certificate in financial services advice@ Crius Financial Services (Alberta) Corp.
Greater Kitchener-Cambridge-Waterloo Metropolitan Area
Peilu Liu
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Wilfrid Laurier University
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Tell me more about Peilu Liu?
FlashIntel GPTPeilu Liu is a new graduate with a bachelor's degree in Business Administration with a focus on Financial Mathematics. She has completed CSC courses and obtained VBA & Excel, SQL, and Bloomberg training. Fluent in English and Mandarin, Peilu is eager to enter the financial industry. She has 6.1 years of work experience, including roles as a Financial Advisor at Crius Financial Services (Alberta) Corp., Sales and Service Consultant at Zhongxin Securities Co., Ltd., and Exam Proctor at Wilfrid Laurier University. She also has experience as an Associate Intern at Bank of China and as a Leasing Agent.
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About
I am a new graduate with bachelor of Business Administration with Financial mathematics minor. Candidate for FRM II and LLQP. Completed the CSC courses, obtained VBA & Excel, SQL and Bloomberg training. Bilingual skills in English and Mandarin. I am currently eager to enter the financial industry.
Work Experience
certificate in financial services advice
Financial Advisor
Financial Services
Peilu Liu's Professional Milestones
- Financial Advisor (2020-04-01~): Provided strategic financial guidance to clients, optimizing their investment strategies and driving their financial success.
- Exam Proctor (2018-10-01~2020-04-01): Conducted comprehensive exam preparation, supporting critical thinking and enhancing critical thinking abilities.
Education
Concentration In Finance
2016-2020Certification
Colleagues
Juan Lu
leadership coach | mdrt | wealth educator | financial planner | sales manager
William Zhu
life insurance and seg funds advisor
Wenjie S.
Regional Manager
Yan Wang
executive sales manager at crius financial services alberta corp
Ronda Lawson
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Other Named Peilu Liu
Frequently asked questions
We found 1 Peilu Liu's email addresses
Peilu Liu's social media include: Linkedin,
Peilu Liu works for Crius Financial Services (Alberta) Corp.
Peilu Liu's role in Crius Financial Services (Alberta) Corp. is certificate in financial services advice
Peilu Liu works in the industry of Financial Services
Peilu Liu's colleagues are Juan Lu,William Zhu,Wenjie S.
Peilu Liu's latest job experience is certificate in financial services advice at Crius Financial Services (Alberta) Corp.
Peilu Liu's latest education in Wilfrid Laurier University
