Credential Company
Credential List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credential. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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75 Credential employees in database. Find out everything there's to know about Credential employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credential Employees
Credential April 2015 - Present
Langley Evangelical Free Church March 2013 - January 2015
Sawka Enterprises August 2010 - April 2014
Langley Evangelical Free Church September 2011 - February 2013
Skills
Employee Relations, Organizational..., Leadership Development, Team Building, Strategic Planning, Human Resources, Customer Service, Performance Management, Public Speaking, Policy, Leadership, Microsoft Office, Team Leadership, Event Planning, Fundraising, Social Media, Nonprofits
Education
Trinity Western University 2008 — 2013
BBA, Leadership and Management
Pacific Academy 2004 — 2008
International Baccalaureate Diploma
CIBC Wood Gundy on The Pope Team June 2014 - Present
TD Waterhouse October 2008 - June 2014
CIBC Wood Gundy March 2005 - October 2008
Credential October 2004 - March 2005
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Advisory, Securities, Investment Strategies, Equities, Asset Managment, Asset Allocation, ETFs, Risk Management, Estate Planning, Fixed Income, Alternative Investments, Mortgage Lending, Financial Services
Education
British Columbia Institute of Technology 2002 — 2004
Financial Management
Canadian Securities Institute
Investments and Securities
Credential December 2013 - Present
G&F Financial Group November 2013 - Present
G&F Financial Group September 2012 - Present
G & F Financial Group June 2008 - September 2012
Skills
Banking, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Microsoft Office, Financial Analysis, Refinance, Credit Unions, Financial Risk, Cash Management, Team Building, Relationship Management, Insurance, Cross Selling, Credit Analysis, Finance, Investments, Retirement Planning, Loans, Strategic Financial..., Residential Mortgages, Financial Services, Lines Of Credit, Portfolio Management, Mutual Funds, Asset Allocation, Financial Planning
Education
BCIT 2009 — 2014
BBA, Bachelor of Business Administration, With Distinction
Canadian Securities Institute 2013 — 2013
IFIC
Dalhousie University 2012 — 2012
Consumer and Residential Mortgage Lending, Honours
Canadian Securities Institute 2008 — 2008
CSC
BCIT 2006 — 2008
Diploma of Technology (Dipl. T.), Financial Management - Corporate Finance
Haywood Securities September 2014 - Present
Credential February 2014 - May 2014
Canaccord Genuity Inc. September 2012 - March 2013
Skills
Finance, Investment Management, Financial Analysis, Financial Services, Investments, Administration, Management, SDLC, HTML, SQL, Business Analysis, XML, TFS, Operating Systems, Web Development, E-commerce, Microsoft SQL Server, Requirements Analysis, Databases, .NET, Computer Science, Web 2.0, User Acceptance Testing, JavaScript, System Testing, Oracle, Business Management, Software Testing Life..., Test Automation Tools, Automation Testing, Office 365, Regression Testing, Requirements Gathering, White Box Testing, Test Automation, Test Cases, Test Design, Oracle Grid, Database Admin
Education
Sprott Shaw College 2011 — 2013
Advanced Business management&E-commerce, International Business/Trade/Commerce
Maharshi Dayanand University 2006 — 2010
Bachelors in Computer Application, Computer Science
MD Anderson Cancer Center May 2014 - Present
Texas Children's Hospital September 2007 - May 2014
Credential November 2006 - September 2007
Smith & Dean September 2006 - September 2007
Skills
PowerPoint, Research, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, •Well-rounded..., EMR, Cpr Certified, HIPAA
Education
Sanford-Brown College-Houston 2000 — 2000
Medical/Clinical Assistant, 3.2
Credential March 2014 - Present
Credential November 2011 - March 2014
Credential May 2009 - October 2011
Credential Financial February 2006 - May 2009
Clarica Investco Inc January 2004 - January 2006
Clarica Financial (A Sun Life Company) August 2002 - January 2006
Sun Life Financial January 2000 - November 2005
Sun Life Financial April 2000 - August 2002
Skills
Insurance, Estate Planning, Investments, Succession Planning, Financial Planning, Retirement Planning, Strategic Financial..., Tax, Mutual Funds, Financial Advisory, Long-term Care, Wealth Management, Investment Advisory, Training, Fixed Annuities, Wealth, Business Planning, Investment Strategies, Retirement, Life Insurance, Financial Planners, Certified Financial...
Education
Canadian Institute of Financial Planning
Financial Planning Standards Council
CFP, Financial Planning
Advocis 1988 — 1993
CLU, Estate and Financial Planning
Canadian Institute of Financial Planning 1983 — 1987
CFP, Financial Planning
University of Alberta 1977 — 1981
BSc, Specialization in Zoology
Tarion Warranty Corporation March 2008 - Present
CBSR 2009 - 2011
Credit Union Central of Ontario April 2004 - March 2008
Credential 2004 - 2007
Metro Credit Union 1994 - 2004
Capital City Savings 1992 - 1994
Skills
Strategic Planning, Risk Management, Banking, Team Building, Business Analysis, Project Management, Financial Analysis, Budgets, Process Improvement, Change Management, Leadership, Coaching, Mergers, Customer Service, Financial Services, Marketing Communications, Governance, Investments, Insurance, Analysis, Strategy, Mergers & Acquisitions, Business Process..., Policy, Business Strategy, Executive Management, Management Consulting, Program Management, Management, Business Intelligence, Team Leadership, Performance Management, Vendor Management
Education
University of Manitoba 1975 — 1977
Bachelor of Commerce (Honours)
University of Manitoba 1972 — 1975
BA, Economics and Psychology
Credential November 2012 - Present
HSBC Canada December 2011 - August 2012
Huntsman Turkey September 2010 - April 2011
Altinay Robotics and Automation Inc. January 2007 - April 2009
Kariyer.net June 2005 - January 2007
Skills
HRIS, Human Resources, Personnel Management, Employee Benefits, Talent Management, Performance Management, HR Policies, Recruiting, Talent Acquisition, Succession Planning, Organizational..., Deferred Compensation, Workforce Planning, Interviews, Employee Training, New Hire Orientations, Training, Job Descriptions
Education
Yildiz Technical University 2004 — 2008
Master's Degree, Human Resources Management
Mimar Sinan Güzel Sanatlar Üniversitesi 2000 — 2004
Bachelor's Degree, Statistics
Credential April 2015 - Present
Donair Dude Ltd July 2011 - March 2015
Todes Dance Studio September 2005 - June 2008
Skills
Teamwork, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Office Management, Team Leadership, PowerPoint, Telephone Skills, Training, Social Media Marketing, Management, Leadership, Public Relations, Sales, Administrative..., Negotiation, Social Networking, Social Media
Education
Langara College 2010 — 2015
Bachelor of Business Administration (BBA), Accounting
Credential February 2015 - Present
ScotiaMcLeod April 2013 - May 2014
Business Owner/Consultant July 2010 - April 2013
RBC Dominion Securities 2006 - 2010
Cypress Capital Management January 1999 - January 2004
RT Investment Counsel June 1998 - January 1999
Vancouver Financial Planning Consultants August 1995 - June 1998
Skills
Wealth Management, New Business Development, Market Research, Marketing Strategy, Sales Process, Communication, Franchising, Operational Excellence, Organizational..., Human Resources, Training, Conflict Management, Presentations, Office Administration, People Development, Coaching, Leadership, Small Business, Compliance, Recruiting, Customer Service, Report Writing, Marketing, Strategic Planning, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Investments, Management, Mutual Funds
Education
Royal Roads University 2014 — 2016
Master's Degree, Leadership
The University of Hull
BA Hons, Social Policy & Administration
Canadian Securities Institute
Dale Carnegie Training
Leadership Training for Managers
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
Credential February 2015 - April 2015
Intesa Sanpaolo Bank Romania April 2012 - October 2014
Intesa Sanpaolo Bank Romania October 2008 - May 2012
ABN AMRO Bank N.V. September 2007 - July 2008
NAI Global - Property Partners April 2007 - August 2007
UniCredit Tiriac Bank November 2002 - April 2007
Skills
Project Management, Credit Analysis, Credit Risk, Retail Banking, Marketing Liason, Employee Training, Marketing Communications, Management, CRM
Education
Universitatea de Vest „Vasile Goldiș” din Arad 2002 — 2005
Bachelor of Business Administration (BBA)
BC Hydro August 2013 - Present
BC Hydro August 2012 - April 2013
Inventure Solutions March 2012 - August 2012
Canaccord Genuity Corp. September 2009 - March 2012
Central 1 Credit Union May 2009 - September 2009
Credential May 2007 - April 2009
Scotiabank 2005 - 2007
Bank of Montreal 2003 - 2005
Canadian Depository for Securities 2003 - 2003
Ontario Securities Commission 2002 - 2003
Skills
Business Analysis, Project/Program..., Relationship Building, SQL, XML, Vendor Management, Written/Oral..., Business Process..., Project Management, Software Project..., Business Process..., Business Process Design, Analysis, Requirements Gathering, SharePoint, PMP, Business Intelligence, User Acceptance Testing, Integration, Quality Assurance, Business Requirements, PMO
Education
International Institute of Business Analysis 2010 — 2010
Certified Business Analysis Professional
Project Management Institute 2008 — 2008
Project Management Professional Certification
Langara College 2007 — 2008
Advanced Project Management Certificate
Canadian Securities Institute 2005 — 2005
Canadian Securities Course
George Brown College 2003 — 2003
Java Programming
University of Toronto 2000 — 2000
Technical Writing
University of Alberta 1992 — 1997
Bachelor of Arts, English
Credential April 2009 - Present
Credential June 2005 - April 2009
The CUMIS Group 1999 - 2005
Equinox Financial Group 1995 - 1997
Great-West Life 1990 - 1995
Skills
Chartered Life..., Chartered Financial..., Certified Financial..., Sales Management, Partner Relationship..., Business Development, Key Account Management, Leadership, Strategic Planning, Investment Advisory, Insurance, Registered Investment..., Financial Advisory, Management Consulting, Investments, Wealth Management, Business Strategy, Risk Management, Retirement Planning, Strategy, Business Planning, Strategic Financial..., Financial Services, Partner Management, Individual Life, Financial Planning, Mutual Funds
Education
University of Manitoba 1983 — 1988
Bachelor of Commerce, Marketing
Queens Bridge-Wealth / Aligned Capital Partners 2013 - Present
Queens Bridge-Insurance 2013 - Present
Credential 2007 - 2013
BMO Nesbitt Burns 1999 - 2005
Skills
Securities, Investment Strategies, Investment Advisory, Fixed Income, Investments, Portfolio Management, Financial Services, Retirement Planning, Strategy, Insurance, Strategic Financial..., Wealth, Equities, Credit, Mutual Funds, Wealth Management, Trading, Finance, Fundraising, Financial Risk, Financial Advisory, Estate Planning, Wealth Management..., Life Insurance, Critical Illness, Disability Insurance
Education
Brock University 1987 — 1991
BA, Economics and Business Administration
Canadian Securities Institute 1992 — 1992
•Canadian Securities Course
Canadian Securities Institute 1993 — 1993
•Registered Representative Course
Canadian Securities Institute 1994 — 1994
•Canadian Options Course
Canadian Securities Institute 1994 — 1994
•Canadian Futures Exam
Philadelphia Exchange 1995 — 1995
•Philadelphia Foreign Exchange Options
Canadian Securities Institute 1998 — 1998
•Canadian Investment Management (PFP)
Credential April 2015 - Present
B2B Trust January 2012 - Present
Glentel July 2010 - March 2011
Ishida Europe Ltd June 2008 - September 2009
Industrial Development Corporation of SA Ltd. (IDC) 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Credit, Banking, Investments
Education
CGA-BC 2010 — 2012
CGA-LEVEL 3, Accounting, Finance
Canadian Securities Institute 2010 — 2011
CSC, Finance, Investments, Capital Markets
Coventry University 2008 — 2009
Master, Investment management
University of Pretoria/Universiteit van Pretoria 2001 — 2004
Bcom, economics
ST ALBANS
Kaiser Permanente April 2015 - Present
Infosys June 2014 - January 2015
Microsoft July 2014 - December 2014
BCAA April 2013 - November 2013
Credential February 2009 - November 2010
CBAP Essentials October 2009 - October 2010
BCAA July 2007 - November 2008
BCAA July 2007 - November 2008
City of Surrey February 2007 - June 2007
Credential Financial, Inc. August 2005 - February 2007
Skills
Change Management, Certified Project..., Business Analysis, Project Management, Analysis, Customer Support, Requirements Gathering, SDLC, Software Project..., Requirements Analysis, PMP, Vendor Management, User Acceptance Testing, Business Process..., SharePoint, Business Process Design, Process Improvement, Software Documentation, Testing, Visio, Management, Business Process, Business Requirements, Systems Analysis, PMO, UML, Project Portfolio..., Agile Methodologies, Project Delivery, Agile Project Management, SQL, Scrum, Business Transformation, Crystal Reports, Business Process Mapping, ETL, Test Planning, Insurance, Resource Management, Integration, Software Development, Risk Management, Program Management, Training, Leadership, Consulting
Education
Kwantlen University College 2006 — 2006
Certificate, CELTA
Langara College 2005 — 2005
CMA Prep Course
Ateneo de Manila University 2000 — 2002
MBA, Business Administration
Ateneo de Davao University 1994 — 1998
Bachelor, Computer Science
ScotiaMcLeod November 2012 - July 2015
Richardson GMP Limited September 2006 - November 2012
Credential 2004 - 2006
Skills
Investment Advisory, Investment Strategies, Investments, Wealth Management, Mutual Funds, Equities, Securities, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Retirement Planning
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
British Columbia Institute of Technology / BCIT 2001 — 2003
Financial Management, Corporate Finance
Credential July 2014 - Present
Hip Digital Media Inc. October 2010 - June 2014
Transat January 2010 - June 2010
Skills
ASP.NET MVC, LINQ, Test Driven Development, WCF, Java, TFS, C#, Design Patterns, REST, .NET, Microsoft SQL Server, XML, Visual Studio, PHP, JavaScript, MVC, Object Oriented Design, JSON, ASP.NET, Unit Testing, Subversion, Eclipse, UML, BizTalk, WCF Services, XSLT, Solr, SQL Server, Microsoft Visual Studio..., FQL, Google Analytics, Octopus, TeamCity, Continuous Integration
Education
École de technologie supérieure 2006 — 2010
John Abbott College 2002 — 2005
Computer Science, Computers
Credential May 2014 - Present
Credential September 2012 - May 2014
Credential November 2010 - July 2012
Skills
Securities, Mutual Funds, Process Improvement, Leadership, Business Analysis, Requirements Gathering, Project Management, Banking, Management, Analysis, Investments, Insurance
Education
Simon Fraser University 1999 — 2004
BA, Economics
Seycove Secondary
True North Management Inc. October 2014 - Present
Best Buy Canada February 2013 - August 2014
Credential January 2002 - February 2013
Municipality of Anchorage June 2001 - August 2001
Skills
Project Management, Microsoft SQL Server, Web Design, Web Development, ASP.NET, SharePoint, T-SQL, C#, Business Analysis, Requirements Gathering, XML, Requirements Analysis, Process Improvement, Software Development, jQuery, ASP.NET MVC, Business Communications, Leadership, Agile Methodologies, SDLC, Team Leadership, Management
Education
Global Knowledge 2015 — 2015
Active Leadership for IT Professionals
6 Sigma Study 2014 — 2014
Six Sigma Green Belt Professional
ASPE, a division of Fortis College 2014 — 2014
Managing Projects with Microsoft Server 2013
The University of British Columbia 2013 — 2013
Leading Organizational Change
Scrum Alliance 2012 — 2012
ITIL v3 Certification
Global Knowledge 2012 — 2012
IT Project Management Course (4 days)
CollabNET 2012 — 2012
Certified ScrumMaster (CSM) Designation
Project Management Institute 2011 — 2011
Project Management Professional (PMP) Designation
British Columbia Institute of Technology 2006 — 2007
ASP.NET Advanced Programming, C#, Web Services
Canadian Securities Institute 2005 — 2006
Financial Management Advisor (FMA) Designation
CRNBC December 2013 - April 2014
Kal Tire June 2012 - October 2013
CRNBC February 2012 - June 2012
Self-employed October 2007 - June 2012
lululemon athletica October 2009 - April 2011
GFS Canada July 2009 - September 2009
lululemon athletica April 2009 - May 2009
Credential August 2008 - December 2008
2010 Legacies Now April 2008 - June 2008
Lambda Solutions April 2008 - May 2008
Skills
Business Process, Software Documentation, Process Improvement, Management, E-commerce, Business Analysis, Testing, SharePoint, Training, Analysis, CRM, Consulting, Requirements Analysis, Business Requirements, Project Management
Education
Northern Alberta Institute of Technology / NAIT 1980 — 1982
Diploma, Computer Systems
Georges P Vanier
Credential September 2000 - Present
Northwest & Ethical Investments (formerly The Ethical Funds Company) September 2000 - January 2007
Credit Union Central of BC January 1997 - August 2000
Skills
Marketing Communications, Strategic Communications, Corporate Communications, Business Communications, Social Media Marketing, Marketing Strategy, Media Relations, Email Marketing, Integrated Marketing, Marketing Management, Brand Management, Investments, Communications Planning, Digital Marketing, Corporate Social..., Internal & External..., Public Relations
Education
Simon Fraser University 1991 — 1996
Bachelors, Business Administration
St Ann's Academy
Phillips, Hager & North March 2012 - Present
Credential December 2003 - October 2011
Bank of Montreal May 2001 - September 2003
Canadian Food Inspection Agency May 1999 - August 1999
Deerhurst Resort April 1998 - October 1998
Skills
Financial Services, Leadership, Mutual Funds, Investments, Customer Service, Analysis, Wealth Management, Securities, Portfolio Management, Account Reconciliation, Process Improvement, Trading, Management, Options, Risk Management, Coaching, Credit, Change Management
Education
Canadian Securities Institute 2003 — 2012
CSC, CPH, DFC, BCO
University of Waterloo 1998 — 2003
Bmath, Business, Mathematics, Economics
The University of British Columbia 2001 — 2001
Commerce
PNI Digital Media February 2013 - Present
Credential December 2004 - November 2011
Optimum General July 2001 - December 2004
Skills
Customer Service, Team Leadership, Project Management, Management, Microsoft Office, Performance Management, Team Building
Education
The University of British Columbia 1996 — 2001
Masters of Art, Anthropology
University of Prince Edward Island 1992 — 1996
Bachelor of Arts, Anthropology
CIBC Mellon August 2015 - Present
Investment Planning Counsel April 2014 - February 2015
DUCA Financial Services Credit Union Ltd. May 2012 - April 2014
Central 1 Credit Union July 2009 - March 2011
Central 1 Credit Union May 2005 - June 2009
Credential 2002 - 2005
CIBC Investors Services 1999 - 2002
CIBC 1998 - 1999
CIBC January 1990 - April 1998
Skills
Mortgage Lending, Sales, Training Facilitation, Call Center, Trading, Relationship Management, Wealth Management, Superior Client Service, Coaching, Business Development, Retail Lending, Mortgage Pools, Financial Services, Loans, Investments, Leadership, Banking
Education
British Columbia Institute of Technology
Canadian Securities Institute
Credential June 2015 - Present
Associated Brands October 2012 - June 2015
Skills
Talent Acquisition, Benefits Administration, Employee Relations, Leadership, Customer Service, Team Building, Team Leadership, Strategic Planning, Performance Management, Training, Microsoft Office, Talent Management, Sales, Recruiting, Coaching, Change Management, Business Strategy, Employee Engagement
Education
Simon Fraser University 1999 — 2004
Bachelor's Degree, Business Administration - Human Resources & Marketing
Credential March 2000 - Present
Credential Securities March 1990 - Present
Skills
Can put together..., Wealth Management, Investments, Retirement Planning, Mutual Funds, Financial Planning, Investment Advisory, Portfolio Management, Investment Strategies, Financial Services, Banking
Education
CGA of manitoba
CGA
University of Manitoba
Bachelor of Commerce (B.Com.) (Hons), Accounting
Credential November 2014 - Present
Credential September 2013 - November 2014
Chirplocker August 2012 - December 2013
Credential January 2012 - September 2013
Credential Direct January 2008 - May 2012
Credential Securities October 2006 - January 2008
GE Energy June 2003 - August 2003
Skills
Options, SharePoint, Captivate, Mutual Funds, Securities, Investments, Strategic Financial..., Insurance, Risk Management, Strategic Planning, Investment Advisory, Equities, Portfolio Management, Team Leadership, Leadership, Game Design, Business Development, Social Media Marketing, Product Management, Dataphile, Social Media, Technology Software, Strategy, Management, Wealth Management, Start-ups, Financial Services, Financial Advisory, Investment Strategies, Trading, Retirement, Training, Asset Management, Analysis, Marketing
Education
SUNY Plattsburgh 2003 — 2006
Bachelor of Science (B.S.), Finance
State University of New York College at Plattsburgh 2003 — 2006
Bachelor of Science, Finance
Credential March 2014 - Present
Skills
Software Documentation, Business Analysis, Business Intelligence, Microsoft Excel, Microsoft Word, Insurance, Software Development, Programming, Process Improvement, Query Writing, T-SQL Stored Procedures, Data Reconciliation, Financial Reporting, SQL Server Management..., Adobe Acrobat, VBA, JavaScript, Process Automation, Change Management, MS Excel Pivot Tables, Access Database
Education
Simon Fraser University 2004 — 2009
BBA, Finance
Credential June 2014 - June 2015
RBC Global Asset Management October 2012 - April 2014
AIB August 2011 - May 2012
Gorey Garda Station June 2008 - September 2008
Skills
Customer Service, Microsoft Word, PowerPoint, Call Center, Time Management, Cross Selling, Telephone Skills, Teamwork, Banking, Finance
Education
Institute of Technology, Carlow 2008 — 2011
Bachelor of Arts (B.A.), Communications and Public Relations
St Anne's College of Further Education 2007 — 2008
Fetac Level 5 Business Administration
Community School Tullow 2001 — 2006
Credential April 2013 - Present
Penson Financial Services June 2010 - December 2012
Penson Financial Services June 2006 - June 2010
Via Route February 2003 - June 2006
Education
Concordia University 2004 — 2009
Bachelor of Commerce, Finance
CEGEP - John Abbott College
Le Plateau
Credential August 2015 - Present
BMO Nesbitt Burns November 2011 - August 2015
Raymond James Ltd. April 2000 - November 2011
Island Savings Credit Union May 1999 - March 2000
Island Savings Credit Union November 1996 - May 1999
Island Savings Credit Union August 1993 - November 1996
Skills
Wealth Management, Investments, Investment Advisory, Retirement Planning, Wealth, Retirement, Options, Fixed Income, Financial Advisory, Strategic Financial..., Financial Services, Equities, Portfolio Management, Small Business, Asset Management, Mutual Funds, Relationship Management, Alternative Investments, Mortgage Lending, Financial Planners, Estate Planning, Securities, Business Development, Asset Allocation, Disability Insurance, Risk Management, Investment Strategies, Financial Risk, Insurance, Banking, Finance, Wealth Management..., Financial Planning
Education
Advantage Coaching & Training 2010 — 2010
RCC, Registered Corporate Coach
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA, Investment Management
University of Victoria 1997 — 1998
Business Administration
University of Victoria 1991 — 1996
Bachelor of Arts, Psychology & Sociology
InDesign Course
South Carleton HS
Credential April 2007 - Present
Marketing Consultancy June 2006 - Present
Canadian West Coast Chapter PMI January 2014 - November 2014
Berman Studios February 2006 - March 2007
CHIP REIT February 2003 - October 2006
Ernex Marketing Technologies May 2002 - December 2003
Skills
Marketing Communications, Marketing Strategy, SEO copywriting, Copywriting, Marketing, Project Management, Project Managers, Google Analytics, Web Marketing Strategy, Web Marketing, Coaching, Strategic Thinking, Strategic Planning, Creative Direction, Product Marketing, Direct Marketing, Email Marketing, Marketing Management, Brand Development, Brand Management, Online Advertising, Digital Marketing, Advertising, Management, PMI, Sales, Web Design, Web Analytics, Web Content, Social Media Marketing, Online Marketing, Branding & Identity, Brand Loyalty, Brand Implementation, Corporate Branding, Brand Awareness, Sales Process
Education
Project Management Institute 2010 — 2010
Project Management Professional PMP, Project Management
Capilano University 2004 — 2008
Bachelor of Business Administration (BBA), Business & Marketing
Emily Carr University of Art and Design 2003 — 2003
Graphic Design
British Columbia Institute of Technology 1999 — 2001
Diploma, Marketing
Credential October 2012 - Present
Fiver Media June 2008 - November 2008
Riptown Media August 2006 - May 2008
Riptown.com Media February 2006 - August 2006
Credential Financial November 2004 - January 2006
Credential Financial August 2004 - October 2004
Credential Financial November 2002 - July 2004
Skills
Agile Methodologies, Testing, Software Project..., Test Planning, Agile Project Management, Scrum, Analysis, Requirements Gathering
Education
Danube Technologies
CSM, Certified Scrum Master
Springboard SPC
Software Testing & QA Techniques
The University of British Columbia
Requirements Analysis & Specs
The University of British Columbia 1990 — 1991
2 years of BA
Credential June 2011 - Present
Credential July 2007 - May 2011
Credential Financial Inc. January 2007 - June 2007
Skills
Wealth Management, Investments, Mutual Funds, Securities, Risk Management, Financial Services, Banking, Investment Advisory, Insurance, Asset Management, Equities, Microsoft Excel, Business Analysis, Financial Analysis, Change Management, Process Improvement, Customer Service
Education
Simon Fraser University 1997 — 2003
Bachelor of Business Administration (BBA), Finance, General
GardaWorld Cash Services Director-Corporate & Retail GroupGardaWorld.July 2015 - Present
G4S Cash Solutions (Canada) Ltd January 2011 - Present
G4S Cash Services (Canada) Ltd 2004 - December 2010
IKON Office Solutions April 2002 - November 2004
Credential March 2001 - November 2002
Future Shop 2001 - 2001
Skills
Relationship Management, New Business Development, Sales, Customer Satisfaction, Solution Selling, Business Development, CRM, Account Management, Sales Process, Negotiation, Salesforce.com, Team Building, Sales Operations, B2B, Direct Sales, Key Account Management, Customer Retention
Education
Carleton University 1993 — 1996
JA Turner
Stockwatch September 2009 - Present
Credential Financial April 2009 - May 2009
Credential December 2008 - April 2009
Canaccord Financial 2009 - 2009
Credential May 2008 - November 2008
Skills
Equities, Social Media, Marketing Strategy, Mutual Funds, Marketing Communications, Business Strategy, Marketing, Public Relations, Press Releases, Copywriting, Entrepreneurship, Strategy, Market Research, Research, Corporate Communications, Social Media Marketing, Strategic Communications, Online Marketing, Editing, Blogging, Media Relations, Copy Editing, Email Marketing, Brand Development, Social Networking, Finance
Education
McGill University 2002 — 2006
B.A., English and North American Studies
De La Salle College "Oaklands" 1996 — 2002
Ontario Secondary School Diploma
Provincial Blood Coordinating Office August 2012 - Present
Towgood Household July 2011 - July 2012
Vancouver Coastal Health November 2009 - June 2011
Providence Health Care November 2006 - April 2009
Credential June 2006 - November 2006
Fraser Health Authority 2004 - 2006
Coast Capital Savings Credit Union 2003 - 2004
Coast Capital Savings Credit Union 2001 - 2003
Coast Capital Savings Credit Union 1998 - 2001
Skills
Business Analysis, Change Management, Requirements Analysis, Requirements Gathering, Process Improvement, Business Process..., SDLC, PMP, Project Management, Team Leadership, Vendor Management
Education
Simon Fraser University
Bachelor, Arts
PROSCI Change Management
Shell 2010 - Present
Credential 2005 - 2009
Education
Bangalore University 1996 — 1999
BSc, Computer Science
University of Jaffna
HSBC Global Asset Management 2008 - Present
Credential 2007 - 2008
Skills
Brand Management, Asset Management, Customer Service, Corporate Communications, Direct Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Internal Communications, Marketing Communications
Education
The University of British Columbia 1994 — 1998
B.Comm, Marketing
Credential June 2011 - Present
Credential January 2007 - May 2011
Skills
Insurance, Investments, Wealth Management, Banking, Financial Services, Investment Advisory, Securities
Education
CFA Institute 2011 — 2015
Charter Holder, Finance
Simon Fraser University 1997 — 2003
Bachelor of Business Administration (B.B.A.), Finance
GF Securities Canada Company Limited May 2015 - Present
National Bank of Canada October 2014 - April 2015
Credential October 2008 - October 2014
Cliedis 2010 - 2010
Credential August 2008 - January 2009
Credential Financial Inc. / Northwest & Ethical Investments L.P. August 2002 - August 2008
Vantage Securities Inc. 1995 - 1998
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Financial Services, Banking, Securities, Strategic Planning, Credit, Business Analysis, Relationship Management, Financial Analysis, Asset Management, Leadership
Education
Simon Fraser University 1992 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Paul Rowe 1985 — 1988
High school
Credential October 2014 - Present
Credential May 2013 - October 2014
Ticketmaster Entertainment September 2010 - September 2012
Transport Canada January 2012 - April 2012
Elettra Communications September 2011 - November 2011
Hallmark Cards 2007 - 2009
Skills
Media Relations, Social Media, Marketing, Sales, Leadership, Event Planning, Marketing Communications, Social Media Marketing, Communication, Teamwork, Time Management, Public Speaking, Event Management, Microsoft Office, Customer Service, Public Relations, Writing, Research, PowerPoint, Social Networking, Strategic Communications
Education
British Columbia Institute of Technology
British Columbia Institute of Technology
Humboldt-Universität zu Berlin
Simon Fraser University
Communication
Credential November 2014 - Present
Credential April 2012 - November 2014
Credential 2005 - 2012
Skills
Requirements Gathering, Data Validation, Functional Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, Requirements Analysis, Testing, Software Project..., SharePoint, Business Analysis, PMP, Integration, SDLC, Quality Assurance, Process Improvement
Education
University of Toronto
British Columbia Institute of Technology
Canadian Securities Institute
Canadian Securities Course (CSC), Branch Compliance Managers Course
Investment Funds Institute of Canada (IFIC)
IFIC Mutual Funds Operations Course
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Credential June 2014 - November 2014
Sun Life Financial 1997 - May 2014
J. Blenkarn Holdings 1995 - 1997
UBC David Lam Centre for Continuing Studies 1995 - 1995
GEOS Corporation, Japan September 1992 - September 1993
Skills
Mutual Funds, Insurance, Life Insurance, Financial Services, Disability Insurance, Analysis, Finance, Business Analysis, Long-term Care, Term Life Insurance, Health Insurance, Underwriting, Investments, Financial Advisory, Retirement Planning, Retirement, Training, Leadership
Education
British Columbia Institute of Technology 1994 — 1995
Computer Technology/Computer Systems Technology
The University of British Columbia 1988 — 1992
B.Sc., Science
Great-West Life May 2014 - Present
Qtrade Financial Group October 2006 - April 2014
Qtrade Financial Group March 2009 - October 2011
Qtrade Financial Group October 2006 - March 2009
Credential June 2003 - October 2006
Investors Group Financial Services Inc. June 2002 - June 2003
Canadian Western Trust January 2001 - June 2002
ScotiaMcLeod June 2001 - January 2002
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Investment Advisory, Wealth, Retirement Planning, Securities, Insurance, Asset Managment, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Investment Management, Equities, Financial Services, Mortgage Lending, Asset Management, FX Options, Fixed Income, Banking, Business Planning, Critical Illness, Personal Finance, Credit Analysis, Alternative Investments, Financial Planners, Relationship Management, Financial Advisory, Asset Allocation, Credit, Bonds, Certified Financial..., Life Insurance, Loans, Wealth Accumulation, Disability Insurance, Financial Analysis, Trading, Fixed Annuities, Wealth Management..., Risk Management, Pensions, Finance, Training Delivery, Coaching, Team Management, Project Management, Sales
Education
Simon Fraser University 1996 — 1999
Criminology and Political Science
Credential June 2015 - Present
Credential May 2014 - June 2015
Credential January 2013 - May 2014
Credential October 2010 - January 2013
London Drugs February 2002 - August 2007
London Drugs September 2001 - January 2002
Skills
Microsoft Office, Customer Service, PowerPoint, Critical Thinking, Microsoft Word, Project Management, Management, Microsoft Excel, Business Analysis, Team Leadership, Coaching, Laserfiche, Document Management, Document Imaging, HTML, T-SQL, CSS, Adobe Acrobat
Education
British Columbia Institute of Technology 2014 — 2016
Associate Certificate, Database Administration and Design
Fordham University 2008 — 2008
Diploma, International Diploma in Humanitarian Assistance
The University of British Columbia 2005 — 2007
Bachelors, Political Science
Capilano University 2002 — 2005
Diploma, Associates of Arts
Argyle Secondary School 1997 — 2001
High School Diploma
New Horizons Inc
Certificate, Microsoft Office Programs
BlueShore Financial 2000 - Present
Pacifica Mortgage Investment Group February 2012 - Present
United Mortgage Group October 2001 - Present
Credential February 2011 - February 2013
Filene Research Institute 2004 - 2013
Canadian Northern Shield March 2004 - March 2008
The CUMIS Group March 2003 - February 2008
Vancity February 1995 - October 2000
Vancity Enterprises Ltd. January 1989 - February 1995
Skills
Investments, Strategic Planning, Banking, Wealth Management, Mortgage Lending, Mentoring, Business Strategy, Corporate Finance, Portfolio Management, Mutual Funds, Strategic Financial..., Marketing, Risk Management, Strategy, Financial Analysis, Financial Services, Finance, Loans, Investment Advisory, Commercial Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Unions, Marketing Strategy, Credit Analysis, Retirement Planning, Credit, Relationship Management, Consumer Lending, Financial Advisory, Financial Risk, Leadership
Education
University of Toronto - Rotman School of Management 2011 — 2012
ICD Directors Education Program
Joint Program Harvard and MIT 1997 — 1997
Program For Key Executives
The University of British Columbia 1978 — 1985
Master of Arts (M.A.), Bachelor of Arts (B.A.)
Vancity Manager, Financial PlanningVancityAugust 2002 - Present
Vancity March 2001 - August 2002
Credential March 1996 - June 2000
Vancity March 1991 - March 1996
Skills
Investments, Budgeting, Financial Planning, Public Speaking, Retirement Planning, Banking, Financial Analysis, Credit, Wealth Management, Pensions, Financial Management, Supervisory Skills, Technical Writing, Quality Assurance, Estate Planning, Defined Benefit, Teaching Adults, Strategic Financial..., Investment Advisory, Mutual Funds, Wealth, Financial Advisory, Portfolio Management, Risk Management, Mortgage Lending, Financial Services, Retirement, Investment Management, Wealth Management..., Investment Strategies, Certified Financial..., Income Tax, Retirement Benefits, Retirement Savings, Residential Mortgages, Personal Financial..., Asset Allocation, Bonds, Asset Management
Education
Western University 1987 — 1990
BA
British Columbia Institute of Technology 1992 — 1995
Associate Certificate
Vancouver Community College 2007 — 2007
n/a
York House School
Deloitte January 2011 - Present
SAP Business Objects October 2008 - November 2010
Business Objects October 2005 - October 2008
Credential February 2004 - October 2005
City of Vancouver November 2003 - February 2004
RBC Royal Bank July 2000 - November 2003
Skills
Financial Reporting, Auditing, Invoicing, Finance, SAP, Analysis, Financial Analysis, Financial Statements, Microsoft Excel, Administration, Customer Service, Outlook, Microsoft Office, Microsoft Word, ERP, Business Process, Accounting, Adobe Acrobat, Data Entry, SAP CRM
Education
British Columbia Institute of Technology
Financial Management
Vancouver School Board
Dental Reception
Credential November 2014 - Present
Credential December 2012 - October 2013
Union Securities Ltd. October 2009 - December 2012
Union Securites Ltd. November 2006 - September 2009
Union Securities Ltd. July 2004 - October 2006
CresaPartners (formerly Moss Realty) May 2002 - July 2002
Moss Realty Inc. April 2001 - August 2001
Skills
Financial Analysis, Dataphile/Execlear, Process Improvement, Financial Reporting, Financial Accounting, Payroll Software, Payroll, MS Office Suite, Banking, Microsoft Excel, Microsoft Office, Accounting, Finance, Financial Modeling, Investments, Corporate Finance, Account Reconciliation, Equities, Asset Management, Strategic Financial...
Education
Certified General Accountants Association of British Columbia 2005 — 2011
Certified General Accountant
Mount Royal University 2001 — 2004
Bachelor of Applied Business Administration
The London School of Economics and Political Science (LSE) 2002 — 2002
Credential February 2015 - Present
Penson Financial Services June 2011 - December 2012
Penson Financial Services January 2010 - June 2011
Penson Financial Services July 2008 - December 2009
BMO May 2007 - May 2008
Skills
Securities, Equities, Financial Services, Financial Risk, Trading, Options, Trading Systems
Education
Concordia University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance, General
Credential 2013 - Present
NEI Investments 2008 - 2012
Deustche Bank - Jakarta Branch 2004 - 2007
Citibank - Jakarta Branch 1999 - 2003
Skills
Finance, Microsoft Excel, Financial Reporting, Financial Audits, Tax, Internal Controls, Financial Analysis, Financial Accounting, US GAAP
Education
Asian Institute of Management
Management Development Program
University of Santo Tomas
Bachelor of Science in Commerce, Accounting
Credential March 2013 - Present
. March 2012 - March 2013
Canaccord Genuity 2000 - 2012
Skills
Equity Trading, Trading, Capital Markets, Equities, Securities, Investments, Private Placements, Mutual Funds, Investment Banking, Fixed Income, Corporate Finance, Financial Markets, Asset Management, Portfolio Management, Risk Management, Venture Capital, Wealth Management
Education
The University of British Columbia 1992 — 1997
Bachelor's degree, Economics-Political Science
Credential November 2009 - April 2010
Skills
Investment Advisory, Strategic Financial..., Bonds, Marketing, Corporate Communications, Accounting, Alternative Investments
Education
The University of British Columbia 2010 — 2011
Master of Arts (M.A.), Economics
McGill University 2006 — 2009
Bachelor of Commerce (B.Com.), Finance, General
Marianopolis College 2004 — 2006