Credential Financial

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Credential Financial Employees

Employee
Years
Job
Industry
JACK BERROS JACK BERROS Montreal, Canada Area Details
JACK BERROS's Credential Financial Experience September 2012 - Present
Job VP. OF CAPITAL MARKETS at CREDENTIAL FINANCIAL
Industry Financial Services
Experience
CREDENTIAL FINANCIAL   September 2012 - Present
Penson Financial Services  January 2010 - September 2012
Desjardins Financial Security  January 2006 - January 2010
Brockhouse Cooper  January 2005 - January 2006
BMO Nesbitt Burns  January 1993 - January 2002

Skills
Trading, Fixed Income, Equity Trading, Derivatives, Bloomberg, Options, Investments, Equities, SDLC, Commodity, Capital Markets, Operational Risk, Proprietary Trading, FX trading, Trading Strategies, Risk Management, Foreign Exchange, Technical Analysis, FX Options, Electronic Trading, Financial Markets, Financial Services, Securities, Trading Systems, Mutual Funds, Back Office, Wealth Management, Asset Management, Financial Risk, Hedge Funds, Bonds, Market Data, Middle Office, Relationship Management, Series 7, Market Risk, Portfolio Management, Equity Derivatives, Swaps

Education
Concordia University

Andrew Parr Andrew Parr Vancouver, Canada Area Details
Andrew Parr's Credential Financial Experience March 2007 - June 2009
Job Senior Product Manager at HSBC Global Asset Management (Canada) Limited
Industry Financial Services
Experience
HSBC Global Asset Management (Canada) Limited   October 2013 - Present
Vancity  December 2012 - September 2013
HSBC Global Asset Management (Canada) Limited   December 2010 - December 2012
Blue Water Sailing Sabbatical   July 2009 - September 2010
Credential Financial   March 2007 - June 2009
HSBC Asset Management  2002 - 2007
Phillips, Hager & North Investment Management, Vancouver   January 2000 - January 2001
Marketing ­ CIBC   January 1994 - January 1999
CIBC Wealth Management  1997 - 1999
CIBC Financial Planning Inc   1997 - 1998

Skills
Product Development, Marketing Communications, Wealth Management, Research, Investments, Product Management, Securities, Strategy, Risk Management, Business Development, Mutual Funds, Financial Planning, Competitive Analysis, Sales, Project Management, Leadership, Marketing, Management, Sales Operations, Program Management, Financial Services, Strategic Planning, Business Analysis, Training, Portfolio Management, Financial Advisory, Corporate Communications, Retail, Strategic Financial..., Budgets

Education
University of Canterbury
Bachelor of Commerce, Business Administration

Canadian Securities Institute
Professional Financial Planning (PFP), Canadian Securities Course

West Vancouver Continuing Education
Project Management

Sauder School of Business
Executive Education – Business Writing

Davidd Lawley Davidd Lawley Vancouver, Canada Area Details
Davidd Lawley's Credential Financial Experience February 2006 - May 2009
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

Kartik Sharma Kartik Sharma Toronto, Canada Area Details
Kartik Sharma's Credential Financial Experience March 2011 - April 2012
Job Ecommerce Support Specialist at Investment Hardware Ltd Canada
Industry Information Technology and Services
Experience
Investments Hardware Ltd.   January 2015 - Present
Solutions, Your Organized Living Store  June 2013 - Present
Credential Financial   March 2011 - April 2012
KindleBit Solutions   January 2010 - July 2010
SBwebx Solutions Private Limited   June 2009 - January 2010

Skills
.NET, Software Development, Flash, Team Management, Web Applications, CSS, Microsoft SQL Server, JavaScript, SQL, HTML, Dreamweaver, WordPress, ASP, Website Development, Web Development

Education
Humber College   2012 — 2013
Postgraduate, Management

Panjab University   2006 — 2009
Bachelor, Commerce

Marcy Owen Marcy Owen Vancouver, Canada Area Details
Marcy Owen's Credential Financial Experience November 2004 - January 2006
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

Fraser King Fraser King Vancouver, Canada Area Details
Fraser King's Credential Financial Experience 2004 - 2010
Job Vice President & Market Manager at TD
Industry Investment Management
Experience
TD  November 2013 - Present
TD Bank Group  June 2011 - Present
Credential Financial Inc.  September 2010 - June 2011
Credential Financial   2004 - 2010

Skills
Banking, Financial Advisory, Financial Planning, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Wealth, Wealth Management..., Securities, Retirement Planning, Investments, High Net Worth..., Investment Advisory, Leadership, Program Management, Strategic Financial...

Education
Concordia University
BSc, Biology

David Mortimer David Mortimer Winnipeg, Canada Area Details
David Mortimer's Credential Financial Experience September 2007 - Present
Job Senior Vice President Retail Banking
Industry Financial Services
Experience
Cambrian Credit Union  June 1999 - Present
Credential Financial   September 2007 - Present
The CUMIS Group  1995 - 1999
The Co-operators  1990 - 1995

Skills
Mortgage Lending, Consumer Lending, Credit, Strategic Planning, Banking, Loans, Budgets, Retail Banking, Portfolio Management, Credit Analysis, Financial Services, Risk Management, Strategic Financial..., Lines Of Credit, Mutual Funds, Wealth Management, Investments, Investment Advisory, Program Management

Education
Canadian Securities / Professional Programs
PDO, CSC, IFIC, LUA, CFP

Queen's University
Executive Program

Stanford University
Strategic Decision & Risk Management Program

University of Winnipeg
Business Administration

Red River College
Industrial Relations / Construction Technology

Greg Sangha Greg Sangha Vancouver, Canada Area Details
Greg Sangha's Credential Financial Experience September 1999 - March 2009
Job Application Developer at CUTASC
Industry Hospital & Health Care
Experience
CUTASC   May 2014 - Present
BCMEA  2015 - 2015
Connor, Clark & Lunn Financial Group   March 2013 - May 2014
Goldcorp Inc  April 2011 - March 2013
Providence Health & Services  February 2010 - February 2011
Credential Financial   September 1999 - March 2009

Education
Kwantlen Polytechnic University   1996 — 1998
CIS

The University of British Columbia   1994 — 1996
Bachelors, Psychology

Nicholas Le Pan Nicholas Le Pan Toronto, Canada Area Details
Nicholas Le Pan's Credential Financial Experience April 2009 - May 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