Huiying Cao
Northyork,ON
Overview
4
4
years of professional experience
Work History
Operations & Strategy Assistant
CJT Family Office
10.2023 - 07.2024
- Conduct research and prepare tailored asset planning presentations for high-net-worth clients, covering investment strategies, tax optimization, and wealth preservation
- Develop internal training decks on Canadian small business tax regulations and estate planning for both clients and internal use
- Co-led the full-cycle planning and execution of a FinTech Forum & Charity Awards Gala, managing vendor contracts, sponsorship outreach, budgeting, scheduling, and onsite logistics
- Create and design promotional content for company events, including social media copy, posters, and newsletters to enhance brand presence
Teacher Assistant
Wilfrid Laurier University
09.2022 - 08.2023
- Intermediate Microeconomics I
- Intermediate Microeconomics II
- Intermediate Macroeconomics II
- Advanced Macroeconomics
Project Assistant
Anhui Yongjun Biological Technology CO., LTD
08.2020 - 03.2022
- Coordinated with production supervisors to develop specifications for raw materials and finished products
- Developed purchasing plans/orders according to the classification of packaging materials, raw materials and the volume required
- Analyzed data from workshop feedback on the quality and usage of the raw materials
- Optimized purchasing plan by analyzing raw material costs usage
Education
Master's degree - Business Economics
Wilfrid Laurier University
08.2023
Bachelor's degree - Economics, Financial Mathematics
Wilfrid Laurier University
08.2021
Skills
- STATA
- R studio
- EViews
- Latex
- Microsoft Office Suite
LANGUAGES
Mandarin
English
Timeline
Operations & Strategy Assistant
CJT Family Office
10.2023 - 07.2024
Teacher Assistant
Wilfrid Laurier University
09.2022 - 08.2023
Project Assistant
Anhui Yongjun Biological Technology CO., LTD
08.2020 - 03.2022
Bachelor's degree - Economics, Financial Mathematics
Wilfrid Laurier University
Master's degree - Business Economics
Wilfrid Laurier University
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