Sugey Cheung Zhu
About Sugey Cheung Zhu
Sugey Cheung Zhu is a Customer Service Representative at CIBC and a Marketing Associate at WealthyPlanet, with a background in finance and marketing.
Company
Sugey Cheung Zhu is currently employed at WealthyPlanet in the role of Marketing Associate. WealthyPlanet is a company focused on creating financial products and services aimed at improving financial literacy and accessibility. Additionally, Sugey serves as a Customer Service Representative at CIBC, indicating a diverse skill set in both marketing and customer service.
Title
Sugey Cheung Zhu holds the title of Marketing Associate at WealthyPlanet and Customer Service Representative at CIBC. These roles involve different aspects of financial services, from customer interactions to marketing and promotion of financial products.
Education and Expertise
Sugey Cheung Zhu earned a Bachelor's degree in Finance, General from Western University, completing a four-year program from 2016 to 2020. Following this, Sugey pursued further specialization by obtaining an Ontario College Graduate Certificate in Marketing Management - Financial Services from George Brown College in 2021. This educational background has provided Sugey with a solid foundation in both finance and marketing, contributing to a dynamic career in financial services.
Background
Sugey Cheung Zhu has a diverse professional background with experience in both China and Canada. In 2019, Sugey worked as a Lending Specialist at PING AN in Shenzhen, Guangdong, China. This role was followed by positions in Canada, including a Customer Service Representative at CIBC and a Marketing Associate at WealthyPlanet. Sugey's experience spans various facets of financial services, from lending to customer service and marketing.
Achievements
Sugey Cheung Zhu has participated in several initiatives aimed at enhancing financial literacy and accessibility. This includes involvement in a next-generation FinTech initiative designed to help Canadians achieve better financial literacy and accessibility. Sugey contributed to developing a free online financial planning platform and played a role in creating low-fee financial products aimed at improving customer financial well-being. These contributions reflect Sugey's commitment to advancing financial services and helping clients improve their financial health.