Marcus faminial-wang
Stouffville,Ontario
Summary
Organized and detail-oriented professional with extensive experience in inventory management and high-profile account handling. Demonstrated success in building and maintaining profitable client relationships while providing exceptional service. Strong leadership and teamwork skills, with a proven track record of resolving cross-departmental issues efficiently. Expertise in evaluating business strategies through analytics to drive operational success and continuous improvement.
Overview
8
8
years of professional experience
Work History
CMO (Capital Markets) Settlements Specialist
CIBC
Toronto, Canada
11.2023 - Current
- Manage business and client accounts - Completing reconciliation activities and ensuring 100% compliance with reconciliation standards.
- Desk Experience: DTC, Precious Metals, ETFs, Corporate/Provincial Bonds, Prime, Donations.
- Processing timely and accurate transactions for clients while providing quality service.
- Cross-trained through many areas of need, including different depositories and currencies (DTC, CDS)
Insurance Agent Officer
Aviva Canada
Toronto, Canada
05.2022 - 11.2023
- Sell and service the personal and commercial insurance needs of new and existing clients
- Customer service and relationship development – Received company award in 2022 and 2023
- Business development – Analyze database of existing network, identifying leads for repeat business and insurance shoppers who had not yet become clients.
- Train and mentor new hires, mentored and monitored the progress.
Sales Associate, Stock & Inventory Manager
Aldo Canada
Markham, Canada
02.2018 - 05.2022
- Contributor to strategies that increased the conversion of shoppers to buyers.
- Analyze inventory data to understand the movement of products for both online and in-store merchandise, identify interest to purchase contributors (display, promotions, location, pricing, returns, etc.) to increase profits as well as minimize surplus and waste.
- Lead Agile stand ups daily, and delivered bi-weekly presentations to senior management.
Education
Bachelor of Commerce - Business Technology Management
Toronto Metropolitan University
Toronto, ON, Canada06.2023
Skills
- Excel
- Client account management
- Data analysis
- Problem solving
- Strategic planning
- Inventory management
- Attention to detail
- Effective communication
- Team collaboration
- Analytical research
Technical Proficiencies
Microsoft Office - Excel (advanced), Powerpoint and Macros
Python | Amazon Web Services | SQL | HTML | Photoshop
Timeline
CMO (Capital Markets) Settlements Specialist
CIBC
11.2023 - Current
Insurance Agent Officer
Aviva Canada
05.2022 - 11.2023
Sales Associate, Stock & Inventory Manager
Aldo Canada
02.2018 - 05.2022
Bachelor of Commerce - Business Technology Management
Toronto Metropolitan University