PortfolioXpressWay
Steven Luo, CFA, is an experienced professional with a diversified background in finance, business analysis, and product management. Currently, Steven serves as a Product Manager at PortfolioXpressWay since February 2022 and has been a Business Analyst at Canso Investment Counsel Ltd. since July 2019. Steven also has a longstanding involvement in independent e-commerce as a Sales/Business Development specialist since June 2012. Prior experience includes roles as a Solutions Developer and Exchange Analyst at Index Exchange, and a Content Creator at ClevrU, showcasing strong skills in both technical and operational capacities. Earlier work experience includes an Executive of Operations role at Save My Computer and a Meat/Seafood Clerk position at Metro Inc. Steven obtained a Bachelor of Business Administration with a focus on Finance from Wilfrid Laurier University between 2009 and 2013.
This person is not in any teams
PortfolioXpressWay
Our mission is to make wealth management easier by providing our clients a trusted single source of truth. We empower investment professionals with the best data, to draw the best insights, to make the best investment decisions for their clients.