
Yvonne Lau Cfa Pmp Mmai
I'm a trailblazer, curveball handler, and an astute business and technology strategist. I love helping organizations across...
Canada
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Yvonne Lau Cfa Pmp Mmai’s Emails [email protected]
Yvonne Lau Cfa Pmp Mmai’s Phone Numbers No phone number available.
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Yvonne Lau Cfa Pmp Mmai’s Location Canada
Yvonne Lau Cfa Pmp Mmai’s Expertise I'm a trailblazer, curveball handler, and an astute business and technology strategist. I love helping organizations across all industries navigate, transform, innovate, and thrive in change - seemingly the only constant in our new normal. I have a bias toward action, a strong customer focus, and an 20-year background in strategic investing and financial services. Having led several transformations to success (with the most recent achieving >60x growth), I understand how complex change can be. As such, I always take the time to address both the human and digital aspects, and respect the uniqueness of every situation with tailored solutions. I'm an expert in assessing business models and industry dynamics, uncovering insights and opportunities, applying structure to chaos (strategically and tactically), communicating with C-level executives and multi-disciplinary teams, and building relationships with clients, partners, and all around. I'm truly fascinated by the potential use cases of emerging technologies and their powers to transform our future. Recently completed my Master of Management in Artificial Intelligence (MMAI) degree with Queen's University, I also hold certificates in AI Business Strategy and Big Data Analytics. Outside of work, I'm an avid reader, runner, and traveler. "She just has this amazing aura, a mixture of optimism, smarts, creativity, professionalism, but most importantly, care. I jump for joy whenever we work on a project together as I learn so much from collaborating with Yvonne. She certainly gets my full recommendation." - W. Ryan Holt, Director, Digital Marketing at RBC KEY STRENGTHS • Strategy development, planning, and execution • Business and Technology alignment and transformation • Project (Agile and Waterfall), Product, and Portfolio Management • Business casing and value proposition highlights (Pre-sales and Marketing) • Industry/company research and competitive analysis • Data-driven insights and decision-making • Sales funnel conversions and operational improvements • Valuations; Financial analysis, modeling, and forecasting • Clear and concise presentations and written reports • Leading and collaborating with diverse teams, mentoring, and inspiring action • PowerPoint, Excel, Word, Bloomberg, Salesforce, Slack, JIRA, Confluence, Python
Yvonne Lau Cfa Pmp Mmai’s Current Industry Osler Hoskin And Harcourt
Yvonne
Lau Cfa Pmp Mmai’s Prior Industry
Hsbc Global Banking And Markets
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Bmo Capital Markets
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Ci Investments
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Dynamic Funds Scotiabank
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Td Bank
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Questrade Financial
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Osler Hoskin And Harcourt
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Work Experience

Osler Hoskin And Harcourt
Head of Strategic Initiatives
Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Questrade Financial
Head of Business Optimization & Senior Portfolio Manager
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Questrade Financial
Product, Strategy, Operations, and BD | Business Unit Leader | Director & Portfolio Manager
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Td Bank
Strategy and Transformation, Retail Banking and Wealth Management
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Dynamic Funds Scotiabank
Senior Equity Research Analyst, U.S. and Canada
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Ci Investments
Senior Equity Research Analyst, Global Equities
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Bmo Capital Markets
Equity Research Associate
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc Global Banking And Markets
Investment Banking Analyst, Mergers and Acquisitions
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)