Joseph Zeng, Cim
About Joseph Zeng, Cim
Joseph Zeng serves as an Operations Associate at Harbourfront Wealth Management and has extensive experience in financial services, including roles at HSBC Global Asset Management and Toronto Dominion Bank.
Work at Harbourfront Wealth Management
Joseph Zeng has been employed at Harbourfront Wealth Management as an Operations Associate since 2018. In this role, he is responsible for various operational tasks that support the firm's wealth management services. His experience in operations contributes to the efficiency and effectiveness of the company's processes.
Experience at Raymond James
Since 2017, Joseph Zeng has worked at Raymond James as a Mutual Fund Associate. In this position, he engages with mutual fund operations, providing support and ensuring compliance with industry standards. His tenure at Raymond James has allowed him to develop expertise in mutual fund management.
Previous Roles in Financial Services
Joseph Zeng has held several positions in the financial services sector. He worked at HSBC Global Asset Management (Canada) as a Portfolio Administrator for one month in 2016. He also served as a Payment Specialist at CBV Collection Services Ltd from 2016 to 2017. Additionally, he was a Senior Reconciliation Officer in Trust Accounting at Toronto Dominion Bank from 1997 to 2004.
Education and Expertise
Joseph Zeng earned a Bachelor of Business Administration (BBA) degree from Baruch College, where he studied from 1993 to 1996. His educational background provides a foundation for his career in finance and operations, enhancing his capabilities in the industry.