flory lisangi

Bilingual Dealer New Business Consultant

SunLife Dealer operation•  September 2023 - Present•  Toronto, ON

Processing transactions, including financial trades and transfer requests, within service standards. Resolving exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data. Working with Data Integrity team to resolve any Nominee reconciliation issues.

Data Scientist

Capstone- Brainstation•  September 2022 - June 2023•  Toronto

Responsible for data collection and preprocessing, model development, validation, and deployment to support informed decision-making and enhance the overall credit risk management process. Developed and implemented machine learning models to assess and manage credit risk for the bank and financial institution using supervised and unsupervised learning.

Bilingual Senior Associate-investment operations

BMO Financial Group / Group RRSP•  June 2020 - March 2022•  Toronto, ON

Provided efficient end-to-end support for BMO ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Provided accurate and timely processing of transactions (financial and non-financial), activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls. Assisted internal business partners to set up new group plans and assisted new plans sponsors with initial set up and onboarding company processes.

Bilingual Service Investment Officer

RBC Investor & Treasury services•  December 2018 - June 2020•  Toronto, ON

Answered incoming calls from Advisors and Investors of the Customer Contact Centre using deep knowledge of service to provide information on: accounts (RRSP, RIF, TFSA, cash account) / mutual funds (DSC, NAV, Book value, Market value, ACB, 10% free units, matured units), policies and procedures, account-related inquiries.