Summary
Overview
Work History
Education
Skills
Awards
Certification
References
Timeline
Generic

Wilson Fan

Markham,Ontario

Summary

Dedicated and accomplished professional with a comprehensive background in both finance and healthcare, augmented by extensive experience as an Associate at Aegon Asset Management and within hospital environments. Possessing a refined skill set developed through rigorous academic pursuit and practical application, I bring a nuanced understanding of complex financial analyses and healthcare operations.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Associate

Aegon Asset Management
09.2022 - Current
  • Provided personalized investment advice and solutions to clients based on their financial goals and risk tolerance
  • Assisted in the management of client portfolios by monitoring performance and making recommendations for adjustments
  • Conducted market research and analysis to identify potential investment opportunities and risks
  • Collaborated with colleagues in compliance and legal departments to ensure adherence to regulatory requirements.

Instructional Assistant

Wilfrid Laurier University
09.2022 - 12.2022
  • Monitored, maintained, and distributed organized first year schoolwork
  • Attended preparation meetings and finalized tutorials for students to complete
  • Reinforced students learning of material and skills through weekly tutorials
  • Evaluated and graded assignments while providing feedback
  • Delivered and offered private office hours sessions.

Implementation Specialist

Sunnybrook Health Science Centre
05.2022 - 08.2022
  • Responsible for the development, deployment, and implementation of a CPOE, eMAR, and iPRO throughout the entire hospital
  • Demonstrated excellent knowledge implementing the software’s and assisted various specialist: anesthesiologist, radiologist, APN, etc
  • Gained experience working in the OR
  • Assisted in directing at-the-elbow support to help identify any problems encountered during the implementation stage including go-live day and documented them to assist the IT department to develop strategies to resolve these problems with future updates
  • Contributed to the continuous improvement of support processes and provide feedback to the Command Centre team based on my experience with the high-pace front-line staff and clinicians.

Access Control Assistant

Vaccination Clinic, North York General Hospital
03.2021 - 08.2021
  • Managed patient inquiries and facilitated smooth operation flow
  • Diagnosed problems within COVAX on and Salesforce
  • Analyzed COVID-19 vaccines: draw, prepare, data entry
  • Collaborated with operation and patient flow in the clinic through solution-based thinking
  • Refined time management skills and work ethic while performing administrative tasks, including patient registration, patient check-out, telephone inquiries
  • Conscientious and efficient health care worker, delivering vaccines from pharmacies to clinicians
  • Assisted with re-stocking of supplies in the clinic.

Education

Honors Health Sciences, Co-op -

Wilfrid Laurier University

Skills

  • Clinical skills
  • Compliance Management
  • Medical evaluation
  • Market Analysis
  • Cost Analysis
  • Portfolio performance reporting

Awards

  • Consistent Deans list achievement
  • Scholarships: Laurier Entrance Scholarship, In-Course Scholarship

Certification

  • Life License Qualification Program (LLQP)

References

References available upon request.

Timeline

Associate

Aegon Asset Management
09.2022 - Current

Instructional Assistant

Wilfrid Laurier University
09.2022 - 12.2022

Implementation Specialist

Sunnybrook Health Science Centre
05.2022 - 08.2022

Access Control Assistant

Vaccination Clinic, North York General Hospital
03.2021 - 08.2021

Honors Health Sciences, Co-op -

Wilfrid Laurier University

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Wilson Fan