JL

Jenny L.

Manager, Projects | Transitions Management at CC&L

Jenny L. has a diverse work experience in the financial industry. Jenny joined Connor, Clark & Lunn Financial Group (CC&L) in 2011 as an Investment Associate at RBC Dominion Securities. In 2013, they transitioned to CC&L and took on the role of Senior Analyst, Portfolio Operations, where they worked until 2015. Jenny then became the Manager of Portfolio Operations from 2016 to 2017 before moving up to the position of Senior Transitions Manager. In 2022, Jenny L. was promoted to Manager, Projects | Transitions Management at CC&L, which is their current role.

Jenny L. has a Bachelor's degree in Finance from The University of British Columbia and a Bachelor's degree in Finance from the City University of Hong Kong. In addition, they have obtained various certifications including Project Management Professional (PMP) from the Project Management Institute in March 2022, WSET Level 1 in Wines from WSET - Wine & Spirit Education Trust in 2016, CFA Level I from the CFA Institute in 2013, Canadian Securities Course (CSC) from the Canadian Securities Institute (CSI) in 2012, and Conduct & Practices Handbook Course (CPH) from the Canadian Securities Institute (CSI) in 2012.

Links

Timeline

  • Manager, Projects | Transitions Management

    January, 2022 - present

  • Senior Transitions Manager

    February, 2018

  • Manager Portfolio Operations

    January, 2016

  • Senior Analyst Portfolio Operations

    February, 2013

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