Chris Liu, CFA, CIM®, RIS
University of Toronto
Tell me more about Chris Liu, CFA, CIM®, RIS?
Chris Liu, CFA, CIM(r), RIS is a seasoned investment professional with over 10 years of progressive experience in product management, portfolio analysis, investment research, and business strategy. He has worked at reputable companies such as Brompton Funds, BMO, HSBC, and BMO Nesbitt Burns, where he held various positions including AVP, Research & Product Development, Senior Manager, and Associate Portfolio Strategist. Chris has a strong background in investment strategy, financial modeling, and portfolio management. He is based in Toronto, Canada.
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About
Seasoned investment professional with over 10 years of progressive experience in product management, portfolio analysis, investment research and business strategy.
Work Experience
Assistant Vice President Of Research And Product Development
Financial Services
Chris Liu, CFA, CIM®, RIS's Professional Milestones
- Taxation Consultant (2010-12-01~2012-08-01): Conducted comprehensive tax assessments and managed complex financial processes, ensuring accurate and timely delivery of tax solutions.
- Associate, Direct Banking And Term Investment (2012-11-01~2013-09-01): Successfully executed strategic financial plans, driving profitability and maximizing shareholder value.
Education
Economics
1199145600-1325376000Skill
Investments
Financial Modeling
Financial Statements
Investment Strategies
Portfolio Management
Investment Advisory
Wealth Management
Product Management
Product Strategy
Asset Management
Mutual Funds
Capital Market
Customer Service
Certification
Colleagues
Other Named Chris Liu, CFA, CIM®, RIS
Frequently asked questions
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Chris Liu, CFA, CIM®, RIS's social media include: Linkedin,
Chris Liu, CFA, CIM®, RIS works for Brompton Funds
Chris Liu, CFA, CIM®, RIS's role in Brompton Funds is Assistant Vice President Of Research And Product Development
Chris Liu, CFA, CIM®, RIS works in the industry of Financial Services
Chris Liu, CFA, CIM®, RIS's colleagues are Tom Schanz,Craig Kikuchi,Ann Wong
Chris Liu, CFA, CIM®, RIS's latest job experience is Assistant Vice President Of Research And Product Development at Brompton Funds
Chris Liu, CFA, CIM®, RIS's latest education in University of Toronto