Yingfeng (Sara) Xu
About Yingfeng (Sara) Xu
Yingfeng (Sara) Xu is a Financial Service Representative II at CIBC with a background in finance and bookkeeping.
Title
Yingfeng (Sara) Xu holds the position of Financial Service Representative II at CIBC, where she has been working since 2021.
Current Role at CIBC
Yingfeng (Sara) Xu is currently employed at CIBC as a Financial Service Representative II. In this role, she is involved in helping clients with their financial needs, providing tailored financial solutions, and assisting in the execution of banking services. She has held this position since 2021.
Experience at MarsRock Development Group
Prior to her current role, Yingfeng (Sara) Xu worked as a Bookkeeper at MarsRock Development Group from 2019 to 2021. During her tenure there, she handled financial record-keeping, managed invoices, and maintained accurate financial statements. Her role contributed significantly to the financial accuracy and accountability of the organization.
Previous Positions in Finance
Yingfeng (Sara) Xu has experience in various finance-related positions. She served as a Mortgage Assistant at MarsRock Capital Group 昕石资本 for three months in 2019, where she assisted in mortgage processing and client consultations. Additionally, she worked as a Wealth Management Associate at HUAAN Securities Company for one month in Hefei, Anhui, China, in 2019, where she provided support in managing clients' wealth portfolios and offering investment advice.
Education and Expertise
Yingfeng (Sara) Xu earned her Bachelor of Commerce (BCom) degree with a specialization in Finance from the University of Toronto, where she studied from 2015 to 2019. Her academic background has equipped her with a strong foundation in finance, accounting, and business analysis, which she applies in her current role and previous positions within the financial industry.