Weirong Li
Toronto,ON
Summary
Well-regarded Banking Advisor highly effective at analyzing data and trends to make timely, useful and effective recommendations. Well-versed in operating in complex, dynamic environments under tight deadlines.
Overview
3
3
years of professional experience
Work History
Information Management and Privacy Advisor Coop
Ministry Of Children, Community And Social Service
Toronto, ON
01.2023 - 04.2023
- Participated in the record management system development processes including planning, requirement collecting, analysis, building, and testing.
- Collaborated with different units such as information architecture, data analysis, and administration for collecting different user requirements to increase the effectiveness and efficiency of the new record system design
- Conducted internal and external research to gather and analyze user requirements into system design, ensuring a thorough understanding of record management needs and objectives
- Coordinated work or project dedicated to raise awareness of need, applying strong project, and team leadership to enhance success.
- Anticipated responses and prepared clear and articulate answers.
- Designed and built information models (ERD) using SQL and data modeling techniques to illustrate the internal architecture of the system, identifying relationships between entities and incorporating record-keeping concepts into the design process
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Produced detailed reports outlining key issues and proposed solutions.
Bank Financial Advisor
Postal Saving Bank Of China
Xi'an, Shaanxi
05.2020 - 08.2020
- Assisted clients with preparing financial plans, conducting investment research and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Managed relationships and collaborated between Business/Technical teams and responded to various requests/inquiries, provided recommendations to improve maintenance processes
Education
Master of Science - Information System Design
University of Toronto
Toronto, ON11.2023
Bachelor of Science - Management And Finance
University of Toronto
Scarborough 06.2021
Skills
- Group Facilitation
- Compliance Requirements
- Research Abilities
- Academic Support Techniques and Plans
- Strategic Planning
- Data analysis and business analysis
- Business modeling
- SQL
- Python
- Excel
Websites
Timeline
Information Management and Privacy Advisor Coop
Ministry Of Children, Community And Social Service
01.2023 - 04.2023
Bank Financial Advisor
Postal Saving Bank Of China
05.2020 - 08.2020
Master of Science - Information System Design
University of Toronto
Bachelor of Science - Management And Finance
University of Toronto
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