Ryan Lu
Portfolio Manager
Toronto,ON
Summary
Personable Customer Relations leader driven to exceed customer expectations while promoting adherence to company standards and guidelines. Proven history of fostering quick and successful problem resolution, improving customer satisfaction ratings. Demonstrated success in utilizing current technologies to broaden access between customer and organization and improve response time.
Overview
2025
2025
years of professional experience
5
5
years of post-secondary education
Work History
Portfolio Manager
Rockbase Capital
04.2022 - Current
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Facilitated portfolio performance review and implemented new strategies.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
Director of Client Engagement
Thousand Plus
10.2019 - 02.2022
- Mitigated the risks of client attrition by identifying and addressing root causes, fostering client trust and satisfaction in company services.
- Initiated strategic partnerships with third-party vendors to expand service offerings and drive mutual growth opportunities for both parties involved.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
Rental Manager
Turo
5 2016 - 12.2019
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Increased repeat business by fostering positive customer experiences through attentive service and follow-up communications.
- Reviewed reservation data regularly to forecast demand accurately and make informed decisions about fleet allocation adjustments accordingly.
- Conducted regular competitor analysis to stay informed of industry trends and adjust pricing accordingly.
Law Clerk
Katherine Lee, Barrister & Solicitor
11.2014 - 05.2016
Project Coordinator
Electrosonic
09.2013 - 11.2014
Testing Specialist
Sun Life Financial
09.2011 - 12.2011
Project Coordinator
CIBC
04.2010 - 09.2010
Web Developer
CMPA
01.2008 - 12.2008
Education
Bachelor - Mathematics & Business Administration
University of Waterloo
09.2007 - 04.2012
Skills
Customer liaison
Problem-solving abilities
Content Creation
Client onboarding
CRM software proficiency
Demonstrations
Sales funnel management
CRM software proficiency
Timeline
Portfolio Manager
Rockbase Capital
04.2022 - Current
Director of Client Engagement
Thousand Plus
10.2019 - 02.2022
Law Clerk
Katherine Lee, Barrister & Solicitor
11.2014 - 05.2016
Project Coordinator
Electrosonic
09.2013 - 11.2014
Testing Specialist
Sun Life Financial
09.2011 - 12.2011
Project Coordinator
CIBC
04.2010 - 09.2010
Web Developer
CMPA
01.2008 - 12.2008
Bachelor - Mathematics & Business Administration
University of Waterloo
09.2007 - 04.2012
Rental Manager
Turo
5 2016 - 12.2019
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