An investment management professional with over three years of experience in wealth management. Educated with a Masters from Université Grenoble Alpes, she is a licensed Investment Representative holding both CSC and CPH designations, showcasing a strong foundation in finance.
Her background is distinctly international, having completed her Bachelors in Shanghai and Masters in France. This global experience is complemented by her trilingual fluency, suggesting a deep appreciation for diverse cultures and effective cross-border communication.
Unique fact: She is trilingual, with professional fluency in Mandarin, English, and French.
Kelly W.
Investment Advisor at 优脉（Youmy）
Canada
Overview
Topics They Care About
Wealth Management
Her career spans over three years in wealth management, and she holds key industry licenses such as the CSC and CPH.
Global Investing
[Predicted] Her trilingual abilities and international education in China and France suggest a strong aptitude for navigating global financial markets and cross-border investment opportunities.
Canadian Finance
She is licensed as an Investment Representative with IIROC and has successfully completed the Canadian Securities Course (CSC), indicating specific expertise in this market.
Media Appearances
Kelly has no verified media appearances
Work History
2-2023
Investment Advisor at 优脉（Youmy）
1-2021 - 12-2022
Senior Investment Manager at Zhongliang Holdings Group
11-2019 - 8-2020
Associate at RBC Dominion Securities
6-2015 - 3-2019
Consultant at Shanghai Lixin University of Accounting and Finance
3-2012 - 8-2013
Investment Associate at Chiwayland International Limited
1-2011 - 1-2012
Accountant at Pierre Fabre Group
Education
Bachelor from Shanghai International Studies University
Master from Université Grenoble Alpes
More Information
Social Presence :
Prographics :
Exp : 11
Location : Canada
Job Level : N/A
Designation : Investment Advisor at 优脉（Youmy）
