Tricia Cheung

Principal Head Of Transitions Management at CC&L

Tricia Cheung has over 15 years of work experience in various roles within the financial industry, communications consulting, and marketing. Tricia is currently the Principal and Head of Transitions Management at Connor, Clark & Lunn Financial Group, where they lead a team specializing in client and product transitions management. Tricia has a strong track record of driving operational excellence and delivering quality results and client service. Prior to their current role, they worked as a Communications Consultant at Lucent Quay Consulting, where they developed and implemented communication and consultation programs for high-profile clients and projects. Tricia also has experience as the Head of Institutional Client Reporting at Connor, Clark & Lunn Financial Group, where they specialized in developing and executing strategic client reports and communications. Tricia has also worked at Eastman Kodak Company as part of a strategic team in channel marketing and communications, and at TD Bank Group as a Customer Service Representative and Investment Advisor Assistant. Tricia's experience also includes serving as a Brand Marketing Representative at Mosaic. Throughout their career, Tricia has demonstrated expertise in strategy planning, stakeholder engagement, business analysis, and project management.

Tricia Cheung has a Bachelor of Arts (BA) degree in Business/Communications from Simon Fraser University. Additionally, they have attended the UBC Sauder School of Business, although no specific degree or field of study has been mentioned.

Links

Timeline

  • Principal Head Of Transitions Management

    2017 - present

  • Head Of Institutional Client Reporting

    2012

  • Team Lead Retail Portfolio Operations

    2006

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