Vaughan, Ontario, Canada
As a highly motivated individual, I strive to provide my expertise in ways that are most efficient and effective. Currently, I am sharpening my analytical and financial skills through the Ted Rogers School of business, as I look forward completing my CFA. I cant wait to create positive financial impact in the futures of many.
• Actively supporting high-net-worth clients/families with portfolio administration, cash management, and tailored wealth solutions • Co-ordinate with investment advisors and Credit specialists to deliver tailored wealth and lending
• Developed strong relationships with clients to understand their financial needs and goals. • Achieved 1.8M in Sales Revenue. • Addressed any concerns or questions from clients promptly and professionally. Advanced knowledge in banking products and services in order to tailor client needs •Collaborated with other professionals in firm to provide comprehensive services for clients. • Built relationships with internal and external sales referral partners. Collaborated with leadership to support client team member onboarding, coaching and development.