Simon Yang
About Simon Yang
Simon Yang is an Analyst and Underwriter at CIBC in Montreal, Quebec, Canada, with a background in psychology and law.
Current Role at CIBC
Simon Yang currently holds the position of Analyst, Underwriter at CIBC. He has been serving in this role since 2020 in Montreal, Quebec, Canada. Simon works in risk analytics and credit decisioning within the CIBC Risk Management division. His responsibilities likely involve assessing and managing financial risks, underwriting policies, and making informed credit decisions.
Experience at CIBC Capital Markets
Before his current role, Simon Yang worked with CIBC Capital Markets as an Estate Specialist from 2016 to 2020. During his 4-year tenure in Montreal, Quebec, Canada, he was likely responsible for managing estate-related financial matters and providing specialized services to clients.
Background at BMO Wealth Management
Simon Yang's extensive experience includes his role at BMO Wealth Management - Canada, where he served as a Client Relationship Consultant, Estate Specialist, and Investment Representative from 2013 to 2016. His certifications from IIROC and AMF supported his responsibilities in managing client relationships and estate planning services.
Early Career at BMO Financial Group
Simon began his career at BMO Financial Group as a Customer Service Representative from 2011 to 2013. In this role, he developed a foundation in customer service and financial operations, which helped build the skills necessary for his subsequent roles in the financial sector.
Educational Background
Simon Yang earned a Bachelor of Arts (B.A.) in Psychology from Concordia University, completing his studies from 2010 to 2014. He further pursued legal studies at Université de Montréal, achieving a degree in General Law. Additionally, he completed CSC, CPH, and 30IR training at the Canadian Securities Institute in 2015.