Parsa Yousefi
Toronto,ON
Summary
Experienced finance professional with a background in financial operations, client relationship management, and regulatory compliance. Proven success as a Branch Manager overseeing cash flow, regulatory audits, and team leadership. Skilled in technical and fundamental analysis, with strong understanding of risk mitigation, compliance (FINTRAC), and financial transaction security. Adept at managing client portfolios, optimizing branch operations, and ensuring compliance in high-volume environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Independent Trader
Financial Markets
Toronto, Canada
09.2021 - Current
- Independently analyze market trends, price action, and economic news to make trading decisions.
- Specialize in technical analysis and risk management with a strong focus on momentum-based strategies.
- Continuously develop new trading systems and performance tracking metrics.
Manager
Star Nation Event Centre
Richmond Hill, Canada
11.2024 - 05.2025
- Supervised 25+ staff and hosted nightly events with 500+ guests.
- Managed all financial operations: cash flow, salary processing, bank deposits, and compliance.
- Ensured seamless event execution while maintaining strict financial controls.
Staff
LCBO
Richmond Hill, Canada
10.2023 - 10.2024
- Led store closing procedures and handled end-of-day financials.
- Reconciled registers, prepared safe deposits, and supported customer service operations.
Branch Manager
Persica Currency Exchange
North York, Canada
03.2021 - 09.2023
- Oversaw day-to-day operations and staff at a busy currency exchange branch.
- Managed daily cash flows exceeding $100K+ and ensured 100% regulatory compliance.
- Maintained compliance with FINTRAC regulations and managed large cash volumes.
- Set exchange rates, handled reporting, and ensured security of financial transactions.
Volunteer Staff
YMCA of Greater Toronto
GTA, Canada
06.2019 - 09.2021
- Supported seniors through community outreach and wellness programs.
- Helped coordinate social activities that fostered connection and inclusion.
Skills
Technical Skills:
- Technical Analysis
- Options Strategies
- Microsoft Excel
- FINTRAC Compliance, etc
Professional Skills
- Client Discovery
- Team Management
- Branch Oversight
Certification
Currently enrolled in Canadian Securities Institute for CSC exam
Financial Planning & Wealth Management Professional (FPWMP), Corporate Finance Institute, 05/25
Bachelor's degrees in accounting in Tehran Azad University (Not completed due to relocation to Canada) 03/19
Mathematic diploma 03/18
Timeline
Manager
Star Nation Event Centre
11.2024 - 05.2025
Staff
LCBO
10.2023 - 10.2024
Independent Trader
Financial Markets
09.2021 - Current
Branch Manager
Persica Currency Exchange
03.2021 - 09.2023
Volunteer Staff
YMCA of Greater Toronto
06.2019 - 09.2021
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