Credential Company

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Credential Employees

Employee
Years
Job
Industry
Christian Sawka Christian Sawka Vancouver, Canada Area Details
Christian Sawka's Credential Experience April 2015 - Present
Job Processing Administrator at Credential
Industry Financial Services
Experience
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

Rick Aulik Rick Aulik Vancouver, Canada Area Details
Rick Aulik's Credential Experience October 2004 - March 2005
Job Investment Advisor at CIBC Wood Gundy on The Pope Team
Industry Financial Services
Experience
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

Nick Rosenrauch Nick Rosenrauch Vancouver, Canada Area Details
Nick Rosenrauch's Credential Experience December 2013 - Present
Job Personal Account Manager / Mutual Fund Investment Specialist
Industry Financial Services
Experience
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

Amol Chachra Amol Chachra Vancouver, Canada Area Details
Amol Chachra's Credential Experience February 2014 - May 2014
Job Account Transfers Administrator at Haywood Securities Inc.
Industry Information Technology and Services
Experience
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

Angela Lister Angela Lister Houston, Texas Area Details
Angela Lister's Credential Experience November 2006 - September 2007
Job
Industry Hospital & Health Care
Experience
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

Davidd Lawley Davidd Lawley Vancouver, Canada Area Details
Davidd Lawley's Credential Experience March 2014 - Present
Job Director, Training & Development at Credential
Industry Financial Services
Experience
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

Howard Bogach Howard Bogach Toronto, Canada Area Details
Howard Bogach's Credential Experience 2004 - 2007
Job President and CEO at Tarion Warranty Corporation
Industry Insurance
Experience
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

Pelin Sambells Pelin Sambells Vancouver, Canada Area Details
Pelin Sambells's Credential Experience November 2012 - Present
Job Human Resources Generalist
Industry Human Resources
Experience
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

Viktorija Bistrova Viktorija Bistrova Vancouver, Canada Area Details
Viktorija Bistrova's Credential Experience April 2015 - Present
Job Mutual Fund Processing Administrator at Credential
Industry Accounting
Experience
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

Carrie Kimberley Carrie Kimberley Vancouver, Canada Area Details
Carrie Kimberley's Credential Experience February 2015 - Present
Job Director, Advisor Experience Practice Management
Industry Financial Services
Experience
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

Richard Westberg, CFP, CLU, CH.F.C. Richard Westberg, CFP, CLU, CH.F.C. Kitchener, Canada Area Details
Richard Westberg, CFP, CLU, CH.F.C.'s Credential Experience January 2008 - November 2009
Job Creating development programs for next generation financial advisors
Industry Financial Services
Experience
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

Alexandra Albu Alexandra Albu Vancouver, Canada Area Details
Alexandra Albu's Credential Experience February 2015 - April 2015
Job Client Advisor at RBC
Industry Financial Services
Experience
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)

Kristen Kuefler, PMP, CBAP Kristen Kuefler, PMP, CBAP Vancouver, Canada Area Details
Kristen Kuefler, PMP, CBAP's Credential Experience May 2007 - April 2009
Job Consultant at BC Hydro
Industry Information Technology and Services
Experience
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

Glenn Thorarinson Glenn Thorarinson Winnipeg, Canada Area Details
Glenn Thorarinson's Credential Experience April 2009 - Present
Job Business Consulting at Credential Financial
Industry Financial Services
Experience
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

Tony Lipiec Tony Lipiec Toronto, Canada Area Details
Tony Lipiec's Credential Experience 2007 - 2013
Job Investment Advisor & Independent Life Insurance Agent Queens Bridge
Industry Financial Services
Experience
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)

olivier mwamba olivier mwamba Toronto, Canada Area Details
olivier mwamba's Credential Experience April 2015 - Present
Job licensed investment representative bilingual at B2B Trust
Industry Capital Markets
Experience
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

Rochelle Tan, PMP, CBAP, SMC Rochelle Tan, PMP, CBAP, SMC San Francisco Bay Area Details
Rochelle Tan, PMP, CBAP, SMC's Credential Experience February 2009 - November 2010
Job Solution Manager at Microsoft
Industry Information Technology and Services
Experience
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

Jorge Pessegueiro, CFA Jorge Pessegueiro, CFA Vancouver, Canada Area Details
Jorge Pessegueiro, CFA's Credential Experience 2004 - 2006
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
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

Archille Destinoble Archille Destinoble Vancouver, Canada Area Details
Archille Destinoble's Credential Experience July 2014 - Present
Job Programmer Analyst at Credential
Industry Computer Software
Experience
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

Ryan Roe Ryan Roe Vancouver, Canada Area Details
Ryan Roe's Credential Experience May 2014 - Present
Job Director, Operations at Credential
Industry Financial Services
Experience
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

Dmitri Golovatch, PMP, CSM, ITIL, SSGB Dmitri Golovatch, PMP, CSM, ITIL, SSGB Vancouver, Canada Area Details
Dmitri Golovatch, PMP, CSM, ITIL, SSGB's Credential Experience January 2002 - February 2013
Job Head of IT @ True North Management Inc.
Industry Information Technology and Services
Experience
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

Maureen Pelland Maureen Pelland Vancouver, Canada Area Details
Maureen Pelland's Credential Experience August 2008 - December 2008
Job Senior Business Analyst
Industry Information Technology and Services
Experience
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

Carolyn Lefebvre Carolyn Lefebvre Vancouver, Canada Area Details
Carolyn Lefebvre's Credential Experience September 2000 - Present
Job Vice President, Marketing & Communications
Industry Investment Management
Experience
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

Derek Gudnason Derek Gudnason Vancouver, Canada Area Details
Derek Gudnason's Credential Experience December 2003 - October 2011
Job Manager, Client Services at Phillips, Hager & North
Industry Financial Services
Experience
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

Tanya Goudie Tanya Goudie Vancouver, Canada Area Details
Tanya Goudie's Credential Experience December 2004 - November 2011
Job Office Coordinator at PNI Digital Media
Industry Facilities Services
Experience
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

Susan Wong Susan Wong Toronto, Canada Area Details
Susan Wong's Credential Experience 2002 - 2005
Job
Industry Financial Services
Experience
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

Maninder Rai Maninder Rai Vancouver, Canada Area Details
Maninder Rai's Credential Experience June 2015 - Present
Job SR HR Business Partner, Credential Financial
Industry Financial Services
Experience
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

Rick Kostycz Rick Kostycz Winnipeg, Canada Area Details
Rick Kostycz's Credential Experience March 2000 - Present
Job Investment Advisor at Credential Securities
Industry Financial Services
Experience
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

Brett Gilmour Brett Gilmour Vancouver, Canada Area Details
Brett Gilmour's Credential Experience November 2014 - Present
Job Digital Experience Specialist at Credential
Industry Financial Services
Experience
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

Dirk van Niekerk Dirk van Niekerk Vancouver, Canada Area Details
Dirk van Niekerk's Credential Experience March 2014 - Present
Job
Industry Financial Services
Experience
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

Helen O'Brien Helen O'Brien Vancouver, Canada Area Details
Helen O'Brien's Credential Experience June 2014 - June 2015
Job Mutual Fund Processing Administrator at Credential
Industry Financial Services
Experience
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

Freddy Huynh Freddy Huynh Montreal, Canada Area Details
Freddy Huynh's Credential Experience April 2013 - Present
Job Capital Markets Trader at Credential
Industry Financial Services
Experience
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

Kelly Walsh Kelly Walsh Vancouver, Canada Area Details
Kelly Walsh's Credential Experience August 2015 - Present
Job National Director, Advisor Coaching at Credential Financial Inc.
Industry Financial Services
Experience
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

Gwynne Fane Gwynne Fane Vancouver, Canada Area Details
Gwynne Fane's Credential Experience April 2007 - Present
Job Senior Manager, Marketing Programs
Industry Financial Services
Experience
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

Marcy Owen Marcy Owen Vancouver, Canada Area Details
Marcy Owen's Credential Experience October 2012 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
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

Ronald Ko Ronald Ko Vancouver, Canada Area Details
Ronald Ko's Credential Experience June 2011 - Present
Job Product Solutions Officer at Credential Financial Inc.
Industry Financial Services
Experience
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

Parm Dhillon Parm Dhillon Vancouver, Canada Area Details
Parm Dhillon's Credential Experience March 2001 - November 2002
Job Director Corporate & Retail Group at GardaWorld.
Industry Logistics and Supply Chain
Experience
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

Nicholas Le Pan Nicholas Le Pan Toronto, Canada Area Details
Nicholas Le Pan's Credential Experience December 2008 - April 2009
Job Stockwatch
Industry Financial Services
Experience
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

Jenni Towgood Jenni Towgood Vancouver, Canada Area Details
Jenni Towgood's Credential Experience June 2006 - November 2006
Job Project Management (Process Change and IT), Senior Business Analysis & Change Management
Industry Hospital & Health Care
Experience
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

Sypriyan Jeyasujan Sypriyan Jeyasujan Vancouver, Canada Area Details
Sypriyan Jeyasujan's Credential Experience 2005 - 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Shell  2010 - Present
Credential   2005 - 2009

Education
Bangalore University   1996 — 1999
BSc, Computer Science

University of Jaffna

Jasmine Ferguson Jasmine Ferguson Vancouver, Canada Area Details
Jasmine Ferguson's Credential Experience 2007 - 2008
Job Manager, Marketing Communications at HSBC Asset Management
Industry Financial Services
Experience
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

Ronald Ko, CFA Ronald Ko, CFA Vancouver, Canada Area Details
Ronald Ko, CFA's Credential Experience June 2011 - Present
Job Product Solutions Officer at Credential
Industry Financial Services
Experience
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

Ernie Nichiporik Ernie Nichiporik Vancouver, Canada Area Details
Ernie Nichiporik's Credential Experience October 2008 - October 2014
Job Chief Operating Officer at GF Securities Canada Company Limited
Industry Financial Services
Experience
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

Wyanne Wong Wyanne Wong Vancouver, Canada Area Details
Wyanne Wong's Credential Experience October 2014 - Present
Job Marketing & Communications Coordinator at Credential Financial Inc.
Industry Public Relations and Communications
Experience
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

Elizabeth Anne Cruz Elizabeth Anne Cruz Vancouver, Canada Area Details
Elizabeth Anne Cruz's Credential Experience November 2014 - Present
Job Solutions Analyst at Credential
Industry Financial Services
Experience
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

Shailesh Godse Shailesh Godse Toronto, Canada Area Details
Shailesh Godse's Credential Experience November 2005 - December 2011
Job Regional VicePresident, Eastern Canada at Credential Financial Inc
Industry Financial Services
Experience
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

Krishan Mayer Krishan Mayer Vancouver, Canada Area Details
Krishan Mayer's Credential Experience June 2014 - November 2014
Job Senior Team Leader, Trainer, Office Management, Account Management Professional
Industry Financial Services
Experience
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

Pooja Wallia Pooja Wallia Vancouver, Canada Area Details
Pooja Wallia's Credential Experience June 2003 - October 2006
Job Client Relationship Manager at GreatWest Life
Industry Financial Services
Experience
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

Cameron Moseley Cameron Moseley Vancouver, Canada Area Details
Cameron Moseley's Credential Experience June 2015 - Present
Job System Support Technician at Credential
Industry Financial Services
Experience
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

Chris Catliff Chris Catliff Vancouver, Canada Area Details
Chris Catliff's Credential Experience February 2011 - February 2013
Job President and CEO at BlueShore Financial, Technologist, People Leader, Brand Zealot
Industry Banking
Experience
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.)

Heather Rivers, BA, CFP®, FMA Heather Rivers, BA, CFP®, FMA Vancouver, Canada Area Details
Heather Rivers, BA, CFP®, FMA's Credential Experience March 1996 - June 2000
Job Manager Retirement and Estate Planning at Vancity
Industry Financial Services
Experience
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

Queenie Ho Queenie Ho Vancouver, Canada Area Details
Queenie Ho's Credential Experience February 2004 - October 2005
Job Billing Administrator Finance
Industry Information Technology and Services
Experience
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

Victoria Thompson Bilinski, CGA Victoria Thompson Bilinski, CGA Vancouver, Canada Area Details
Victoria Thompson Bilinski, CGA's Credential Experience November 2014 - Present
Job Manager, Reconciliations at Credential
Industry Financial Services
Experience
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

Ben S. Wu Ben S. Wu Montreal, Canada Area Details
Ben S. Wu's Credential Experience February 2015 - Present
Job Capital Markets Trader at Credential
Industry Financial Services
Experience
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

Eve Feliciano Eve Feliciano Vancouver, Canada Area Details
Eve Feliciano's Credential Experience 2013 - Present
Job Finance Credential
Industry Financial Services
Experience
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

Andrew Devine Andrew Devine Vancouver, Canada Area Details
Andrew Devine's Credential Experience March 2013 - Present
Job Investment Representative at Credential
Industry Financial Services
Experience
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

Wenting Tian Wenting Tian Vancouver, Canada Area Details
Wenting Tian's Credential Experience November 2009 - April 2010
Job Attended The University of British Columbia
Industry
Experience
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