Seniority
Staff
Department
Customer/Client Service
Location
Canada
Industry
Banking
Company size
105K
Contact information
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d•••••••@td.com
Phone
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Background
About Dan Dong
Gained over nine years of experience in the financial services industry as a Financial Advisor, Financial Investment Advisor, Financial Representative, and Customer Service Representative. Acted as a subject matter expert to corporate and retail clients on investments, credit and banking products with a track record as a top sales performer and customer service ambassador. Certified to sell investments in Canada (completed the Canadian Securities Course). Completed seven years of post-secondary studies, including a bachelor’s degree focusing on financial management and IT, a Banking Professional Advisor Certificate, and a Leadership and Post-graduate Certificate. Language skills: Bilingual in English and Mandarin with an intermediate level in Cantonese. Have advanced computer technology skills developed through an IT-focused degree.
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