Cim Joseph Zeng

Operations Associate at Harbourfront Wealth Management

Joseph Zeng, CIM, is an experienced professional in the finance and operations sector, currently serving as an Operations Associate at Harbourfront Wealth Management since October 2018. Zeng has accumulated extensive experience across various roles, including as a Mutual Fund Associate at Raymond James and a Payment Specialist at CBV Collection Services Ltd. Previous positions include Portfolio Administrator at HSBC Global Asset Management, Mutual Fund Administrator at Zhonghai Fund Management Co., LTD, and team leadership roles at PayPal Inc and HSBC Data Processing. Zeng's expertise encompasses document processing, account management, payment operations, and client service, supported by a Bachelor of Business Administration in Finance from Baruch College.

Location

Vancouver, Canada

Links

Previous companies


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Harbourfront Wealth Management

1 followers

Harbourfront Wealth Management is a Vancouver-based investment dealer with branch locations across Canada. Harbourfront has an expansive team of seasoned advisors and is dedicated to providing Canadians with more investment opportunities, including access to pension-style investment vehicles, such as private equity, private real estate, and private debt. The company takes a holistic and unbiased approach to delivering true wealth management.


Industries

Employees

51-200

Links