wealth management | helping clients achieve financial independence through diligent investment management and financial risk mitigation | bba in finance@ Co-operators
Will Song, BBA (Finance)
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University of Bath
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Tell me more about Will Song, BBA (Finance)?
FlashIntel GPTWill Song, BBA (Finance) is a highly experienced professional with 7.9 years of work experience in the finance industry. Based in Canada, he aspires to specialize in professional investment management and financial planning. With a strong background in research and analysis, Will has developed a deep understanding of investment and wealth management. He has passed various CFA Level III and FRM Part II Exams and is ready to complete the LLQP education and exam in June 2022. Will holds a Bachelor of Business Administration in Finance and is a entrepreneur-minded individual who constantly sharpens his business acumen.
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About
Will aspires to professional investment management and financial planning practice with a focus on research and analysis. He has demonstrated a great passion for investment and wealth management. Through his extensive and rigorous post-secondary and master-level education in finance, he has acquired professional skillsets to analyze and synthesize information into coherent investment ideas. Will has passed the CFA Level III and FRM Part II Exams. He is ready to be licensed by IIROC and expected to complete the LLQP education and exam in June 2022. He holds a Bachelor of Business Administration in Finance. He is entrepreneur-minded and strives to constantly sharpen his business acumen.
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wealth management | helping clients achieve financial independence through diligent investment management and financial risk mitigation | bba in finance
Financial Services Representative
Financial Services
Will Song, BBA (Finance)'s Professional Milestones
- Financial Services Representative (2022-06-01~): Achieved consistent sales targets, exceeding targets and driving revenue growth.
- Researching And Teaching Assistant (2019-09-01~2019-12-01): Conducted groundbreaking research and provided engaging training programs.
Education
Accounting And Finance
2018-2019Certification
Colleagues
Alex Delvand
owner president at delvand insurance agency ltd
Freddy Vuong
Product Owner | Leader
Linda Gillen
Agent Owner
Chad August
advisor owner at august insurance group inc the cooperators insurance
Siwei (Yuki) Chen
Financial Advisor | Agency Owner
Other Named Will Song, BBA (Finance)
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Will Song, BBA (Finance) works for Co-operators
Will Song, BBA (Finance)'s role in Co-operators is wealth management | helping clients achieve financial independence through diligent investment management and financial risk mitigation | bba in finance
Will Song, BBA (Finance) works in the industry of Financial Services
Will Song, BBA (Finance)'s colleagues are Alex Delvand,Freddy Vuong,Linda Gillen
Will Song, BBA (Finance)'s latest job experience is wealth management | helping clients achieve financial independence through diligent investment management and financial risk mitigation | bba in finance at Co-operators
Will Song, BBA (Finance)'s latest education in University of Bath
