Yat Long Wong
North York,ON
Summary
Proficient and results-driven Finance graduate with hands-on experience in day trading, tax preparation, financial analysis, and sales presentations. Demonstrated success in achieving a remarkable 75% rate of return during the bearish market of 2022-2023, outperforming the Nasdaq and S&P indices. Skilled in trading diverse markets, managing portfolios, and utilizing Pine Editor for technical analysis and strategy development.
Overview
4
4
years of professional experience
Work History
CA Assistant
CMR Wong Chartered
01.2022 - Current
- Reconciled general ledger accounts and reported issues to management
- Administered accounts payable, accounts receivable, and billing
- Collected vendor invoices to compare to estimated costs and prepare for monthly payment
- Supported individual and business tax clients and prepared simple to complex tax returns
Assistant
IG wealth management
01.2022 - 01.2022
- Attend daily market analysis meetings
- Organizing conference and talks regrading wealth planning
- Reached out to customers through cold calling,
- Spotting out potential customer
Automotive Sales Representative
Richmondhill Fines Car
01.2020 - 01.2021
- Managed client relationships effectively to ensure consistent revenue streams and generate repeat business.
- Met sales targets by using various strategies such as cold calling and social media marketing to promote vehicles.
- Closed sales through effective communication and understanding of customer needs, financing options, and vehicle features.
Education
BCom - Finance
York University
06.2023
Skills
- Sales Presentations
- Python
- Social Media Marketing
- Tax Preparation
- Technical Analysis
- Portfolio Management
- Financial Analysis
- Trade execution
- Pine editor
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Day trading
- Achieved a remarkable 75% rate of return in the bearish market of 2022-2023
- Proficient in trading diverse markets, including the US stock market, China stock market, Forex, and blockchain assets, extensive experience trading options, stock indices, ETFs, CFDs, CBBCs, commodities, and cryptocurrencies.
- Utilized Pine Editor to conduct in-depth technical analysis and develop custom trading strategies.
Timeline
CA Assistant
CMR Wong Chartered
01.2022 - Current
Assistant
IG wealth management
01.2022 - 01.2022
Automotive Sales Representative
Richmondhill Fines Car
01.2020 - 01.2021
BCom - Finance
York University
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