ATB Securities Inc.
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ATB Securities Inc. Employees
ATB Securities Inc. September 2004 - Present
Skills
Asset Allocation, Mutual Funds, Financial Planning, Investment Strategies, Retirement Income..., Retirement Planning, Investments, Strategic Financial..., Retirement, Finance, Securities, Financial Advisory, Financial Services, Portfolio Management
Education
The University of Lethbridge
Bachelor of Management
ATB Securities Inc. January 2008 - Present
ATB Financial January 2005 - July 2007
ATB Financial January 2001 - December 2004
Skills
Securities, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Financial Advisory, Budgets, Financial Analysis, Investment Advisory, Business Planning, Credit, Customer Service, Banking, Coaching, Business Development
Education
The University of Lethbridge 1998 — 2000
Management, Finance
Northern Alberta Institute of Technology 1996 — 1998
Business, Finance
ATB Securities Inc. September 2013 - Present
ATB Securities Inc. May 2010 - September 2013
ATB Investment Services Inc. June 2009 - April 2010
ATB Financial January 2009 - April 2010
ATB Financial June 2006 - April 2010
ATB Financial June 2007 - January 2009
ATB Financial June 2004 - June 2007
Skills
Credit, Strategic Financial..., Banking, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Wealth, Securities, Goal Planning, Branch Banking, Retail Banking, Loans, Mortgage Lending
Education
Canadian Securities Institue
Investment Funds in Canada Course, Canadian Securities Course, Conduct and Practices Handbook Course, Wealth Management Essentials Course
Mount Royal College 2001 — 2005
Communication and Media Studies
ATB Securities Inc. March 2004 - Present
Apex Financial December 2002 - March 2004
National Bank Financial January 2001 - December 2002
TD Evergreen September 2001 - January 2002
Skills
Financial Management..., Banking, Finance, Retirement Planning, Investments, Mutual Funds, Wealth Management, Securities, Investment Strategies, Asset Management, Investment Advisory, Mortgage Lending, Financial Advisory, Strategic Financial..., Portfolio Management, Commercial Banking, Retail Banking, Investment Banking, Small Business, Residential Mortgages, Fixed Income, Commercial Lending, Cash Management, Bonds, Investment Management, Equities, Pensions, Wealth Management..., Loans, High Net Worth..., Financial Planners, Wealth, Credit Analysis, Financial Services, Consumer Lending, Business Planning, Asset Allocation, Derivatives, Personal Financial..., Financial Markets, Corporate Finance, Relationship Management, Estate Planning, Credit Risk, Financial Risk, Financial Structuring, Private Banking, Financial Analysis, Risk Management
Education
The University of Lethbridge 1999 — 2001
Bachelor of Management, Finance
The University of Calgary 1995 — 1999
Pre-management, Commerce
ATB Securities Inc. 2007 - Present
Jackfish Lake Management Association 2012 - 2014
Alberta Finance / Alberta Energy 2004 - 2006
EPCOR 1999 - 2004
TD Bank Group 1992 - 1997
Skills
Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Investments, Risk Management, Strategic Financial..., Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Estate Planning, Financial Services, Asset Management, Asset Allocation
Education
University of Alberta
MBA, BSc. Computer Science
ATB Securities Inc. July 2013 - Present
ATB Securities Inc. April 2008 - July 2013
ATB Investor Services 2005 - 2008
ATB Financial 2003 - 2005
Skills
Hiring, Coaching and..., Coaching, Financial Advisory, Wealth Management, Mutual Funds, Training, Strategic Financial..., Investments, Banking, Relationship Management, Retirement Planning, Securities, Investment Strategies, Team Leadership, Investment Advisory, Recruiting
Education
University of Kerala 1979 — 1984
Bachelors Degree, Economics
ATB Securities Inc. October 2014 - Present
ComFree Network 2012 - September 2014
ATB Financial August 2008 - November 2012
Earls Restaurants May 2006 - October 2011
Skills
Banking, Credit, Retail Banking, Customer Service, Commercial Banking, Time Management, Communication Skills, Cash Management, Volunteering, Marketing, Social Media Marketing, Advertising, Organization, Bartending, Client Co-ordination, Events Coordination, Marketing Communications, Leadership, Budgets, Sponsorship, Team Leadership, Customer Satisfaction, Selling, Social Networking, Sales, Management, Marketing Strategy
Education
The University of Lethbridge 2007 — 2012
Bachelor of Management, Marketing/Marketing Management, General
University of Alberta 2007 — 2010
ATB SECURITIES INC. 2003 - Present
ATB FINANCIAL 2000 - 2002
Skills
Wealth Management, Retirement Planning, Financial Planning, Strategic Financial..., Financial Advisory, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Securities, Estate Planning, Wealth Management..., Credit, Retail Banking, Asset Management, Mortgage Lending, Banking, Commercial Banking, Residential Mortgages, Finance, Loans, Financial Risk, Relationship Management, Financial Services, Financial Analysis, Refinance, High Net Worth..., Small Business, Credit Risk, Corporate Finance, Business Planning, Home Equity Lines of..., Private Banking, Real Estate Financing, Commercial Lending, Due Diligence, Personal Financial..., Private Equity, Bonds, Mortgage Banking, Investment Strategies, Investment Management, Investor Relations, Credit Analysis, Risk Management, Wealth, Fixed Income, Debt Consolidation, Asset Allocation, Canadian Securities...
Education
Conestoga College
Mount Royal College
ATB Securities Inc. January 2010 - Present
CIBC Wood Gundy 1999 - 2009
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Relationship Management, Strategic Financial..., Financial Analysis, Residential Mortgages, Financial Advisory, Asset Allocation, Wealth Management..., Portfolio Management, Finance, Commercial Banking, Retail Banking, Loans, Investments, Credit Analysis, Mortgage Lending, Equities, Asset Management, Banking, Investment Management, Credit, Risk Management, Wealth, Estate Planning
Education
Society of Trust & Estate Practioners
TEP
University of Alberta 1986 — 1990
B.Comm, Finance
Certified Financial Planner
CFP
ATB Securities Inc. 2009 - Present
RBC Wealth Management 2005 - 2009
ATB Financial 2003 - 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Securities, Financial Advisory, Investments, Strategic Financial..., Wealth, Financial Analysis, Investment Strategies, Risk Management, Estate Planning, Asset Allocation, Asset Management, Banking, Investment Management, Wealth Management..., Portfolio Management, Financial Planning
Education
Dalhousie University 2014 — 2016
Master of Business Administration (MBA), Financial Services
CFP
Grant Macewan College
NAIT
Business Management
Servus Wealth Strategies October 2012 - Present
ATB Securities Inc. September 2005 - October 2012
CIBC January 2003 - September 2005
TD Canada Trust January 2000 - January 2003
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Banking, Financial Advisory, Mutual Funds, Loans, Securities, Financial Analysis, Financial Services, Wealth, Investment Advisory, Financial Planning, Small Business, Finance, Investment Strategies, Seniors, Chinese, Behavioural Investment..., Oil & Gas Industry, Agriculture, Socially Responsible...
Education
University of Alberta 1996 — 2002
B.Sc., Major in Psychology, Minor in Business
ATB Securities Inc. April 2014 - Present
ATB Financial August 2012 - April 2014
Future Shop October 2008 - January 2014
ATB FinancialEdmonton, AB April 2011 - August 2012
APX Alarm Systems May 2008 - August 2008
Skills
Retail Banking, Sales, Retail, Banking, Customer Service, Credit, Strategy, Time Management, Investments, Team Leadership, Teamwork
Education
University of Alberta 2007 — 2012
Bachelor of Arts (B.A.), Major in Economics, Certificate in Finance, Minor in Statistics
CFA Institute
CFA Level 2 Candidate, Finance
ATB Securities Inc. February 2015 - Present
CIBC February 2006 - January 2015
Skills
Investments, Banking, Credit, Asset Management, Financial Analysis, Investment Banking, Leadership, Team Leadership, Strategic Planning, Customer Service, Business Strategy, Building Relationships, Portfolio Management, Risk Management, Wealth Management, Credit Analysis, Retirement Planning, Training, Sales Management, Asset Allocation, Financial Services, First Time Home Buyers, Mortgage Lending, Mutual Funds, Finance, Relationship Management, Market Risk, Investment Management, Income Statement, Retail Banking, Team Building, Wealth Management..., Investors, Investment Properties, Negotiation, Process Improvement, Project Planning, High Net Worth..., Strategic Financial..., Teamwork, Derivatives, Investment Strategies, Estate Planning, Holistic Financial..., Financial Advisory, Personal Financial..., Private Banking, Financial Planning
Education
University of Alberta 2000 — 2004
BSc Hon, Neuroscience
CFA Institute 2014 - Present
ATB Securities Inc. 2007 - 2013
ATB Securities Inc. 2004 - 2006
RBC Investor & Treasury Services (Royal Trust Corporation of Canada) 2001 - 2004
RBC Systems & Technology 1997 - 2001
Skills
Mutual Funds, Investments, Banking, Asset Management, Equities, Portfolio Management, Finance, Risk Management, Wealth Management, Analysis, Behavioral Interviewing, Business Process..., Canadian Securities..., Change Management, Coaching Staff, Collaboration, Compliance, CompTIA A+ Certification, Conflict Resolution, Continuing Education, CRM, Cross-platform..., Customer Satisfaction, Diversity & Inclusion, ETFs, Human Resources, Institutional..., Investment Advisory, Investment Management, Leadership, Manage Client..., Management, Mentoring, Microsoft Office, Negotiation, Operations Management, Pension Administration, Pension Funds, Performance Management, Procurement, Project Management, Relationship Management, Sales, Sales Management, Staff Development, Startup Development, Trading, Trust Services, Market Risk, Retirement Planning
Education
CFA (Chartered Financial Analyst) Institute
in-progress
The Banff Centre
Leadership Development
Southern Alberta Institute of Technology
Management Fundamentals
Canadian Securities Institute
CSC Canadian Securities Course, CPH Conduct & Practices Handbook, 30-Day IRT
Institute of Canadian Bankers
AICB Associate of the Institute of Canadian Bankers
The University of Calgary