PRMIA Names New Co-Regional Director of Toronto Chapter
PRMIA is pleased to announce Cleo Li as the new Co-Regional Director of the Toronto chapter. She will lead the chapter along with Co-Regional Director Victoria Guo. Cleo is a highly accomplished Institutional Equity Trader with a proven track record of success in the financial industry. With a wealth of experience in Capital Markets, Private Wealth, and Risk Management, she has held significant strategic roles in renowned financial institutions. She previously served as a Sales Trader at Bank of Montreal, playing a pivotal role in the equity trading team at the Capital Markets and Wealth Management division.
Her expertise lies in driving equity trading strategies and providing value-added solutions to hedge funds, asset managers, and investment advisors. Leveraging her deep understanding of fundamental and technical research, Cleo delivers exceptional equity sales trading coverage to institutional clients, while generating innovative trade ideas. She excels in client relationship management, forging strong partnerships across multiple functions. Cleo's impressive career started in risk management at Credit Suisse in the London, UK office.
Cleo received her Master of Finance degree from Queen's University, where she showcased exceptional academic achievements. She holds Honours Bachelor of Mathematics from University of Waterloo. She is a charter holder of CFA and is a PRMIA Professional Risk Manager (PRM™) Designation holder. Beyond her professional endeavors, Cleo finds fulfillment in engaging in outdoor activities and running. With her international expertise, strategic mindset, and drive for excellence, Cleo is poised to make a lasting impact as the Co-Regional Director role within the PRMIA Toronto community.