Mimi Chow
Associate Investment Advisor at Wellington-Altus
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
773
Contact information
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m•••••••@wellington-altus.ca
Phone
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Background
About Mimi Chow
Financial industry experience in front office retail and operations. Experience with managed products. Assisted in spearheading sma platform at Dundee. Policy and training manuals. Model trading. PIM program. Fee processes and projects. Quarterly reporting. Toogood (Investment Management Solutions), Dataphile, ADP, ISM/OSS, Croesus, Web Panagon, Imost Next Generation, Pure Fees( formerly LynxDev Fee Calculator), Euroclear, Thomson One, Bloomberg, Bony, DCS, DTC, Croesus, Maximizer, Proprietary Fee Engine, PureFacts (formerly LynxDev Fee Calculator), Mvest, Mpower, Gow, Remedy, Euroclear, Rolfe & Nolan system - futures settlements, mangement skills. CIBC management courses: Situational Self Leadership, Managers Matter Module Training, Influencing without authority. Received two CIBC recognition awards for work performance, Spot Light Award, nominated for Elite award. Completed Canadian Securities Course & CPH. Working on the WME and aiming for the CIM designation.
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