Jerry Zhao

Treasury Specialist - Debenture and Capital Funding @York Region (The Regional Municipality of York)

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Treasury Specialist - Debenture and Capital Funding @York Region (The Regional Municipality of York)

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EDUCATION

2009 — 2011

University of Waterloo

Bachelor's Degree

SKILLS

PresentationsOptionsFinancial ModelingDerivativesFinancial AnalysisEquitiesEquity TradingMarketingTradingMutual FundsMicrosoft ExcelBloombergInvestmentsFinancial ServicesFixed IncomeCapital MarketsTeam Leadership

ABOUT JERRY ZHAO

Experienced financial professional with a strong background in capital markets loan and trading products. High skilled in institutional relationship management, financial modeling, financial statement analysis, market research, and investment analysis. Demonstrated history of managing Institutional credit portfolio. Confident, articulate and effective speaking and writing abilities with exceptional presentation skills. Proficiency in Excel modelling and valuations. CFA charter holder as of Oct 2019.

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Jerry Zhao — Treasury Specialist - Debenture and Capital Funding at York Region (The Regional Municipality of York) in Toronto, ON, CA | Unifers