AL

Allan Li

Senior Consultant, Private Wealth Analytics

Allan Li has extensive experience in data analysis and reporting across multiple sectors, including finance and insurance. At CIBC, Allan served as Senior Manager of Client Segmentation and Franchising before transitioning to Senior Consultant in Private Wealth Analytics, focusing on client profiles and strategic reporting. Previous roles include Senior Manager of Client Experience and Insights at RBC, where Allan contributed to retail banking objectives, and SAS Programmer Analyst at RBC Insurance, developing automated reporting for the Property & Casualty Insurance division. Allan's early career included positions as Market Research Analyst and Actuarial Programmer Analyst at belairdirect/ING Canada, along with Sales Analyst at Deeley Harley-Davidson Canada, demonstrating a strong background in statistical analysis and market research spanning over two decades.

Location

Toronto, Canada

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