CZ

Cheryl Zhao

Investment Director

Cheryl Zhao, MBA, CFA, is currently the Investment Director at Mackenzie Investments, where they leverage over five years of experience in retail brokerage, asset management, and buy-side pension. They hold a Master of Business Administration from the Lazaridis School of Business & Economics at Wilfrid Laurier University and a Bachelor's Degree in Finance and International Business from the Beedie School of Business at Simon Fraser University, along with an earlier Bachelor's Degree from Hunan University. In their past role as Associate Sales Manager at The Bank of East Asia, they successfully increased sales performance by 20% and secured $12 million in loans within three months. Cheryl is a CFA charterholder with a strong foundation in financial assets, capital markets, and data analysis tools.

Location

Toronto, Canada

Previous companies

Bank of East Asia Ltd logo
Questrade logo

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