Toan Phan
Sale and Service Representative @CIBC
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2022 — Present
Sale and Service Representative @CIBC
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Toronto, ON, CA
EDUCATION
2018 — 2018
Canadian Securities Institute
Certificate, Finance, General
1998 — 2002
Truòng Dai hoc Kinh Tê Thanh Pho Hô Chí Minh
Bachelor’s Degree, Banking and Finance
2016 — 2018
CFA Institute, Passed level 2 exam in 2017
Master's degree, Banking and Finance
2007 — 2009
Monash University
Master’s Degree, Applied finance
2020
Seneca Polytechnic
Diploma, Computer Programming
SKILLS
Microsoft ExcelBankingBusiness StrategyOffice AdministrationCredit RiskRisk ManagementRetail BankingNegotiationCorporate FinanceFinancial AnalysisCreditMicrosoft WordCustomer ServiceCredit Analysis
ABOUT TOAN PHAN
Finance professional with intensive experience in commercial banking and retail banking, with comprehensive knowledge of industry analysis, financial analysis, credit solution packaging, portfolio management and customer relationship management
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