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Frederick Cheng
Senior Corporate Account Manager at OFX
Professional Background
Frederick Cheng is a seasoned and adept Corporate Dealer with an impressive track record in the financial services sector. With over a decade of experience, Frederick has honed his skills in various crucial areas, including FX Hedging, Trading, Business Relationship Management, Risk Management, and Currency Analysis. His extensive knowledge and practical understanding of the financial landscape make him a valuable asset to any organization he affiliates with.
In his current role as a Senior Corporate Account Manager at OFX, Frederick is responsible for managing key corporate accounts and ensuring that clients navigate the complexities of currency trading and hedging strategies effectively. His expertise in foreign exchange markets allows him to provide bespoke solutions tailored to meet the unique needs of his clients, promoting comprehensive risk management and maximizing financial outcomes.
Throughout his career, Frederick has contributed significantly to the teams he has been part of. His tenure as an FX Dealer at CanadianForex, which eventually transitioned into a role at OFX, underscores his adaptability and commitment to the field of foreign exchange. Additionally, Frederick served as the Manager of Private Client Dealing, where he played a vital role in enhancing service delivery while ensuring compliance with regulatory standards. His expertise was further recognized through his previous position as a Foreign Exchange Dealer focusing on private client dealing, allowing him to engage directly with clients and offer tailored currency solutions.
Education and Achievements
Frederick’s educational background is as impressive as his professional experience. He studied various technical financial analysis programs that deepened his understanding of market dynamics and trading strategies. Notably, he completed the Chartered Market Technician Program Level 1 through the Market Technicians Association, which equipped him with the technical analysis skills necessary for making informed trading decisions.
In addition to this, Frederick successfully completed the Technical Analysis Course at CSI Global Education, reinforcing his knowledge in analyzing financial markets. His commitment to furthering his expertise is evident in his acquisition of the ACI Dealing Certificate in Foreign Exchange and Money Market from The Financial Markets Association. This certification highlights his diligence in pursuing professional development within the currency trading sector.
Frederick holds a Bachelor of Business Administration degree with a specialization in Economics from the esteemed University of Toronto. This solid academic foundation not only provided him with critical thinking and analytical skills but also prepared him for the multifaceted challenges within the finance industry.
Achievements
Frederick Cheng’s notable achievements speak volumes about his competence and dedication to his profession. His successful transition from a teaching assistant in Economics at the University of Toronto to a senior role in the financial services industry illustrates his progression and growth. His work at OFX, particularly as a Senior Corporate Account Manager, has seen him significantly increase client engagement and retention rates, showcasing his commitment to exceptional client service and relationship management.
Moreover, Frederick has been key in developing and implementing risk management strategies that have not only protected assets but also maximized returns for corporate entities in volatile markets. His passion for financial markets and dedication to client success reinforces his reputation as an expert in the field. Through his comprehensive knowledge of FX Hedging and Trading, he continues to contribute to innovative strategies that address the dynamic needs of the global financial environment.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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