Wenbin Gary

• Interacted well with customers to build connections and nurture relationships.
• Managed daily operations for a successful small business, ensuring efficient processes and quality services.
• Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
• Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
• Managed purchasing, sales, marketing and customer account operations efficiently.

• Assisted clients with becoming self-directed investors by advising on equities and complex trading options.
• Mitigated risk exposure by implementing robust compliance measures aligned with regulatory requirements.
• Worked on behalf of clients to buy and sell future and options contracts.
• Developed profitable trading strategies by conducting thorough market analysis and identifying trends.
• Maintain client relationships by direct communication and advising on buying/selling opportunities and market trends.

Bachelor of Business Administration (BBA) in Finance

Minor in Marketing

Thompson Rivers University | 2005

Graduated with a strong focus on financial analysis, corporate finance, investment strategies, and risk management, complemented by a minor in Marketing. Gained expertise in budgeting, financial modeling, and market forecasting, while also developing skills in consumer behavior, market research and branding. This combination of finance and marketing knowledge allows me to analyze business data effectively while also understanding and addressing consumer needs, preparing me for a wide range of roles in business management and strategy.