Becky (Jingwen) CAO
About Becky (Jingwen) CAO
Becky (Jingwen) Cao is a Senior Financial Service Representative at CIBC with a background in accounting and finance, and fluency in English and Mandarin.
Current Position at CIBC
Becky (Jingwen) CAO is currently serving as a Senior Financial Service Representative at CIBC. She has been in this role since 2018, operating from the Baseline and Clyde branch. Her responsibilities likely include managing client portfolios, providing financial advice, and facilitating various banking services tailored to the needs of her clients.
Previous Experience at CIBC
Before becoming a Senior Financial Service Representative, Becky held the position of Financial Service Representative II at CIBC from 2013 to 2018. She worked at the 84 Bank Street branch, where she spent five years accumulating extensive experience in customer service and financial consultation. Additionally, from 2012 to 2013, she served as a Customer Service Representative at the same branch.
Experience as Junior Accountant
Between 2011 and 2012, Becky worked as a Junior Accountant at HELEN GE, CGA PROFESSIONAL GROUP. Based in Ottawa at 356 Woodroffe Ave., her role involved preparing financial statements, handling bookkeeping duties, and assisting with audit preparations. This position marked the early stages of her career in finance and accounting.
Education in Accounting and Finance
Becky completed her Bachelor's Degree in Accounting and Finance at Carleton University, where she studied from 2006 to 2010. Her educational background laid the foundation for her career in the financial industry, providing her with essential knowledge in financial analysis, accounting principles, and corporate finance.
CFA Level II Candidate
Becky has demonstrated her dedication to enhancing her financial expertise by becoming a candidate for the CFA Level II exam. This commitment highlights her ongoing efforts to deepen her knowledge in financial analysis and investment management, which are crucial skills for her role in the financial services sector.
Language Proficiency
Fluent in both English and Mandarin, Becky leverages her bilingual skills to better serve a diverse range of clients. This linguistic proficiency is especially beneficial in the financial services industry, allowing her to communicate effectively with a broader clientele and cater to their specific needs.