Kerry Liu, MBA Cfa
About Kerry Liu, MBA Cfa
Kerry Liu, MBA, CFA, is the General Manager at CIBC in Toronto, Ontario, Canada, with extensive experience in financial services management and expertise in derivatives and financial analysis.
General Manager at CIBC
Kerry Liu has served as the General Manager at CIBC since 2020, based in Toronto, Ontario, Canada. In this role, Liu leads the management of financial services, leveraging extensive experience in derivatives, financial analysis, and quantitative research. This position demands strong leadership and decision-making skills, helping steer the company towards its strategic financial goals.
Previous Roles at CIBC
Before becoming General Manager, Kerry Liu held several key positions at CIBC. From 2017 to 2020, Liu was the Manager of Client Advice. Prior to that, Liu worked as a Financial Advisor from 2014 to 2017 and as a Senior Financial Service Representative from 2013 to 2014. Each role allowed Liu to build a comprehensive understanding of client needs and financial service management.
Experience in Financial Services and Sales
Kerry Liu has a diverse background in financial services and sales. Liu worked at TD as a Mortgage Specialist in Toronto for four months in 2013. Additionally, Liu worked at Richmond Hill Toyota as a Sales and Leasing Consultant in 2012. These roles contributed to a well-rounded skill set in both financial planning and customer relations.
Educational Background: MBA and B.Comm
Kerry Liu holds an MBA from Concordia University, where Liu specialized in Investment Management. This program, completed between 2009 and 2012, provided a strong foundation in strategic financial management. Liu also earned a B.Comm in Finance from East China University of Science and Technology, where Liu studied from 2005 to 2009, solidifying expertise in financial principles.
Early Career and Skills Development
Kerry Liu began a professional journey with roles such as Operating Manager at Leka Media in Shanghai and Financial Planner at AEGON CNOOC. These positions, along with early customer service experience at K100 Karaoke, helped develop crucial skills in financial planning, client management, and operational leadership. Liu's strong interpersonal and communication skills enhance effectiveness in these roles.