nov 2019

      • Senior Analyst, TD Wealth Products & Services

        Nov 2015 - Apr 2018

    • BMO Financial Group

      Jun 2022 - Sept 2024
      Senior Manager

    • Primerica

      Sept 2024 - now
      Vice President Investment Products

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Dec 2019

  • Honors & Awards

    • Awarded to Lewis Hwang, CFA
      Quarterly MERIT & STAR award - Nov 2021
    • Awarded to Lewis Hwang, CFA
      Quarterly MERIT & STAR Award Q3 - August 1, 2019
    • Awarded to Lewis Hwang, CFA
      Annual MERIT & STAR Award - Nov 2017
    • Awarded to Lewis Hwang, CFA
      Quarterly MERIT & STAR Award - Aug 2017
    • Awarded to Lewis Hwang, CFA
      LG No.1 Award LG Electronics Jul 2014 Recognition for demonstrating the CEO's vision of "Hungry & Humble " 1st Quarter - Winner