Summary
Overview
Work History
Education
Skills
Languages
Timeline
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BOWEN YANG

BOWEN YANG

Ottawa,ON

Summary

Dynamic Financial Advisor with a proven track record at Guosen Securities Company, excelling in relationship management and investment strategy formulation. Leveraged analytical skills to deliver tailored financial solutions, ensuring compliance and client education. Additionally, as a Data Administrator at Eastman Kodak, optimized data processes using SQL and Excel, enhancing reporting efficiency and data integrity.

Overview

11
11
years of professional experience

Work History

Financial Advisor

Guosen Securities Company
07.2019 - 02.2024
  • Identified and attracted potential clients while nurturing strong relationships.
  • Provided personalized investment services to meet client needs.
  • Delivered professional financial advice and assisted with securities transactions.
  • Monitored market trends, analyzed data, and formulated investment recommendations.
  • Ensured regulatory compliance and educated clients on associated risks.
  • Implemented effective risk management strategies to safeguard investments.

Data Administrator

Eastman Kodak Company
04.2013 - 04.2014
  • Maintained and updated large volumes of data in SAP and Microsoft Excel, ensuring accuracy and consistency.
  • Utilized auto-fill tools and Excel macros to streamline workflows and minimize manual input.
  • Conducted regular data audits to identify errors, enhancing overall data reliability.
  • Produced clean, organized data reports for internal teams as required.
  • Adhered to strict data security protocols to uphold confidentiality and integrity.
  • Coordinated with departments to optimize data processes and improve reporting efficiency.

Education

Computer Programming

Algonquin College
Ottawa
02-2027

Accounting

Xiamen University
Xiamen,China
06-2018

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Object-oriented programming
  • Java programming language
  • SQL expert
  • Database design

Languages

English
Full Professional
Chinese (Mandarin)
Native or Bilingual

Timeline

Financial Advisor

Guosen Securities Company
07.2019 - 02.2024

Data Administrator

Eastman Kodak Company
04.2013 - 04.2014

Computer Programming

Algonquin College

Accounting

Xiamen University

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BOWEN YANG