Education

Seneca College, Toronto ON. Honours Bachelor of Commerce, Financial Services Management - 2014.

Certifications

Professional Experience

HollisWealth, Toronto.  2015 — Present

BMO Investorline, Mississauga.  2014 — 2015

Providing customer service and assisting clients with all aspects of their brokerage accounts.

Executing orders for clients.

Mentoring new colleagues.

Brought in $12,500,000 in net new assets.

 

BMO Nesbitt Burns, Toronto.  2013 

Responsible for generating new business.

Helped generate $750,000 in net new assets.

Worked closely with investment advisors.

 

Professional Skills

Activities & Interests

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