HERBERT YANG

• Commit to strengthening brand positioning and recognition, with a strong focus on driving initiatives from concept to execution, delivering impactful results from “Zero to One.”
• Dedicate efforts to building businesses that prioritize long-term contributions to social responsibility, focusing on supporting minority groups, such as the LGBTQ+ community, and promoting diversity, equity, and inclusion.
• Establish strategic partnerships in Ontario region, contributing to the expansion of market presence and brand influence.

• Appointed to spearhead a new retail lending framework, driving TD's growth in the competitive retail lending sector and reporting directly to the district leadership
• Delivered strategic support to branch advisors, identifying lucrative lending opportunities and enhancing stakeholder profitability

Awards & Recognitions:

• Recipient of 2023 Q1 ScoreCard Award (1 of 7 winners), 2023 Q3 RESL Lending RALLY Winner, and Advisor of the Week, Legendary Experience Index Winner

Investment Achievements:

• Contributed 53% of the branch's Q4 2023 long-term investment targets, with personal results surpassing peer averages by 142% year-to-date.
• Contributed 43% of branch fiscal-year GIC targets in 2023, outperforming branch peer averages by 180% YTD.
• Built a strong portfolio of high-net-worth clients by leveraging strategic partnerships to deliver elevated banking experiences.

Lending Expertise:

• Expertly structured complex credit solutions for high-net-worth clients and business owners, working collaboratively with underwriting and risk management teams to ensure exceptional service delivery.
• Successfully acquired 9 lending cases in Q3 2023, effectively winning business from competitor financial institutions.
• Spearheaded 60% of the branch’s lending pipeline, achieving a personal lending pipeline of $14M in 2024 Q1, significantly surpassing the quarterly personal lending goal of $1.8M.

Collaborative Success:

• Facilitated $4.1M in business volume for TD partners during Q3 and Q4 2023, achieving 220% of scorecard targets.

Business Development:

• Proactively addressed complex client challenges with professionalism.
• Delivered $1.7M in lending, $1.6M in investments, and $1.1M in TD partner referrals.”

Insurance:

• Finished a pre-contract mission with over 800 NAFYC and placed first among new hires
• Helped 14 young families meet their insurance needs
• Worked with the high net-worth team to design participating life insurance portfolios for 3 high income clients to meet their tax planning and investment needs