Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Awards
Publications
Accomplishments
Timeline
Generic

Anzhong Alexander Wong

Burlington,ON

Summary

Salesforce CRM leader with extensive experience in Capital Markets, specializing in application development and user training. Proven expertise in CRM platform app building and administration, driving performance improvements and enhancing team collaboration. Successfully migrated legacy systems to Salesforce Lightning and Financial Services Cloud, ensuring data integrity and high user satisfaction.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Associate Director, Salesforce CRM Global Team Lead

RBC Capital Markets
Toronto, Ontario
01.2019 - 06.2025
  • Managed teams across Toronto, New York, and London to design and develop Salesforce applications for RBC Capital Markets users globally.
  • Resolved user queries, monitored CRM processes, created dashboards, and provided training and support.
  • Analyzed and updated Apex, Visualforce, Lightning components, SQL/SOQL queries, and Linux Java integrations.
  • Designed and implemented Salesforce Case Support System used by CRM Global Support team.
  • Led migration from legacy CRM to Salesforce Financial Services Cloud in collaboration with BAs and developers.
  • Executed contact and account record cleanup by identifying duplicates and enriching data with third-party integrations.
  • Configured ITRS Geneos job monitoring scripts and Control-M batch job schedules for effective process management.
  • Conducted testing and gathered business requirements for CRM Outlook Vendor Plugin to enhance user support.

Intermediate Software Developer

BMO Capital Markets
Toronto, Ontario
01.2017 - 12.2019
  • Managed multiple Salesforce applications and projects for Investment & Corporate Banking and Equity Products.
  • Gathered business requirements to inform design and development processes.
  • Developed applications using Apex, .Net, SQL, Visualforce, Lightning, HTML, and JavaScript.
  • Integrated EP Salesforce with Tier 1 CRM applications (ALM and AEM).
  • Upgraded ALM application to Allegro on EP Salesforce, including data mapping and migration.
  • Migrated from vendor encryption scheme to native Salesforce platform encryption for I&CB Salesforce.
  • Transitioned I&CB Salesforce from Classic to Lightning interface.
  • Created mobile Salesforce application on I&CB Salesforce.

Salesforce Developer

BMO Capital Markets
Toronto, Ontario
11.2014 - 01.2017
  • Developed and supported Salesforce application for Investment & Corporate Banking.
  • Utilized Apex, Visualforce, HTML, and JavaScript to enhance functionality.
  • Created custom Salesforce Outlook Plugin application to improve integration.
  • Implemented Expenses and Expense Code management features in I&CB Salesforce app.
  • Worked with SharePoint, Visual Studio, and Eclipse for development tasks.

Java Developer

FDM
Toronto, Ontario
06.2014 - 11.2014
  • Created application for trading platform utilizing Java, HTML, CSS, and JavaScript.
  • Employed UNIX and SQL for backend development and database management.
  • Utilized Eclipse as integrated development environment for project execution.

Wireless Communications Researcher: Advanced Signal Processing Lab

McMaster University
Hamilton, Ontario
06.2013 - 12.2013
  • Developed algorithms to advance wireless communications research.
  • Conducted mathematical analyses and simulations of MIMO wireless systems using MATLAB.
  • Analyzed wireless systems with MATLAB and C to identify performance enhancements.
  • Authored research reports and academic papers utilizing LATEX for documentation.

Junior RFID Design Engineer

Lyngsoe Systems Canada
Mississauga, Ontario
10.2011 - 04.2013
  • Contributed to design, testing, and validation of Radio Frequency Identification (RFID) tags.
  • Executed quality assurance testing on hardware and software for RFID tag projects.
  • Developed MATLAB and Aspect simulations, scripts, and technical reports for antenna design testing.

Teaching Assistant (TA): CE4T4 Digital Signal Processing, EE4TK4 Digital Communications Systems, EE4TM4 Digital Communications II, CE3S3 Numerical Methods

McMaster University
Hamilton, Ontario
09.2008 - 08.2011
  • Conducted tutorials while preparing instructional materials and marking assignments, midterms, and exams.

Undergraduate Research Assistant in Advanced Signal Processing Lab

McMaster University
Hamilton, Ontario
05.2007 - 08.2008
  • Contributed to algorithm development for wireless communications research.
  • Performed mathematical analysis and MATLAB simulations on MIMO wireless systems.
  • Drafted research reports and papers utilizing LATEX software.

Undergraduate Research Assistant in Digital Logic Lab

McMaster University
Hamilton, Ontario
05.2006 - 08.2006
  • Contributed to digital logic research by designing an MP3 decoder.
  • Developed hardware program simulations utilizing Verilog and VHDL languages.

Education

Master of Applied Science - Wireless Communications

McMaster University
Hamilton, Ontario
06-2011

Bachelor of Engineering, Honours - Electrical Engineering

McMaster University
Hamilton, Ontario
06.2008

Skills

  • Salesforce architecture and app development
  • User training and coaching
  • Team leadership and collaboration
  • Problem solving and decision-making
  • Performance monitoring and analysis
  • Change management strategies
  • CRM design and maintenance
  • Defect resolution and debugging
  • Capital markets workflows
  • Analytical thinking
  • Hiring and training processes
  • Verbal and written communication
  • Business requirements analysis for CRM projects
  • Technical support for applications
  • Software development lifecycle expertise
  • Risk analysis
  • AI knowledge and prompt building
  • Apex, Visualforce, Lightning, JavaScript, HTML proficiency
  • SQL, SOQL, SOSL database skills
  • Quality assurance in testing
  • RFID technology application

Certification

  • Salesforce Certified Platform App Builder
  • Salesforce Developer I Certification
  • Salesforce Certified Data Architect
  • Salesforce Certified Sharing and Visibility Architect
  • Salesforce Application Architect
  • Salesforce Certified Agentforce AI Specialist

Hobbies and Interests

Software Support, Business Analysis, Development and Architecture, AI, Testing, and Validation, Documentation, Designing and Building Reports

Awards

  • NSERC Undergraduate Student Research Award, McMaster University – awarded to students with outstanding academic records conducting research under a supervisor at a university or industry ($4800 annually) (Period Held: May to September, 2006-2008)
  • Senate Award, McMaster University – awarded to students with an outstanding academic record during the previous school year ($800) (Period Held: 2006-2007), University Entrance Scholarship, McMaster University – awarded to students with an outstanding academic record upon their high school graduation ($2000) (Period Held: 2004-2006)
  • MITACS Internship Grant – awarded to Masters or PhD students or graduates with outstanding academic records who wish to pursue academic or industrial internships ($15 000) (Period Held: January – August 2012)

Publications

  • Papers in International Refereed Journals:
  • Wong, A.-Z. and Zhang, J.-K. (2010) Novel rotated quasi-orthogonal space-time block codes with the fixed Nearest neighbor number. IEEE Signal Processing letter vol.10 (October-December, 2010). (Master’s Work)
  • Wong, A.-Z. and Zhang, J.-K. (2011) Complete Characterization of ML-Optimal Precoder for Two-by-Two MIMO Communications. IEEE Signal Processing letter vol.19 (October-December 2011). (Master’s Work)
  • International Refereed Conference Papers:
  • Dan Fang, Wong, A.-Z., Zhang, J.-K., Wong, K.M. (2013) Block-Equal QRS Decomposition of MIMO Channels with ML-Based Successive Cancellation Detection. Proceedings of ICAASP’14 (Florence, Italy). (Continuation of Master’s Work)
  • Wong, A.-Z., and Zhang, J.-K. Novel rotated quasi-orthogonal space-time block codes with the fixed Nearest neighbor number. (2009) Proceedings of ISIT’09, (Seoul, Korea). (Masters Work)
  • Wong, A.-Z., Zhang, J.-K., and Wong, K. M. (2008) Full Diversity Group Decodable Orthogonal Linear Dispersion Codes for MISO Flat Fading Channels. Proceedings of ICAASP’08, (Las Vegas, U.S.A.). (Undergraduate Work)

Accomplishments

  • RBC Leadership Model Award
  • 2 individual quarterly outstanding performance awards
  • 2 team quarterly outstanding performance awards

Timeline

Associate Director, Salesforce CRM Global Team Lead

RBC Capital Markets
01.2019 - 06.2025

Intermediate Software Developer

BMO Capital Markets
01.2017 - 12.2019

Salesforce Developer

BMO Capital Markets
11.2014 - 01.2017

Java Developer

FDM
06.2014 - 11.2014

Wireless Communications Researcher: Advanced Signal Processing Lab

McMaster University
06.2013 - 12.2013

Junior RFID Design Engineer

Lyngsoe Systems Canada
10.2011 - 04.2013

Teaching Assistant (TA): CE4T4 Digital Signal Processing, EE4TK4 Digital Communications Systems, EE4TM4 Digital Communications II, CE3S3 Numerical Methods

McMaster University
09.2008 - 08.2011

Undergraduate Research Assistant in Advanced Signal Processing Lab

McMaster University
05.2007 - 08.2008

Undergraduate Research Assistant in Digital Logic Lab

McMaster University
05.2006 - 08.2006

Master of Applied Science - Wireless Communications

McMaster University

Bachelor of Engineering, Honours - Electrical Engineering

McMaster University
Anzhong Alexander Wong