Description
MICHAEL T. LI
1561 Blohm Drive, Ottawa, ON K1G 4R6 613.979.1992
Mike25792@outlook.com
PROFILE
· Solid experience in the banking industry displayed through delivering exceptional client service, working with finances and providing solutions for clients on a regular basis
· Proven ability to work effectively in a teamwork environment by establishing professional relationships with clients, coworkers and managers
· Fast learner with a strong work ethic who strives to obtain quality and consistency in work from beginning to end
· Individual who possesses strong observational skills and is highly detail oriented
· Proficient in a variety of computer applications and software including: MS Office (Word, Excel, PowerPoint), ISM, THOMSON, and STATA
EDUCATION
Honours Bachelor of Arts, Economics
Wilfrid Laurier University Waterloo, Ontario (2010-2014)
Continuing Education
Carleton University Ottawa, Ontario (2015-2016)
WORK EXPERIENCE
TD Direct Investing
Licensed Trader/ Investment Representative, Ottawa Ontario (October 2014-Present)
§ Execute client trades in accordance with industry standards on Stocks, Options, Fixed Income Instruments, and Mutual Funds while maintaining TD’ superior standards
§ Provide accurate timely information on real time market activity and products including: IPOs, New issues, and Corporate Actions
§ Proactively identify customer needs in order to provide the appropriate TD Direct Investing products/ services that are applicable to different client situations
§ Completion of all required securities courses (CSC, CPH, DFOL) within time frame suggested
Costco Wholesale
Stock/Merchandising, Waterloo, Ontario (Summer 2013)
§ Stocked front displays with specific store inventory products
§ Developed thorough understanding of operations while store was closed/opened
§ Deliver quality customer service on the front line and throughout all departments
Beer Store Distribution Warehouse Centre
Assembly/Order Processing, Ottawa, Ontario (Summer 2012)
· Responsible for completing specific orders from LCBO and Brewers Retail Inc.
· Utilized excellent observational skills to operate pallet drivers and to detect defective products
· Managed consistent accounts of inventory to prevent errors and provide consistency of products
MICHAEL LI Resumé continued
Luminos Industries
Fibre Optic Technician Ottawa, Ontario (Summer 2011)
§ Responsible for building fibre optic carousels and testing cables for product durability
§ Monitored polishing of products to ensure high standards for sterilization and low error rates
§ Worked diligently to follow proper production procedures and safety regulations thoroughly
EXTRACURRICULAR & VOLUNTEER ACTIVITES/ CERTIFICATIONS
Udemy
Advanced Microsoft Excel Training Course: 2016
· Online course providing a curriculum to learn beyond the basics and have advanced- level proficiency in excel
· Includes: IF statements, VLOOKUP, HLOOKUP, Sparklines, Pivot Tables and Macros
CSI Certifications
· Canadian Securities Course (CSC)
· Conduct & Practices Handbook (CPH)
· Derivatives Fundamental and Options Licensing Course (DFOL)
SBESS Mentorship Program
Student Mentor, Waterloo, Ontario (2012-2013)
§ Provided guidance to fellow students in their transition into their first year of university
§ Proven ability to establish cooperative relationships with fellow students through
effective communication and interpersonal competence
§ Co-ordinated through social media to mentees in order to arrange meetings, events, and to administer any concerns in their transition
Laurier Accounting Association (LAA)
Member, Waterloo, Ontario (2012- 2013)
INTERESTS
- Reading financial and economic literature
- Enjoys travelling and has an appreciation for a variety of food experiences
- Staying active through regular physical fitness and other sports including golf & snowboarding
- Passion for making music and learning about production technology & sound engineering
- Eager to stay up-to-date on the latest trends and upcoming talent in the EDM industry
REFERENCES AVAILABLE UPON REQUEST
