EDUCATION + QUALIFICATIONS
- Associate Degree - Business Administration: Marketing
- CSI Conduct and Practices Handbook Course
- CSI Canadian Securities Course
- ICB Investment Funds of Canada
SUMMARY OF EXPERIENCE
- 20+ years customer service experience (retail, non-profit, chat, email, phone)
- 4 years Canadian Financial Services experience (retail banking, discount brokerage)
- 50 WPM
SOFTWARE EXPOSURE
- Microsoft Office Suite
- Thompson One
- ISM
- Broadridge
- Siebel
- LivePerson
- Salesforce
- Social Media (Facebook, Twitter, Google+)