G&F Financial Group
Industry: Financial services company
DescriptionGulf and Fraser Fishermen's Credit Union operating as G&F Financial Group is a member-owned financial institution in Burnaby, British Columbia and the ninth largest credit union in British Columbia. Headquarters: Burnaby, Canada Founded: 1936, Burnaby, Canada
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G&F Financial Group Employees
Employee
Years
Job
Industry
Nick Rosenrauch Nick Rosenrauch's G&F Financial Group Experience November 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
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
Sonia Virk Sonia Virk's G&F Financial Group Experience April 2014 - Present
Job Lawyer/Partner at Virk Viyas & Associate Lawyers
Industry Law Practice
Experience
VIRK VIYAS & ASSOCIATE LAWYERS July 2014 - Present
G&F Financial Group April 2014 - Present
VIRK SABHARWAL, LAWYERS September 2012 - June 2014
JOOMRATTY & VIRK April 2008 - August 2012
Yearwood & Company, Lawyers January 2004 - March 2008
Skills
Real Estate, Commercial Litigation, Business Litigation, Preparation of Wills, Estate Planning, Business law, Corporate/Commercial Law, Probate & Estate..., Personal Injury..., Corporate..., Buying/Selling..., Property Sub-Divisions, Restructuring, Real Estate Transactions, Wills
Education
Guru Nanak Dev University
B.A. LLB
University of New Brunswick
Bachelor of Laws (LL.B.)
VIRK VIYAS & ASSOCIATE LAWYERS July 2014 - Present
G&F Financial Group April 2014 - Present
VIRK SABHARWAL, LAWYERS September 2012 - June 2014
JOOMRATTY & VIRK April 2008 - August 2012
Yearwood & Company, Lawyers January 2004 - March 2008
Skills
Real Estate, Commercial Litigation, Business Litigation, Preparation of Wills, Estate Planning, Business law, Corporate/Commercial Law, Probate & Estate..., Personal Injury..., Corporate..., Buying/Selling..., Property Sub-Divisions, Restructuring, Real Estate Transactions, Wills
Education
Guru Nanak Dev University
B.A. LLB
University of New Brunswick
Bachelor of Laws (LL.B.)
Stephen Litam Stephen Litam's G&F Financial Group Experience May 2008 - March 2010
Job Financial Security Advisor at Desjardins Financial Security Life Assurance Company
Industry Banking
Experience
Desjardins Financial Security Life Assurance Company October 2014 - Present
National Bank of Canada November 2010 - October 2013
Sandman Hotel Group May 2010 - November 2010
G&F Financial Group May 2008 - March 2010
BMO Financial Group May 2007 - May 2008
BMO Financial Group February 2006 - May 2007
Tommy Hilfiger Canada August 2002 - February 2006
Skills
Banking, Credit, Loans, Risk Management, Mortgage Lending, Sales, Investments, Financial Services, Leadership, Client Relations Skills, Strategy, Cross Selling, Training, Management, Retail Banking, Commercial Banking, Credit Risk, Credit Analysis, Customer Acquisition, Credit Management, Employee Training, Life Insurance, Term Life Insurance, Critical Illness, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
Langara College
Business/Commerce, General
Desjardins Financial Security Life Assurance Company October 2014 - Present
National Bank of Canada November 2010 - October 2013
Sandman Hotel Group May 2010 - November 2010
G&F Financial Group May 2008 - March 2010
BMO Financial Group May 2007 - May 2008
BMO Financial Group February 2006 - May 2007
Tommy Hilfiger Canada August 2002 - February 2006
Skills
Banking, Credit, Loans, Risk Management, Mortgage Lending, Sales, Investments, Financial Services, Leadership, Client Relations Skills, Strategy, Cross Selling, Training, Management, Retail Banking, Commercial Banking, Credit Risk, Credit Analysis, Customer Acquisition, Credit Management, Employee Training, Life Insurance, Term Life Insurance, Critical Illness, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
Langara College
Business/Commerce, General
Lincoln Penner, BA CFP CIM's G&F Financial Group Experience March 2010 - February 2011
Job Manager Financial Services at BlueShore Financial
Industry Financial Services
Experience
BlueShore Financial July 2014 - Present
BlueShore Financial March 2012 - July 2014
HSBC Bank Canada February 2011 - March 2012
G&F Financial Group March 2010 - February 2011
HSBC Bank Canada March 2009 - August 2009
HSBC Bank Canada May 2008 - March 2009
HSBC Bank Canada January 2008 - May 2008
HSBC Bank Canada March 2007 - January 2008
Skills
Banking, Credit, Financial Planning, Asset Management, Mutual Funds, Team Leadership, Mentoring, Strategic Thinking, Investments, Strategic Financial..., Mortgage Lending, Wealth Management, Risk Management, Commercial Banking, Coaching, Management, Finance, Insurance, Retirement Planning, Securities, Retail Banking, Financial Services, Investment Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Credit Analysis, Wealth, Investment Strategies, Residential Mortgages, Consumer Lending, Relationship Management, Analysis, Loans, Credit Risk
Education
CFA Institute
Financial Analysis
Canadian Securities Institute 2007 — 2011
Wealth Management
The University of British Columbia 1999 — 2003
Bachelor, History
BlueShore Financial July 2014 - Present
BlueShore Financial March 2012 - July 2014
HSBC Bank Canada February 2011 - March 2012
G&F Financial Group March 2010 - February 2011
HSBC Bank Canada March 2009 - August 2009
HSBC Bank Canada May 2008 - March 2009
HSBC Bank Canada January 2008 - May 2008
HSBC Bank Canada March 2007 - January 2008
Skills
Banking, Credit, Financial Planning, Asset Management, Mutual Funds, Team Leadership, Mentoring, Strategic Thinking, Investments, Strategic Financial..., Mortgage Lending, Wealth Management, Risk Management, Commercial Banking, Coaching, Management, Finance, Insurance, Retirement Planning, Securities, Retail Banking, Financial Services, Investment Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Credit Analysis, Wealth, Investment Strategies, Residential Mortgages, Consumer Lending, Relationship Management, Analysis, Loans, Credit Risk
Education
CFA Institute
Financial Analysis
Canadian Securities Institute 2007 — 2011
Wealth Management
The University of British Columbia 1999 — 2003
Bachelor, History
Douglas Hallett Douglas Hallett's G&F Financial Group Experience June 2014 - Present
Job Assistant Branch Manager at G&F Financial Group
Industry Financial Services
Experience
G&F Financial Group June 2014 - Present
G&F Financial Group March 2010 - Present
Tiltproof January 2007 - November 2009
Tiltproof July 2006 - January 2007
Investors Group April 2004 - May 2005
CIBC September 2001 - January 2004
HSBC September 1999 - September 2001
HSBC April 1992 - September 1999
Skills
Mortgage Lending, Consumer Lending, Credit, Loans, Banking, Residential Mortgages, Mutual Funds, Retail Banking, Wealth Management, Investments, Financial Institutions, Refinance, Financial Analysis, Credit Unions, Risk Management, Credit Cards, Commercial Lending, Cash Management, Financial Risk, Estate Planning, Credit Analysis, Portfolio Management, Branch Banking, Investment Properties, Finance, Financial Services, Leadership, Credit Risk, Sales, Financial Advisory, Retirement Planning, Commercial Banking, Insurance, Cross Selling, Branch Management, Coaching, Relationship Management, Lines Of Credit, Investment Advisory, AML, Team Building, Investment Strategies, Department Budgeting
Education
The University of British Columbia 1986 — 1992
Bachelor of Science (B.Sc.), Biology, General
Selkirk College 1984 — 1987
G&F Financial Group June 2014 - Present
G&F Financial Group March 2010 - Present
Tiltproof January 2007 - November 2009
Tiltproof July 2006 - January 2007
Investors Group April 2004 - May 2005
CIBC September 2001 - January 2004
HSBC September 1999 - September 2001
HSBC April 1992 - September 1999
Skills
Mortgage Lending, Consumer Lending, Credit, Loans, Banking, Residential Mortgages, Mutual Funds, Retail Banking, Wealth Management, Investments, Financial Institutions, Refinance, Financial Analysis, Credit Unions, Risk Management, Credit Cards, Commercial Lending, Cash Management, Financial Risk, Estate Planning, Credit Analysis, Portfolio Management, Branch Banking, Investment Properties, Finance, Financial Services, Leadership, Credit Risk, Sales, Financial Advisory, Retirement Planning, Commercial Banking, Insurance, Cross Selling, Branch Management, Coaching, Relationship Management, Lines Of Credit, Investment Advisory, AML, Team Building, Investment Strategies, Department Budgeting
Education
The University of British Columbia 1986 — 1992
Bachelor of Science (B.Sc.), Biology, General
Selkirk College 1984 — 1987
Roger Payer Roger Payer's G&F Financial Group Experience 1996 - 1997
Job Fire Warden at Ministry of Forests, Lands and Natural Resource Operations
Industry Facilities Services
Experience
Ministry of Forests, Lands and Natural Resource Operations May 2012 - Present
Ministry of Forests, Lands and Natural Resource Operations May 2011 - Present
RIVER FISHING SAFETY WORKING GROUP December 2011 - February 2014
1-888-burnt-out? February 2011 - March 2011
Prospera Credit Union 2004 - 2009
Prospera Credit Union 1998 - 2004
Four Corners Community Savings 1997 - 1998
G&F Financial Group 1996 - 1997
Bank of Montreal October 1981 - September 1995
Skills
Team Building, Employee Relations, Credit, Compliance, Mutual Funds, Business Process, Retail, Organizational..., Performance Management, Coaching, Change Management, Banking, Leadership Development, Customer Relations, Loans, Hiring, Customer Service, Strategic Planning, Mentoring, Credit Risk, Mortgage, Negotiation, Policy, Team Leadership, Inventory Management, Credit Analysis, Budgeting, Orientation, Commercial Banking, Labor Relations, HR Strategy, Benefits Administration, Benefits, HR Policies, Employment Law, Compensation, Mortgage Lending, Business Development, Operations Management
Education
Institute of Canadian Bankers Association 1999 — 2000
Mutual Funds
Certified General Accountants 1977 — 1979
Certified General Accountants (CGA)
Douglas College 1970 — 1972
Sciences
CSI - Canadian Securities Institute
Canadian Securities Course
Internal Courses - Prospera Credit Union
Finance
Internal Courses - Bank of Montreal
Finance and Banking
Ministry of Forests, Lands and Natural Resource Operations May 2012 - Present
Ministry of Forests, Lands and Natural Resource Operations May 2011 - Present
RIVER FISHING SAFETY WORKING GROUP December 2011 - February 2014
1-888-burnt-out? February 2011 - March 2011
Prospera Credit Union 2004 - 2009
Prospera Credit Union 1998 - 2004
Four Corners Community Savings 1997 - 1998
G&F Financial Group 1996 - 1997
Bank of Montreal October 1981 - September 1995
Skills
Team Building, Employee Relations, Credit, Compliance, Mutual Funds, Business Process, Retail, Organizational..., Performance Management, Coaching, Change Management, Banking, Leadership Development, Customer Relations, Loans, Hiring, Customer Service, Strategic Planning, Mentoring, Credit Risk, Mortgage, Negotiation, Policy, Team Leadership, Inventory Management, Credit Analysis, Budgeting, Orientation, Commercial Banking, Labor Relations, HR Strategy, Benefits Administration, Benefits, HR Policies, Employment Law, Compensation, Mortgage Lending, Business Development, Operations Management
Education
Institute of Canadian Bankers Association 1999 — 2000
Mutual Funds
Certified General Accountants 1977 — 1979
Certified General Accountants (CGA)
Douglas College 1970 — 1972
Sciences
CSI - Canadian Securities Institute
Canadian Securities Course
Internal Courses - Prospera Credit Union
Finance
Internal Courses - Bank of Montreal
Finance and Banking
Sam Qin Sam Qin's G&F Financial Group Experience October 2015 - Present
Job Services Representative at G&F Financial Group
Industry Financial Services
Experience
G&F Financial Group October 2015 - Present
Canadian Western Bank June 2015 - September 2015
BMO Financial Group June 2014 - May 2015
National Bank Financial July 2013 - August 2013
CIBC April 2012 - September 2012
Subway July 2008 - September 2011
VANOC January 2010 - February 2010
Skills
Customer Service, Financial Services, Investments, Financial Analysis, Teamwork, Portfolio Management, Banking, Microsoft Office, Bilingual-Chinese, Canadian Securities..., Strategic Financial..., Credit Analysis
Education
Douglas College 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.00 GPA
Ocean University of China 2004 — 2008
Bachelor's Degree, Mathematics and Applied Mathematics
G&F Financial Group October 2015 - Present
Canadian Western Bank June 2015 - September 2015
BMO Financial Group June 2014 - May 2015
National Bank Financial July 2013 - August 2013
CIBC April 2012 - September 2012
Subway July 2008 - September 2011
VANOC January 2010 - February 2010
Skills
Customer Service, Financial Services, Investments, Financial Analysis, Teamwork, Portfolio Management, Banking, Microsoft Office, Bilingual-Chinese, Canadian Securities..., Strategic Financial..., Credit Analysis
Education
Douglas College 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.00 GPA
Ocean University of China 2004 — 2008
Bachelor's Degree, Mathematics and Applied Mathematics
Peter Radonjic Peter Radonjic's G&F Financial Group Experience 2012 - 2015
Job Mobile Mortgage Specialist at TD Canada Trust
Industry Financial Services
Experience
TD Canada Trust March 2015 - Present
G&F Financial Group 2012 - 2015
The History Group 2011 - 2012
Indian Residential Schools Resolution Canada 2000 - 2007
Skills
Leadership, Financial Services, Banking, Mutual Funds, Mortgage Lending, Loans, Coaching, Management, Report Writing, Economics, Sales, Team Building, Research, Training, Business Strategy, Project Management, Legal Research, Civil Litigation, Document Management, History, Legal Writing, Aboriginal Law, Insurance, Information Management, Research Project..., Legal Services, Legal Support, Problem Analysis, Problem Solving, Political Communication, Political Research, Foreign Affairs, Team Coordination, Financial Accounting, Economic Research, Econometrics, Business Management, Business Planning, Probability Theory, Game Theory, Statistics, Bayesian statistics, Aboriginal Affairs, Aboriginal Relations, First Nations, Branch Operation, Branch Management, Investment Banking, Credit, Retail Banking
Education
British Columbia Institute of Technology 2014 — 2015
Associate Certificate of Leadership, School of Business
British Columbia Institute of Technology
Associate’s Degree, Financial Planning
Canadian Securities Institute
Canadian Securities Course
Simon Fraser University 1996 — 2000
Economics
Douglas College 1994 — 1996
Business Administration
TD Canada Trust March 2015 - Present
G&F Financial Group 2012 - 2015
The History Group 2011 - 2012
Indian Residential Schools Resolution Canada 2000 - 2007
Skills
Leadership, Financial Services, Banking, Mutual Funds, Mortgage Lending, Loans, Coaching, Management, Report Writing, Economics, Sales, Team Building, Research, Training, Business Strategy, Project Management, Legal Research, Civil Litigation, Document Management, History, Legal Writing, Aboriginal Law, Insurance, Information Management, Research Project..., Legal Services, Legal Support, Problem Analysis, Problem Solving, Political Communication, Political Research, Foreign Affairs, Team Coordination, Financial Accounting, Economic Research, Econometrics, Business Management, Business Planning, Probability Theory, Game Theory, Statistics, Bayesian statistics, Aboriginal Affairs, Aboriginal Relations, First Nations, Branch Operation, Branch Management, Investment Banking, Credit, Retail Banking
Education
British Columbia Institute of Technology 2014 — 2015
Associate Certificate of Leadership, School of Business
British Columbia Institute of Technology
Associate’s Degree, Financial Planning
Canadian Securities Institute
Canadian Securities Course
Simon Fraser University 1996 — 2000
Economics
Douglas College 1994 — 1996
Business Administration
Nancy Waterman Nancy Waterman's G&F Financial Group Experience January 2012 - Present
Job Manager, Financial Planning & Analysis at G&F Financial Group
Industry Banking
Experience
G&F Financial Group January 2012 - Present
G&F Financial Group April 2009 - January 2012
G&F Financial Group July 2006 - April 2009
G&F Financial Group June 2002 - July 2006
Skills
Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Accounting, Risk Management, Financial Modeling, Strategic Financial..., Corporate Finance, Profitability Tracking, Finance, Analysis, Account Reconciliation, Accounts Payable, Management, Banking
Education
Certified General Accountants of BC 2001 — 2007
CPA, CGA, accounting
Simon Fraser University 1999 — 2000
GDBA, Business
The University of British Columbia 1995 — 1998
BSc, Environmental Chemistry
G&F Financial Group January 2012 - Present
G&F Financial Group April 2009 - January 2012
G&F Financial Group July 2006 - April 2009
G&F Financial Group June 2002 - July 2006
Skills
Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Accounting, Risk Management, Financial Modeling, Strategic Financial..., Corporate Finance, Profitability Tracking, Finance, Analysis, Account Reconciliation, Accounts Payable, Management, Banking
Education
Certified General Accountants of BC 2001 — 2007
CPA, CGA, accounting
Simon Fraser University 1999 — 2000
GDBA, Business
The University of British Columbia 1995 — 1998
BSc, Environmental Chemistry
Gillian Sherwood Gillian Sherwood's G&F Financial Group Experience October 1997 - Present
Job Branch Manager
Industry Financial Services
Experience
G&F Financial Group October 1997 - Present
Dixon Transition Society February 2013 - Present
Skills
Mortgage Lending, Consumer Lending, Wealth Management, Retail Banking, Mutual Funds, Loans, Relationship Management, Credit, Residential Mortgages, Banking, Finance, Underwriting, Mentoring, Business Development, Branch Management, Communication Skills, Commercial Mortgages, Cross Selling, Business Coaching, Lines Of Credit, Coaching, Portfolio Management, Credit Risk, Leadership, Presentations, Investments, Financial Risk, Financial Advisory, Risk Management, Investment Advisory, Securities, Financial Services, Team Building, Conflict Resolution, Retirement Planning, Refinance, Credit Unions, AML, Financial Analysis, Asset Management, Sales, Credit Cards, Branch Banking, Debt Consolidation, Strategic Financial..., Commercial Banking, Cash Management, Mortgage Banking, Home Equity Lines of..., Credit Analysis
Education
Investment Funds Institute of Canada
Capilano University 1986 — 1988
Social Sciences
BCIT
Business Administration and Management, General
G&F Financial Group October 1997 - Present
Dixon Transition Society February 2013 - Present
Skills
Mortgage Lending, Consumer Lending, Wealth Management, Retail Banking, Mutual Funds, Loans, Relationship Management, Credit, Residential Mortgages, Banking, Finance, Underwriting, Mentoring, Business Development, Branch Management, Communication Skills, Commercial Mortgages, Cross Selling, Business Coaching, Lines Of Credit, Coaching, Portfolio Management, Credit Risk, Leadership, Presentations, Investments, Financial Risk, Financial Advisory, Risk Management, Investment Advisory, Securities, Financial Services, Team Building, Conflict Resolution, Retirement Planning, Refinance, Credit Unions, AML, Financial Analysis, Asset Management, Sales, Credit Cards, Branch Banking, Debt Consolidation, Strategic Financial..., Commercial Banking, Cash Management, Mortgage Banking, Home Equity Lines of..., Credit Analysis
Education
Investment Funds Institute of Canada
Capilano University 1986 — 1988
Social Sciences
BCIT
Business Administration and Management, General
Jackson C. Andrei Jackson C. Andrei's G&F Financial Group Experience October 2013 - Present
Job Money Advisor at G&F Financial Group
Industry Financial Services
Experience
G&F Financial Group October 2013 - Present
Tom Lee Music January 2009 - October 2013
IAM Collective March 2009 - May 2012
Skills
Management, Business, Finance, Leadership, Communication Skills, Customer Service, Music Industry, Music, Recording, Music Production, Composition, Guitarist, Sales, Entertainment, Audio Post Production, Musicians, Social Networking, Financial Analysis, Seminar Marketing, Investments, Risk Management, Seminar Presentations, Guitar
Education
British Columbia Institute of Technology 2009 — 2013
Business Management, GPA 88%
G&F Financial Group October 2013 - Present
Tom Lee Music January 2009 - October 2013
IAM Collective March 2009 - May 2012
Skills
Management, Business, Finance, Leadership, Communication Skills, Customer Service, Music Industry, Music, Recording, Music Production, Composition, Guitarist, Sales, Entertainment, Audio Post Production, Musicians, Social Networking, Financial Analysis, Seminar Marketing, Investments, Risk Management, Seminar Presentations, Guitar
Education
British Columbia Institute of Technology 2009 — 2013
Business Management, GPA 88%
Christine Etchells's G&F Financial Group Experience June 2012 - April 2015
Job Sales Assistant at Cushman & Wakefield
Industry Human Resources
Experience
Cushman & Wakefield April 2015 - Present
G&F Financial Group June 2012 - April 2015
David Suzuki Foundation July 2010 - October 2010
Earls Restaurants Ltd 2008 - 2010
Earls Restaurants Ltd. 2004 - 2007
North Shore Credit Union / United Mortgage Group 2003 - 2004
North Shore Credit Union January 2001 - January 2003
Vancouver Lifestyles Magazine January 1999 - January 2001
Skills
Customer Service, Coaching, Writing, Marketing, Training, Social Media, Human Resources, Team Building, Leadership, Program Management, Personnel Management, Time Management, Leadership Development, Performance Management, Organizational..., Microsoft Office, Team Leadership, Recruiting, Management, Employee Relations, Change Management, Talent Management, Employee Training, Project Planning, Employee Engagement, Budgets, Organizational..., Strategy, Succession Planning
Education
Vancouver Community College 2012 — 2014
Provincial Instructor Diploma
Capilano College
Retail Marketing Diploma
Capilano University
Associates Degree Business Administration
Langara College
Advertising and Design
Cushman & Wakefield April 2015 - Present
G&F Financial Group June 2012 - April 2015
David Suzuki Foundation July 2010 - October 2010
Earls Restaurants Ltd 2008 - 2010
Earls Restaurants Ltd. 2004 - 2007
North Shore Credit Union / United Mortgage Group 2003 - 2004
North Shore Credit Union January 2001 - January 2003
Vancouver Lifestyles Magazine January 1999 - January 2001
Skills
Customer Service, Coaching, Writing, Marketing, Training, Social Media, Human Resources, Team Building, Leadership, Program Management, Personnel Management, Time Management, Leadership Development, Performance Management, Organizational..., Microsoft Office, Team Leadership, Recruiting, Management, Employee Relations, Change Management, Talent Management, Employee Training, Project Planning, Employee Engagement, Budgets, Organizational..., Strategy, Succession Planning
Education
Vancouver Community College 2012 — 2014
Provincial Instructor Diploma
Capilano College
Retail Marketing Diploma
Capilano University
Associates Degree Business Administration
Langara College
Advertising and Design
Michael Atkinson Michael Atkinson's G&F Financial Group Experience August 2012 - Present
Job Vice President, Wealth Management
Industry Banking
Experience
G+F Financial Group August 2012 - Present
BCIT September 2009 - Present
Vancouver City Savings Credit Union November 1993 - August 2012
Vancity Community Foundation June 2004 - June 2012
Skills
Media Appearances, Strategic Planning, Financial Analysis, Financial Advisory, Personal Financial..., Investments, Mutual Funds, Media Relations, Economics, Community Foundations, Wealth Management, Investment Advisory, Investment Strategies, Strategy, Analysis, Financial Services, Strategic Financial..., Finance, Risk Management, Retirement Planning, Financial Risk, Estate Planning, Portfolio Management, Leadership, Banking, Leadership Development, Mortgage Lending, Business Strategy, Credit, Credit Risk, Business Analysis, Department..., Financial Planning, Relationship Management, Project Management, Behavioral Interviewing, Change Management, Tactical Planning, Department Budgeting, Project Planning, Bayesian inference, Cross Functional Team...
Education
University of London 2012 — 2016
Master of Science (M.Sc.), Economic Policy
Simon Fraser University 2002 — 2004
Master of Business Administration (M.B.A.), Strategic Planning
Simon Fraser University 1989 — 1993
Bachelor of Arts (BA), Major: Economics Minor: Business Adminstration
G+F Financial Group August 2012 - Present
BCIT September 2009 - Present
Vancouver City Savings Credit Union November 1993 - August 2012
Vancity Community Foundation June 2004 - June 2012
Skills
Media Appearances, Strategic Planning, Financial Analysis, Financial Advisory, Personal Financial..., Investments, Mutual Funds, Media Relations, Economics, Community Foundations, Wealth Management, Investment Advisory, Investment Strategies, Strategy, Analysis, Financial Services, Strategic Financial..., Finance, Risk Management, Retirement Planning, Financial Risk, Estate Planning, Portfolio Management, Leadership, Banking, Leadership Development, Mortgage Lending, Business Strategy, Credit, Credit Risk, Business Analysis, Department..., Financial Planning, Relationship Management, Project Management, Behavioral Interviewing, Change Management, Tactical Planning, Department Budgeting, Project Planning, Bayesian inference, Cross Functional Team...
Education
University of London 2012 — 2016
Master of Science (M.Sc.), Economic Policy
Simon Fraser University 2002 — 2004
Master of Business Administration (M.B.A.), Strategic Planning
Simon Fraser University 1989 — 1993
Bachelor of Arts (BA), Major: Economics Minor: Business Adminstration
Curtis Hughes Curtis Hughes's G&F Financial Group Experience December 2009 - Present
Job Assistant Branch Manager at G&F Financial Group
Industry Banking
Experience
G&F Financial Group December 2009 - Present
CIBC Mortgages 2007 - 2009
Vancity 2005 - 2007
Skills
Personal Financial..., Retail Banking, Leadership, Lines Of Credit, Mortgage Lending, Team Management, Branch Management, Mutual Funds, Investments, Financial Institutions, Credit Unions, Banking, Investment Specialist, Loans, Relationship Management, Credit, Risk Management, Consumer Lending, Portfolio Management
Education
The University of British Columbia / UBC 2011 — 2012
Strategic Leadership Certificate, Executive Education - Sauder School of Business
British Columbia Institute of Technology
Financial Management / Financial Planning
Canadian Securities Institute
G&F Financial Group December 2009 - Present
CIBC Mortgages 2007 - 2009
Vancity 2005 - 2007
Skills
Personal Financial..., Retail Banking, Leadership, Lines Of Credit, Mortgage Lending, Team Management, Branch Management, Mutual Funds, Investments, Financial Institutions, Credit Unions, Banking, Investment Specialist, Loans, Relationship Management, Credit, Risk Management, Consumer Lending, Portfolio Management
Education
The University of British Columbia / UBC 2011 — 2012
Strategic Leadership Certificate, Executive Education - Sauder School of Business
British Columbia Institute of Technology
Financial Management / Financial Planning
Canadian Securities Institute
Jesse Nakatsuru Jesse Nakatsuru's G&F Financial Group Experience April 2013 - Present
Job Branch Manager at G&F Financial Group
Industry Banking
Experience
G&F Financial Group April 2013 - Present
G&F Financial Group June 2010 - March 2013
G&F Financial Group May 2006 - May 2010
G&F Financial Group April 2004 - May 2006
Canadian Western Bank May 2003 - March 2004
Skills
Consumer Lending, Mortgage Lending, Loans, Credit, Retail Banking, Banking, Management, Portfolio Management, Residential Mortgages, Real Estate, Relationship Management, Leadership, Cross Selling, Financial Services, Risk Management, Sales, Credit Analysis, Refinance, Coaching, Lines Of Credit, Branch Management, Wealth Management
Education
Simon Fraser University 1996 — 2000
BA, Economics
G&F Financial Group April 2013 - Present
G&F Financial Group June 2010 - March 2013
G&F Financial Group May 2006 - May 2010
G&F Financial Group April 2004 - May 2006
Canadian Western Bank May 2003 - March 2004
Skills
Consumer Lending, Mortgage Lending, Loans, Credit, Retail Banking, Banking, Management, Portfolio Management, Residential Mortgages, Real Estate, Relationship Management, Leadership, Cross Selling, Financial Services, Risk Management, Sales, Credit Analysis, Refinance, Coaching, Lines Of Credit, Branch Management, Wealth Management
Education
Simon Fraser University 1996 — 2000
BA, Economics
J.L.Yvan Lomas J.L.Yvan Lomas's G&F Financial Group Experience June 2011 - Present
Job Branch Manager G&F Financial Group
Industry Financial Services
Experience
G&F Financial Group June 2011 - Present
Sr. Adanacs Lacrosse Club January 2012 - Present
Coquitlam Minor Hockey Association 2007 - 2015
Strathcona BIA July 2011 - April 2013
The CUMIS Group January 2010 - June 2011
Coast Capital Savings August 2003 - August 2009
Wells Fargo June 1997 - August 2003
McDonald's Restaurants of Canada Limited June 1985 - June 1997
Skills
Residential Mortgages, Retail Banking, Branch Management, Personal Banking, TFSA, Mortgage Insurance, LLQP, GIC, Staff Retention, Change Management, Relationship Management, Customer Service, Mortgage Lending, Credit, Loans, Banking, Wealth Management, Investments, Financial Services, Consumer Lending, Insurance, Coaching, Risk Management, Team Building, Cross Selling, Credit Analysis, Team Leadership, Sales Management, Leadership, Performance Management, Credit Unions, Sales, Public Speaking, Credit Cards, Financial Institutions, Debt Consolidation, Home Equity Lines of..., Sales Presentation..., Sales Process, Branch Banking, Training, Financial Accounting, Management, Executive Management, Strategy, Mortgage Banking, Commercial Mortgages, Financial Advisory, Small Business Lending, Networking
Education
Insurance Council of BC 2009 — 2010
LLQP
Oak Bay Senior Secondary 1983 — 2000
Business - Honors
Camosun College
General Studies, Business Adminstration
G&F Financial Group June 2011 - Present
Sr. Adanacs Lacrosse Club January 2012 - Present
Coquitlam Minor Hockey Association 2007 - 2015
Strathcona BIA July 2011 - April 2013
The CUMIS Group January 2010 - June 2011
Coast Capital Savings August 2003 - August 2009
Wells Fargo June 1997 - August 2003
McDonald's Restaurants of Canada Limited June 1985 - June 1997
Skills
Residential Mortgages, Retail Banking, Branch Management, Personal Banking, TFSA, Mortgage Insurance, LLQP, GIC, Staff Retention, Change Management, Relationship Management, Customer Service, Mortgage Lending, Credit, Loans, Banking, Wealth Management, Investments, Financial Services, Consumer Lending, Insurance, Coaching, Risk Management, Team Building, Cross Selling, Credit Analysis, Team Leadership, Sales Management, Leadership, Performance Management, Credit Unions, Sales, Public Speaking, Credit Cards, Financial Institutions, Debt Consolidation, Home Equity Lines of..., Sales Presentation..., Sales Process, Branch Banking, Training, Financial Accounting, Management, Executive Management, Strategy, Mortgage Banking, Commercial Mortgages, Financial Advisory, Small Business Lending, Networking
Education
Insurance Council of BC 2009 — 2010
LLQP
Oak Bay Senior Secondary 1983 — 2000
Business - Honors
Camosun College
General Studies, Business Adminstration
Peter Kobayashi's G&F Financial Group Experience March 2011 - Present
Job .
Industry Banking
Experience
G&F Financial Group March 2011 - Present
G&F Financial Group 2002 - 2011
Skills
Banking, Relationship Management, Mortgage Lending, Credit, Consumer Lending, Risk Management, Portfolio Management, Financial Risk, Retail Banking, Loans, Business Strategy, Real Estate, Leadership, New Business Development, Team Building
Education
Credit Union Institute of Canada 2007 — 2011
Fellowship, General Business Studies
UBC - Sauder School of Business 1990 — 1992
Diploma in Urban Land Economics, Appraisal
British Columbia Institute of Technology 1983 — 1985
Diploma of Technology, Financial Management
G&F Financial Group March 2011 - Present
G&F Financial Group 2002 - 2011
Skills
Banking, Relationship Management, Mortgage Lending, Credit, Consumer Lending, Risk Management, Portfolio Management, Financial Risk, Retail Banking, Loans, Business Strategy, Real Estate, Leadership, New Business Development, Team Building
Education
Credit Union Institute of Canada 2007 — 2011
Fellowship, General Business Studies
UBC - Sauder School of Business 1990 — 1992
Diploma in Urban Land Economics, Appraisal
British Columbia Institute of Technology 1983 — 1985
Diploma of Technology, Financial Management
Jason Kitamura Jason Kitamura's G&F Financial Group Experience July 2015 - Present
Job Associate Vice President, Commercial at G&F Financial Group
Industry Banking
Experience
G&F Financial Group July 2015 - Present
Scotiabank June 2002 - June 2015
Connor Clark & Lunn Private Capital 1996 - 2002
Vancity 1995 - 1996
Skills
Banking, Commercial Banking, Credit, Retail Banking, Credit Risk, Loans, Relationship Management
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Business
British Columbia Institute of Technology
G&F Financial Group July 2015 - Present
Scotiabank June 2002 - June 2015
Connor Clark & Lunn Private Capital 1996 - 2002
Vancity 1995 - 1996
Skills
Banking, Commercial Banking, Credit, Retail Banking, Credit Risk, Loans, Relationship Management
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Business
British Columbia Institute of Technology
Greg Lummis Greg Lummis's G&F Financial Group Experience September 2001 - June 2005
Job Manager Information Systems at Charm Diamond Centres
Industry Retail
Experience
Charm Diamond Centres December 2006 - Present
G&F Financial Group September 2001 - June 2005
Electric Mail February 1998 - March 1999
Skills
IT Management, Project Management, Microsoft Exchange, Windows Server, Project Planning, IT Strategy, Network Administration, System Administration, Cloud Computing, Servers, Virtualization, Microsoft SQL Server, Software Documentation, Windows, Operating Systems, Microsoft Word, Program Management, Microsoft Office, Enterprise Software, Troubleshooting, Retail, Financial Analysis, CRM, Telecommunications, Inventory Management, Account Management, IT Operations, Data Center, Time Management, Google Apps for..., NAS, VPN, Firewalls, POS solutions, Epicor, Team Building, Teamwork, Strategic Planning, Business Process..., Integration, Business Analysis, Loss Prevention
Education
Acadia University 1990 — 1994
BA, English/Political Science
Queen Elizabeth High School 1986 — 1990
Charm Diamond Centres December 2006 - Present
G&F Financial Group September 2001 - June 2005
Electric Mail February 1998 - March 1999
Skills
IT Management, Project Management, Microsoft Exchange, Windows Server, Project Planning, IT Strategy, Network Administration, System Administration, Cloud Computing, Servers, Virtualization, Microsoft SQL Server, Software Documentation, Windows, Operating Systems, Microsoft Word, Program Management, Microsoft Office, Enterprise Software, Troubleshooting, Retail, Financial Analysis, CRM, Telecommunications, Inventory Management, Account Management, IT Operations, Data Center, Time Management, Google Apps for..., NAS, VPN, Firewalls, POS solutions, Epicor, Team Building, Teamwork, Strategic Planning, Business Process..., Integration, Business Analysis, Loss Prevention
Education
Acadia University 1990 — 1994
BA, English/Political Science
Queen Elizabeth High School 1986 — 1990
Joanna Tsung Joanna Tsung's G&F Financial Group Experience May 2012 - September 2014
Job Injury Adjuster at ICBC
Industry Insurance
Experience
Insurance Corporation of British Columbia October 2014 - Present
G&F Financial Group May 2012 - September 2014
Canadian Cancer Society 2013 - June 2014
G&F Financial Group 2012 - May 2014
G&F Financial Group November 2010 - April 2012
PICI 2009 - 2010
Skills
Customer Service, Research, Teamwork, Time Management, Conflict Resolution, Engagement, Microsoft Office, PowerPoint, Outlook, Teaching, Social Networking, Economics, Labor Relations, Coaching, New Hire Training, New Hire Orientations, Human Resources, Leadership, Consulting, Strategic Planning, Project Planning, Problem Solving, Analysis, Finance, Banking
Education
Dalhousie University 2013 — 2013
Simon Fraser University 2012 — 2012
Certificate in Human Resources Management
Simon Fraser University
Bachelor's degree, Economics and Education
The University of British Columbia / UBC
Insurance Corporation of British Columbia October 2014 - Present
G&F Financial Group May 2012 - September 2014
Canadian Cancer Society 2013 - June 2014
G&F Financial Group 2012 - May 2014
G&F Financial Group November 2010 - April 2012
PICI 2009 - 2010
Skills
Customer Service, Research, Teamwork, Time Management, Conflict Resolution, Engagement, Microsoft Office, PowerPoint, Outlook, Teaching, Social Networking, Economics, Labor Relations, Coaching, New Hire Training, New Hire Orientations, Human Resources, Leadership, Consulting, Strategic Planning, Project Planning, Problem Solving, Analysis, Finance, Banking
Education
Dalhousie University 2013 — 2013
Simon Fraser University 2012 — 2012
Certificate in Human Resources Management
Simon Fraser University
Bachelor's degree, Economics and Education
The University of British Columbia / UBC
Diane Sullivan Diane Sullivan's G&F Financial Group Experience July 2012 - Present
Job VP Human Resources
Industry Public Safety
Experience
G&F Financial Group July 2012 - Present
BC Safety Authority November 2005 - May 2011
SuperPages April 2001 - June 2005
TELUS/SuperPages (Div. of Verizon Communications), now Yellow Pages Group 2001 - 2005
Superpages (Yellow Pages Group) 2001 - 2005
RBC Royal Bank 1989 - 2001
Skills
Organizational..., Talent Management, Succession Planning, Performance Management, Employee Engagement, Organizational..., Coaching, Recruiting, Leadership, Strategic Planning, Human Resources, Culture Change, Strategy, Team Leadership, Personnel Management, Leadership Development, HR Consulting, Change Management, Labor Relations, HRIS, Deferred Compensation, Employee Relations
Education
The Director's College 2010 — 2011
C.Dir
Simon Fraser University 2002 — 2004
MBA
G&F Financial Group July 2012 - Present
BC Safety Authority November 2005 - May 2011
SuperPages April 2001 - June 2005
TELUS/SuperPages (Div. of Verizon Communications), now Yellow Pages Group 2001 - 2005
Superpages (Yellow Pages Group) 2001 - 2005
RBC Royal Bank 1989 - 2001
Skills
Organizational..., Talent Management, Succession Planning, Performance Management, Employee Engagement, Organizational..., Coaching, Recruiting, Leadership, Strategic Planning, Human Resources, Culture Change, Strategy, Team Leadership, Personnel Management, Leadership Development, HR Consulting, Change Management, Labor Relations, HRIS, Deferred Compensation, Employee Relations
Education
The Director's College 2010 — 2011
C.Dir
Simon Fraser University 2002 — 2004
MBA
Margot Davis Margot Davis's G&F Financial Group Experience January 2011 - April 2015
Job Project Management / Marketing / Corporate Strategy & Planning
Industry Financial Services
Experience
Consultant May 2015 - Present
G&F Financial Group January 2011 - April 2015
Independent / Contract 2003 - December 2010
Vancity 1999 - 2003
Coast Capital Savings 1994 - 1999
Skills
Business Planning, Business Strategy, Event Management, Leadership, Leadership Development, Management, Marketing, Organizational..., Project Management, Relationship Management, Strategic Planning, Strategy, Team Building
Education
Queen's University
BA (hon)
Sauder School of Business
Project Management Essentials
Consultant May 2015 - Present
G&F Financial Group January 2011 - April 2015
Independent / Contract 2003 - December 2010
Vancity 1999 - 2003
Coast Capital Savings 1994 - 1999
Skills
Business Planning, Business Strategy, Event Management, Leadership, Leadership Development, Management, Marketing, Organizational..., Project Management, Relationship Management, Strategic Planning, Strategy, Team Building
Education
Queen's University
BA (hon)
Sauder School of Business
Project Management Essentials
Steven Hui, MBA, CFA, CFP's G&F Financial Group Experience August 2006 - Present
Job Branch Manager at G&F Financial Group
Industry Banking
Experience
G&F Financial Group August 2006 - Present
G&F Financial Group August 2004 - July 2006
G&F Financial Group 2000 - 2004
Ambro & Associates Mortgage Consultants 1995 - 2000
Skills
Mortgage Lending, Credit, Financial Services, Loans, Retail Banking, Consumer Lending, Wealth Management, Residential Mortgages, Investments, Banking, Mutual Funds, Leadership, Portfolio Management, Risk Management, Deposits, Strategic Financial..., Relationship Management, Mortgage Banking, Branch Banking, Credit Unions, Financial Institutions, Branch Management, Financial Advisory, Asset Management, Securities, Investment Advisory, Cash Management, Retirement Planning, Home Equity Lines of..., Investment Strategies, Finance, Debt Consolidation, Insurance, Estate Planning, Wealth Management..., Financial Risk, Refinance, Credit Analysis, Lines Of Credit, Commercial Banking, Commercial Mortgages, Financial Analysis, Wealth, Mortgage, Financial Planning, Business Strategy, Business Development, Corporate Finance, Strategic Planning
Education
Queen's University 2013 — 2015
Master of Business Administration (MBA)
CFA Institute
CFA Charterholder
British Columbia Institute of Technology 2001 — 2003
Financial Management Financial Planning
Simon Fraser University 1988 — 1992
BBA, Business Administration
G&F Financial Group August 2006 - Present
G&F Financial Group August 2004 - July 2006
G&F Financial Group 2000 - 2004
Ambro & Associates Mortgage Consultants 1995 - 2000
Skills
Mortgage Lending, Credit, Financial Services, Loans, Retail Banking, Consumer Lending, Wealth Management, Residential Mortgages, Investments, Banking, Mutual Funds, Leadership, Portfolio Management, Risk Management, Deposits, Strategic Financial..., Relationship Management, Mortgage Banking, Branch Banking, Credit Unions, Financial Institutions, Branch Management, Financial Advisory, Asset Management, Securities, Investment Advisory, Cash Management, Retirement Planning, Home Equity Lines of..., Investment Strategies, Finance, Debt Consolidation, Insurance, Estate Planning, Wealth Management..., Financial Risk, Refinance, Credit Analysis, Lines Of Credit, Commercial Banking, Commercial Mortgages, Financial Analysis, Wealth, Mortgage, Financial Planning, Business Strategy, Business Development, Corporate Finance, Strategic Planning
Education
Queen's University 2013 — 2015
Master of Business Administration (MBA)
CFA Institute
CFA Charterholder
British Columbia Institute of Technology 2001 — 2003
Financial Management Financial Planning
Simon Fraser University 1988 — 1992
BBA, Business Administration
Natalie Vollans Natalie Vollans's G&F Financial Group Experience April 2012 - March 2014
Job Sr. Financial Services Officer at Prospera Credit Union
Industry Banking
Experience
Prospera Credit Union April 2014 - Present
G&F Financial Group April 2012 - March 2014
G&F Financial Group September 2007 - April 2012
Prospera Credit Union 2001 - 2007
Skills
Mortgage Lending, Loans, Consumer Lending, Retail Banking, Residential Mortgages, Credit, Banking, Investments, Mutual Funds, Refinance, Lines Of Credit, Credit Analysis, Construction Finance, Contact Centre..., People Development, Coaching, Contact Center..., Contact Centre..., Mortgage Broker..., Call Centers
Education
British Columbia Institute of Technology 2014 — 2016
Associate Certificate, Leadership, Business
BCIT 2008 — 2012
Part Time Associate Certificate, Finance and Financial Management Services, 84% Average
Investment Funds Institute of Canada 2010 — 2010
Mutual Funds Investments
Kwantlen University College 2000 — 2001
Prospera Credit Union April 2014 - Present
G&F Financial Group April 2012 - March 2014
G&F Financial Group September 2007 - April 2012
Prospera Credit Union 2001 - 2007
Skills
Mortgage Lending, Loans, Consumer Lending, Retail Banking, Residential Mortgages, Credit, Banking, Investments, Mutual Funds, Refinance, Lines Of Credit, Credit Analysis, Construction Finance, Contact Centre..., People Development, Coaching, Contact Center..., Contact Centre..., Mortgage Broker..., Call Centers
Education
British Columbia Institute of Technology 2014 — 2016
Associate Certificate, Leadership, Business
BCIT 2008 — 2012
Part Time Associate Certificate, Finance and Financial Management Services, 84% Average
Investment Funds Institute of Canada 2010 — 2010
Mutual Funds Investments
Kwantlen University College 2000 — 2001
Richard Davies, MBA, FCUIC Richard Davies, MBA, FCUIC's G&F Financial Group Experience 1991 - 2011
Job President & CEO at Tandia Financial Credit Union
Industry Financial Services
Experience
Tandia Financial Credit Union Limited January 2014 - Present
MFD Private Client Services Inc. July 2012 - December 2013
Kawartha CU/ formerly Unity Savings & Credit Union April 2011 - April 2012
Credential Financial Inc. January 2010 - February 2011
G&F Financial Group 1991 - 2011
Capilano University 2001 - 2007
Skills
Banking, Investments, Mortgage Lending, Risk Management, Strategic Financial..., Loans, Strategic Planning, Credit, Wealth Management, Team Leadership, Financial Services, Mergers, Leadership, Mergers & Acquisitions, Budgets, New Business Development, Insurance, Management, Strategy, Credit Analysis, Business Planning, Team Building, Coaching, Business Strategy, Mutual Funds, Asset Management, Portfolio Management, Executive Management, Finance, Retirement Planning, Retail Banking, Financial Analysis, Credit Unions, Consumer Lending, Relationship Management, Financial Risk, Commercial Banking, Financial Advisory, Residential Mortgages, Employee Engagement, Commercial Lending, Investment Advisory, Credit Risk, Securities, Cash Management, Estate Planning, Financial Institutions, Credit Cards, Commercial Mortgages, Wealth
Education
Canadian Securities Institute
Capilano University
Diploma, Business Administration
Credit Union Institute of Canada
FCUIC
Institute of Canadian Bankers
Queen's University
MBA, Business Administration
The University of British Columbia
Faculty of Commerce
Tandia Financial Credit Union Limited January 2014 - Present
MFD Private Client Services Inc. July 2012 - December 2013
Kawartha CU/ formerly Unity Savings & Credit Union April 2011 - April 2012
Credential Financial Inc. January 2010 - February 2011
G&F Financial Group 1991 - 2011
Capilano University 2001 - 2007
Skills
Banking, Investments, Mortgage Lending, Risk Management, Strategic Financial..., Loans, Strategic Planning, Credit, Wealth Management, Team Leadership, Financial Services, Mergers, Leadership, Mergers & Acquisitions, Budgets, New Business Development, Insurance, Management, Strategy, Credit Analysis, Business Planning, Team Building, Coaching, Business Strategy, Mutual Funds, Asset Management, Portfolio Management, Executive Management, Finance, Retirement Planning, Retail Banking, Financial Analysis, Credit Unions, Consumer Lending, Relationship Management, Financial Risk, Commercial Banking, Financial Advisory, Residential Mortgages, Employee Engagement, Commercial Lending, Investment Advisory, Credit Risk, Securities, Cash Management, Estate Planning, Financial Institutions, Credit Cards, Commercial Mortgages, Wealth
Education
Canadian Securities Institute
Capilano University
Diploma, Business Administration
Credit Union Institute of Canada
FCUIC
Institute of Canadian Bankers
Queen's University
MBA, Business Administration
The University of British Columbia
Faculty of Commerce
Hassan Founouni Hassan Founouni's G&F Financial Group Experience September 2003 - December 2005
Job Senior Manager Financial Planning & Analysis, Retail Canada at GLENTEL Inc.
Industry Retail
Experience
GLENTEL Inc. June 2014 - Present
Best Buy Canada September 2013 - May 2014
Best Buy Canada August 2012 - September 2013
Best Buy Canada June 2010 - August 2012
BCAA November 2007 - July 2009
GLENTEL Inc. January 2006 - November 2007
G&F Financial Group September 2003 - December 2005
Skills
Financial Modeling, Project Management, Financial Analysis, Budgets, Business Strategy, Business Analysis, Strategic Planning, Financial Reporting, Forecasting, Strategic Financial..., Accounting, Business Planning, Strategy, Managerial Finance, Finance, Business Intelligence, Analysis, Analytics, Management, Management Consulting, Business Process..., Process Improvement, Project Planning, Microsoft Excel, Change Management, Customer Service, Investments, Cross-functional Team...
Education
The University of British Columbia 2009 — 2011
Master of Business Administration (MBA)
British Columbia Institute of Technology 2005 — 2008
BBA
British Columbia Institute of Technology 2001 — 2003
Dipl.T
GLENTEL Inc. June 2014 - Present
Best Buy Canada September 2013 - May 2014
Best Buy Canada August 2012 - September 2013
Best Buy Canada June 2010 - August 2012
BCAA November 2007 - July 2009
GLENTEL Inc. January 2006 - November 2007
G&F Financial Group September 2003 - December 2005
Skills
Financial Modeling, Project Management, Financial Analysis, Budgets, Business Strategy, Business Analysis, Strategic Planning, Financial Reporting, Forecasting, Strategic Financial..., Accounting, Business Planning, Strategy, Managerial Finance, Finance, Business Intelligence, Analysis, Analytics, Management, Management Consulting, Business Process..., Process Improvement, Project Planning, Microsoft Excel, Change Management, Customer Service, Investments, Cross-functional Team...
Education
The University of British Columbia 2009 — 2011
Master of Business Administration (MBA)
British Columbia Institute of Technology 2005 — 2008
BBA
British Columbia Institute of Technology 2001 — 2003
Dipl.T
Becky Milos, CHRP Becky Milos, CHRP's G&F Financial Group Experience September 2015 - Present
Job Human Resources Business Partner at G&F Financial Group
Industry Human Resources
Experience
G&F Financial Group September 2015 - Present
McElhanney Consulting Services Ltd. April 2011 - August 2015
The McElhanney Group Ltd. September 2007 - April 2011
TransLink 2007 - 2007
Coast Capital Savings July 2004 - August 2006
Starbucks Coffee Company July 2000 - August 2004
Skills
Employee Relations, Recruiting, Succession Planning, Leadership Development, New Hire Orientations, Human Resources, Organizational..., Performance Management, Employee Engagement, Coaching, Personnel Management, Employee Benefits, Talent Management, Training, Strategic Planning, Management, Onboarding, Employee Training, Benefits Administration
Education
University of Victoria 1998 — 2003
Bachelor of Arts, English (major), History (minor)
British Columbia Institute of Technology 2006 — 2007
Diploma of Technology, Human Resource Management
G&F Financial Group September 2015 - Present
McElhanney Consulting Services Ltd. April 2011 - August 2015
The McElhanney Group Ltd. September 2007 - April 2011
TransLink 2007 - 2007
Coast Capital Savings July 2004 - August 2006
Starbucks Coffee Company July 2000 - August 2004
Skills
Employee Relations, Recruiting, Succession Planning, Leadership Development, New Hire Orientations, Human Resources, Organizational..., Performance Management, Employee Engagement, Coaching, Personnel Management, Employee Benefits, Talent Management, Training, Strategic Planning, Management, Onboarding, Employee Training, Benefits Administration
Education
University of Victoria 1998 — 2003
Bachelor of Arts, English (major), History (minor)
British Columbia Institute of Technology 2006 — 2007
Diploma of Technology, Human Resource Management
Sean Nazareth Sean Nazareth's G&F Financial Group Experience November 2013 - January 2015
Job Independent Insurance Planner and Mutual Funds Representative
Industry Insurance
Experience
Networth Financial Corp. August 2015 - Present
Global Pacific Financial Services Ltd. - MGA for Life Insurance & Financial Institutions January 2015 - Present
G&F Financial Group November 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Management, Research, Photoshop, Banking, Risk Management, Team Building, Retail Banking, Relationship Management, Portfolio Management, Mortgage Lending, Investments, Financial Services, Insurance
Education
Canadian Securities Institute 2014 — 2014
CSC, Investments and Securities
Self Study 2013 — 2014
CFP Level 1Registered Candidate, Financial Planning
British Columbia Institute of Technology 2006 — 2013
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
LLQP 2009 — 2009
Life insurance licensed, Insurance
British Columbia Institute of Technology 2006 — 2008
Diploma of Technology, Corporate Finance
Networth Financial Corp. August 2015 - Present
Global Pacific Financial Services Ltd. - MGA for Life Insurance & Financial Institutions January 2015 - Present
G&F Financial Group November 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Management, Research, Photoshop, Banking, Risk Management, Team Building, Retail Banking, Relationship Management, Portfolio Management, Mortgage Lending, Investments, Financial Services, Insurance
Education
Canadian Securities Institute 2014 — 2014
CSC, Investments and Securities
Self Study 2013 — 2014
CFP Level 1Registered Candidate, Financial Planning
British Columbia Institute of Technology 2006 — 2013
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
LLQP 2009 — 2009
Life insurance licensed, Insurance
British Columbia Institute of Technology 2006 — 2008
Diploma of Technology, Corporate Finance
David Yang's G&F Financial Group Experience May 2008 - May 2009
Job Territory Account Executive at Mondelēz International
Industry Consumer Goods
Experience
Mondelēz International February 2015 - Present
Ampco Grafix June 2014 - December 2014
BuildDirect October 2012 - May 2014
Yellow Pages Group / Groupe Pages Jaunes – Canada June 2009 - August 2012
G&F Financial Group May 2008 - May 2009
RBC January 2006 - April 2008
Skills
Sales, CRM, Account Management, Advertising, Customer Service, Online Advertising, Customer Satisfaction, Training, Business Development, SEM, Retail, Microsoft Excel, Advertising Sales, print, banking, local search, Google Adwords, Excel, CRM software, Cold Calling, Online Sales, Social Media, Online Marketing, Digital Printing, Wide Format Printing, Window Film, Vinyl Banners, Signage, Vehicle Graphics, Corporate Events, Graphic Arts, Marketing Strategy, New Business Development, Marketing
Education
Simon Fraser University
Bachelor of Arts, Education
Capilano University
Associate of Arts Degree, General Studies
Mondelēz International February 2015 - Present
Ampco Grafix June 2014 - December 2014
BuildDirect October 2012 - May 2014
Yellow Pages Group / Groupe Pages Jaunes – Canada June 2009 - August 2012
G&F Financial Group May 2008 - May 2009
RBC January 2006 - April 2008
Skills
Sales, CRM, Account Management, Advertising, Customer Service, Online Advertising, Customer Satisfaction, Training, Business Development, SEM, Retail, Microsoft Excel, Advertising Sales, print, banking, local search, Google Adwords, Excel, CRM software, Cold Calling, Online Sales, Social Media, Online Marketing, Digital Printing, Wide Format Printing, Window Film, Vinyl Banners, Signage, Vehicle Graphics, Corporate Events, Graphic Arts, Marketing Strategy, New Business Development, Marketing
Education
Simon Fraser University
Bachelor of Arts, Education
Capilano University
Associate of Arts Degree, General Studies
Ruhina Talati's G&F Financial Group Experience June 2015 - Present
Job Money Advisor at G&F Financial Group
Industry Financial Services
Experience
G&F Financial Group June 2015 - Present
Best Buy Canada December 2010 - Present
Henna by Hini November 2005 - Present
Suki's International June 2008 - December 2010
Education
British Columbia Institute of Technology 2009 — 2011
Marketing Management - Entrepreneurship
G&F Financial Group June 2015 - Present
Best Buy Canada December 2010 - Present
Henna by Hini November 2005 - Present
Suki's International June 2008 - December 2010
Education
British Columbia Institute of Technology 2009 — 2011
Marketing Management - Entrepreneurship
Jagjit Pandher's G&F Financial Group Experience February 2014 - Present
Job Assistant Manager at G&F Financial Group
Industry Banking
Experience
G&F Financial Group February 2014 - Present
G&F Financial Group April 2012 - May 2013
G&F Financial Group May 2009 - June 2011
Vancity 2001 - 2005
Skills
Investments, Financial Services, Mutual Funds, Finance, Consumer Lending, Mortgage Lending, Credit, Banking, Loans, Retail Banking, Wealth Management, Residential Mortgages, Relationship Management, Credit Analysis, Lines Of Credit, Portfolio Management, Risk Management, Leadership, Refinance
Education
British Columbia Institute of Technology / BCIT 2007 — 2015
G&F Financial Group February 2014 - Present
G&F Financial Group April 2012 - May 2013
G&F Financial Group May 2009 - June 2011
Vancity 2001 - 2005
Skills
Investments, Financial Services, Mutual Funds, Finance, Consumer Lending, Mortgage Lending, Credit, Banking, Loans, Retail Banking, Wealth Management, Residential Mortgages, Relationship Management, Credit Analysis, Lines Of Credit, Portfolio Management, Risk Management, Leadership, Refinance
Education
British Columbia Institute of Technology / BCIT 2007 — 2015
Connor Watson Connor Watson's G&F Financial Group Experience January 2015 - Present
Job Service Representative at G&F Financial Group
Industry Banking
Experience
G&F Financial Group January 2015 - Present
Richmond Country Club January 2012 - Present
Grouse Mountain December 2012 - April 2013
Richmond Country Club March 2008 - January 2012
Skills
Customer Service, Finance, Time Management, Leadership, Event Planning, Team Building, Public Speaking, Marketing, Banking, Teamwork
Education
Langara College
Bachelor of Business Administration (BBA), Business Administration and Management, General
G&F Financial Group January 2015 - Present
Richmond Country Club January 2012 - Present
Grouse Mountain December 2012 - April 2013
Richmond Country Club March 2008 - January 2012
Skills
Customer Service, Finance, Time Management, Leadership, Event Planning, Team Building, Public Speaking, Marketing, Banking, Teamwork
Education
Langara College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rangolie Prasad's G&F Financial Group Experience September 2007 - September 2010
Job FSR at TD Bank
Industry Management Consulting
Experience
TD January 2013 - Present
Encore Events Staff/Blonde Bombshell 2011 - Present
G&F Financial Group September 2007 - September 2010
G&F Financial Group January 2007 - January 2010
Skills
Sales, Customer Service, Banking, Communication, Management, Training, Sales Management, Credit, Team Leadership, Coaching, Leadership, Team Building, Teamwork, Financial Analysis, Loans, Time Management, Performance Management, Microsoft Office, Microsoft Excel
Education
Kwantlen University College 2010 — 2012
BBA-ENTR, Entrepreneurial Leadership
BCIT 2004 — 2008
Financial Management Diploma
TD January 2013 - Present
Encore Events Staff/Blonde Bombshell 2011 - Present
G&F Financial Group September 2007 - September 2010
G&F Financial Group January 2007 - January 2010
Skills
Sales, Customer Service, Banking, Communication, Management, Training, Sales Management, Credit, Team Leadership, Coaching, Leadership, Team Building, Teamwork, Financial Analysis, Loans, Time Management, Performance Management, Microsoft Office, Microsoft Excel
Education
Kwantlen University College 2010 — 2012
BBA-ENTR, Entrepreneurial Leadership
BCIT 2004 — 2008
Financial Management Diploma
Sophia Omar's G&F Financial Group Experience January 2014 - March 2015
Job University Professor/Program Coordinator (Thailand)
Industry Financial Services
Experience
Suan Dusit Rajabhat University ..:: มหาวิทยาลัยราชภัฏสวนดุสิต May 2015 - Present
G&F Financial Group January 2014 - March 2015
OpenRoad Toyota/Hyundai April 2011 - January 2014
Peace Arch Toyota April 2009 - July 2011
Cleo September 2008 - September 2009
Skills
Time Management, Teamwork, Customer Satisfaction, Receptionist Duties, Customer Service, Data Entry, Microsoft Excel, Microsoft Office, PowerPoint, Telephone Skills, Administrative..., Office Administration, Social Media Marketing, QuickBooks, Office Management, Access, Inventory Management, Microsoft Word, Event Planning, Sales, Outlook, Payroll, Spreadsheets, Marketing, Social Networking, Switchboard Operator, Human Resources, Process Scheduler, Recruiting, Team Leadership, Administration, Event Management, Accounts Receivable, Retail, Employee Relations, Accounts Payable, Invoicing, Social Media, Cashiering, Public Relations, Facebook, Critical Thinking, Leadership, Employee Training, Copying, Fax, Switchboard, Multi-line Phone, Clerical Work, Telephone Reception
Education
Simon Fraser University 2009 — 2014
Bachelor's degree, Major Economics, Minor Criminology
Panorama Ridge
Tamanawis
Suan Dusit Rajabhat University ..:: มหาวิทยาลัยราชภัฏสวนดุสิต May 2015 - Present
G&F Financial Group January 2014 - March 2015
OpenRoad Toyota/Hyundai April 2011 - January 2014
Peace Arch Toyota April 2009 - July 2011
Cleo September 2008 - September 2009
Skills
Time Management, Teamwork, Customer Satisfaction, Receptionist Duties, Customer Service, Data Entry, Microsoft Excel, Microsoft Office, PowerPoint, Telephone Skills, Administrative..., Office Administration, Social Media Marketing, QuickBooks, Office Management, Access, Inventory Management, Microsoft Word, Event Planning, Sales, Outlook, Payroll, Spreadsheets, Marketing, Social Networking, Switchboard Operator, Human Resources, Process Scheduler, Recruiting, Team Leadership, Administration, Event Management, Accounts Receivable, Retail, Employee Relations, Accounts Payable, Invoicing, Social Media, Cashiering, Public Relations, Facebook, Critical Thinking, Leadership, Employee Training, Copying, Fax, Switchboard, Multi-line Phone, Clerical Work, Telephone Reception
Education
Simon Fraser University 2009 — 2014
Bachelor's degree, Major Economics, Minor Criminology
Panorama Ridge
Tamanawis
Avi Prasad Avi Prasad's G&F Financial Group Experience 2005 - 2006
Job Strategic Engagement Leader Xerox Global Services
Industry Information Technology and Services
Experience
Xerox Canada - Global Services January 2015 - Present
Xerox Canada - Direct Operations August 2013 - December 2014
Xerox Canada: Channel Operations January 2012 - July 2013
Xerox Canada: Direct Operations January 2009 - December 2011
Xerox Canada: Agent Operations 2006 - 2009
G&F Financial Group 2005 - 2006
TD 2003 - 2005
Skills
Solution Selling, Strategy, Business Development, Sales Process, Management, Managed Print Services, Sales Management, Go-to-market Strategy, Key Account Management, Salesforce.com, Negotiation, Channel, Marketing Strategy
Education
Beedie School of Business at Simon Fraser University 2015 — 2017
Master of Business Administration (MBA), Management of Technology
Kwantlen University College 2001 — 2006
Bachelor of Business Administration, Entrepreneurial Leadership
Queen Elizabeth Senior Secondary School 1997 — 1999
Graduated with Honors, High School/Secondary Diplomas and Certificates
Xerox Canada - Global Services January 2015 - Present
Xerox Canada - Direct Operations August 2013 - December 2014
Xerox Canada: Channel Operations January 2012 - July 2013
Xerox Canada: Direct Operations January 2009 - December 2011
Xerox Canada: Agent Operations 2006 - 2009
G&F Financial Group 2005 - 2006
TD 2003 - 2005
Skills
Solution Selling, Strategy, Business Development, Sales Process, Management, Managed Print Services, Sales Management, Go-to-market Strategy, Key Account Management, Salesforce.com, Negotiation, Channel, Marketing Strategy
Education
Beedie School of Business at Simon Fraser University 2015 — 2017
Master of Business Administration (MBA), Management of Technology
Kwantlen University College 2001 — 2006
Bachelor of Business Administration, Entrepreneurial Leadership
Queen Elizabeth Senior Secondary School 1997 — 1999
Graduated with Honors, High School/Secondary Diplomas and Certificates
Carol Boutin Carol Boutin's G&F Financial Group Experience November 2011 - May 2012
Job Communications Manager, IMITS at Provincial Health Services Authority
Industry Public Relations and Communications
Experience
G&F Financial Group November 2011 - May 2012
Fraser Basin Council August 2008 - July 2010
The Ethical Funds Company / Credential Financial Inc. 2003 - 2008
Clarica 2001 - 2002
Imperial Life Financial 1997 - 2000
Great-West Life Financial 1995 - 1997
Skills
Communications Planning, Brand Development, Project Management, Public/Media Relations, Writing, Editing, Website Development, Website Management, Event Planning, Event Management, Creative Development, Collateral Design, Public Speaking, Sustainability, Corporate Social..., Customer Relations, Stakeholder Engagement, Adobe Software, Supplier Negotiations, Supplier Management, Self Starter, Goal Oriented, Cross-functional Team..., Employee Management, Marketing Communications, Marketing Management, Team Oriented, People-oriented, Building Brand Awareness, Corporate Storytelling, Creative Direction
Education
University of Victoria 2009 — 2015
Diploma, Public Relations
BC Open University 1989 — 2005
Bachelor's degree, Business Adminstration
British Columbia Institute of Technology 1995 — 1997
DiplT., Marketing Management
G&F Financial Group November 2011 - May 2012
Fraser Basin Council August 2008 - July 2010
The Ethical Funds Company / Credential Financial Inc. 2003 - 2008
Clarica 2001 - 2002
Imperial Life Financial 1997 - 2000
Great-West Life Financial 1995 - 1997
Skills
Communications Planning, Brand Development, Project Management, Public/Media Relations, Writing, Editing, Website Development, Website Management, Event Planning, Event Management, Creative Development, Collateral Design, Public Speaking, Sustainability, Corporate Social..., Customer Relations, Stakeholder Engagement, Adobe Software, Supplier Negotiations, Supplier Management, Self Starter, Goal Oriented, Cross-functional Team..., Employee Management, Marketing Communications, Marketing Management, Team Oriented, People-oriented, Building Brand Awareness, Corporate Storytelling, Creative Direction
Education
University of Victoria 2009 — 2015
Diploma, Public Relations
BC Open University 1989 — 2005
Bachelor's degree, Business Adminstration
British Columbia Institute of Technology 1995 — 1997
DiplT., Marketing Management
Nelson Sandhu's G&F Financial Group Experience December 2011 - Present
Job
Industry Banking
Experience
G&F Financial Group December 2011 - Present
G&F Financial Group April 2008 - November 2011
G&F Financial Group February 2007 - March 2008
Prospera Credit Union August 2004 - January 2007
The Bank of Nova Scotia August 2001 - August 2004
Hong Kong Baptist University August 1992 - January 1999
Skills
Risk Management, Relationship Management, Performance Management, Change Management, Team Building, Strategy, Leadership, Project Management, Contract Management, Resource Management, Budget P&L, Business Strategy, Sales Management, Operations Management, Management, Business Innovation, New Business Development, Credit, Mortgage Lending, Loans, Coaching, Investments, Analysis, Sales, Finance, Financial Services, Banking, Business Development, Organizational Change..., Business Intelligence, Analytics, Presentations, Business Analysis, Data Analysis, Data Modeling, Bayesian inference, Portfolio Management, Retail Banking, Strategic Planning, Financial Analysis, Wealth Management, Mutual Funds
Education
University of Oxford - Said Business School 2011 — 2012
Master's Diploma, Strategy & Innovation
The University of Western Ontario - Richard Ivey School of Business 2006 — 2007
Executive MBA, Cross Enterprise Leadership
University of Alberta 1987 — 1991
B.Sc., Earth & Biological Sciences
Sear Rogers International School 1983 — 1985
Royden House 1979 — 1983
Portuguese Community School 1976 — 1980
G&F Financial Group December 2011 - Present
G&F Financial Group April 2008 - November 2011
G&F Financial Group February 2007 - March 2008
Prospera Credit Union August 2004 - January 2007
The Bank of Nova Scotia August 2001 - August 2004
Hong Kong Baptist University August 1992 - January 1999
Skills
Risk Management, Relationship Management, Performance Management, Change Management, Team Building, Strategy, Leadership, Project Management, Contract Management, Resource Management, Budget P&L, Business Strategy, Sales Management, Operations Management, Management, Business Innovation, New Business Development, Credit, Mortgage Lending, Loans, Coaching, Investments, Analysis, Sales, Finance, Financial Services, Banking, Business Development, Organizational Change..., Business Intelligence, Analytics, Presentations, Business Analysis, Data Analysis, Data Modeling, Bayesian inference, Portfolio Management, Retail Banking, Strategic Planning, Financial Analysis, Wealth Management, Mutual Funds
Education
University of Oxford - Said Business School 2011 — 2012
Master's Diploma, Strategy & Innovation
The University of Western Ontario - Richard Ivey School of Business 2006 — 2007
Executive MBA, Cross Enterprise Leadership
University of Alberta 1987 — 1991
B.Sc., Earth & Biological Sciences
Sear Rogers International School 1983 — 1985
Royden House 1979 — 1983
Portuguese Community School 1976 — 1980
Dean Wutke's G&F Financial Group Experience April 2011 - Present
Job Manager, IT Infrastructure, Green Committee Chairman, and Coowner of Secondwind Events
Industry Computer Networking
Experience
G&F Financial Group April 2011 - Present
G&F Financial Group August 2010 - Present
Secondwind Events Inc - Suburban RUSH Adventure Race 2005 - Present
G&F Financial Group May 2007 - March 2011
G&F Financial Group May 2004 - April 2007
G&F Financial Group May 2001 - May 2004
Teldon Print Media May 1994 - December 1998
Skills
Microsoft Exchange, Lync, VMware, Project Management, Department Budgeting, Vendor Management, Data Center, System Monitoring, Symantec Backup, Forefront, SharePoint, Mobile Device Management, IT Audit, Staff Management, Infrastructure..., Networking, Cisco Technologies, IBM Servers, Sla, Endpoint Security, Websense, Firewalls, System Administration
Education
Douglas College 1989 — 1992
Diploma, Computer Information Systems
Justice Institute of British Columbia
G&F Financial Group April 2011 - Present
G&F Financial Group August 2010 - Present
Secondwind Events Inc - Suburban RUSH Adventure Race 2005 - Present
G&F Financial Group May 2007 - March 2011
G&F Financial Group May 2004 - April 2007
G&F Financial Group May 2001 - May 2004
Teldon Print Media May 1994 - December 1998
Skills
Microsoft Exchange, Lync, VMware, Project Management, Department Budgeting, Vendor Management, Data Center, System Monitoring, Symantec Backup, Forefront, SharePoint, Mobile Device Management, IT Audit, Staff Management, Infrastructure..., Networking, Cisco Technologies, IBM Servers, Sla, Endpoint Security, Websense, Firewalls, System Administration
Education
Douglas College 1989 — 1992
Diploma, Computer Information Systems
Justice Institute of British Columbia
Floyd Yamamoto's G&F Financial Group Experience June 2012 - Present
Job Consultant
Industry Information Technology and Services
Experience
G&F Financial Group June 2012 - Present
WorkSafeBC June 2012 - October 2012
Absolute Software September 2010 - January 2012
Ritchie Bros. Auctioneers July 2005 - February 2010
CIO Assoication 2007 - 2009
Stabilization Central Credit Union 2002 - 2005
Cue Datawest 1999 - 2003
Gulf and Fraser Credit Union 1987 - 1999
Skills
Team Leadership, Business Analysis, Strategic Planning, Project Management, Change Management, Team Building, SDLC, Risk Management, Security, Budgets, Business Process..., Financial Analysis, Vendor Management, Leadership, Process Improvement, Management, Business Intelligence, Analysis, Program Management, Strategy, Business Development, Business Strategy, CRM, Integration, Cross-functional Team..., IT Strategy, Requirements Analysis, Business Planning
Education
Langara College 1980 — 1983
G&F Financial Group June 2012 - Present
WorkSafeBC June 2012 - October 2012
Absolute Software September 2010 - January 2012
Ritchie Bros. Auctioneers July 2005 - February 2010
CIO Assoication 2007 - 2009
Stabilization Central Credit Union 2002 - 2005
Cue Datawest 1999 - 2003
Gulf and Fraser Credit Union 1987 - 1999
Skills
Team Leadership, Business Analysis, Strategic Planning, Project Management, Change Management, Team Building, SDLC, Risk Management, Security, Budgets, Business Process..., Financial Analysis, Vendor Management, Leadership, Process Improvement, Management, Business Intelligence, Analysis, Program Management, Strategy, Business Development, Business Strategy, CRM, Integration, Cross-functional Team..., IT Strategy, Requirements Analysis, Business Planning
Education
Langara College 1980 — 1983
Jeremy Voon's G&F Financial Group Experience January 2009 - July 2012
Job Senior Associate Manager, Online Marketing at BCAA
Industry Marketing and Advertising
Experience
BCAA June 2015 - Present
BCAA November 2014 - June 2015
BCAA July 2012 - November 2014
G&F Financial Group January 2009 - July 2012
Transoft Solutions Inc. February 2005 - January 2009
Transoft Solutions Inc. June 2003 - February 2005
Skills
Market Research, Marketing Research, Marketing, Data Analysis, Marketing Strategy, Social Media, Market Analysis, Analysis, Analytics, Marketing Communications, Competitive Analysis, Direct Marketing, Strategic Partnerships, Newsletters, Email Marketing, Digital Marketing, Segmentation, Strategy, Account Management, Brand Management, Social Media Marketing, Customer Insight, CRM, Strategic Planning, Business Strategy, Brand Development, Web Analytics, Database Marketing
Education
Royal Roads University 2006 — 2008
Bachelor of Commerce, Entrepreneurial Management
British Columbia Institute of Technology 2001 — 2003
Marketing Management Communications/Direct Response
BCAA June 2015 - Present
BCAA November 2014 - June 2015
BCAA July 2012 - November 2014
G&F Financial Group January 2009 - July 2012
Transoft Solutions Inc. February 2005 - January 2009
Transoft Solutions Inc. June 2003 - February 2005
Skills
Market Research, Marketing Research, Marketing, Data Analysis, Marketing Strategy, Social Media, Market Analysis, Analysis, Analytics, Marketing Communications, Competitive Analysis, Direct Marketing, Strategic Partnerships, Newsletters, Email Marketing, Digital Marketing, Segmentation, Strategy, Account Management, Brand Management, Social Media Marketing, Customer Insight, CRM, Strategic Planning, Business Strategy, Brand Development, Web Analytics, Database Marketing
Education
Royal Roads University 2006 — 2008
Bachelor of Commerce, Entrepreneurial Management
British Columbia Institute of Technology 2001 — 2003
Marketing Management Communications/Direct Response
Joyce Lo's G&F Financial Group Experience December 2005 - April 2013
Job Experienced Communications and Marketing Professional
Industry Banking
Experience
E-Comm 9-1-1 May 2013 - Present
G&F Financial Group December 2005 - April 2013
Sharper Innovations February 2005 - December 2005
United Savings Credit Union July 2001 - May 2004
Skills
Marketing Communications, Marketing Strategy, Corporate Branding, Project Coordination, Marketing..., Public Relations, Corporate Social Media, Copywriting, Copy Editing, Marketing, Adobe Creative Suite, Media Relations, Brand Development, SEO copywriting, Content Strategy, InDesign, Brand Management, Social Media Marketing, Newsletters, Advertising, Internal Communications, Content Management, Microsoft Office, Social Media, SEO, Direct Marketing, Community Development, Corporate Communications, Email Marketing, Strategic Communications, Digital Marketing
Education
British Columbia Institute of Technology
Associate Management Certificate, Public Relations
British Columbia Institute of Technology
Associate Management Certificate, Marketing Communications
Simon Fraser University 1999 — 2004
BBA, Marketing, Human Resources Management
E-Comm 9-1-1 May 2013 - Present
G&F Financial Group December 2005 - April 2013
Sharper Innovations February 2005 - December 2005
United Savings Credit Union July 2001 - May 2004
Skills
Marketing Communications, Marketing Strategy, Corporate Branding, Project Coordination, Marketing..., Public Relations, Corporate Social Media, Copywriting, Copy Editing, Marketing, Adobe Creative Suite, Media Relations, Brand Development, SEO copywriting, Content Strategy, InDesign, Brand Management, Social Media Marketing, Newsletters, Advertising, Internal Communications, Content Management, Microsoft Office, Social Media, SEO, Direct Marketing, Community Development, Corporate Communications, Email Marketing, Strategic Communications, Digital Marketing
Education
British Columbia Institute of Technology
Associate Management Certificate, Public Relations
British Columbia Institute of Technology
Associate Management Certificate, Marketing Communications
Simon Fraser University 1999 — 2004
BBA, Marketing, Human Resources Management
Elisa Bortignon's G&F Financial Group Experience September 2005 - December 2011
Job Human Resourses at Brookside Foods Ltd.
Industry Food Production
Experience
Brookside Foods Ltd. December 2011 - Present
G&F Financial Group September 2005 - December 2011
Skills
Performance Management, Employee Relations, Talent Management, Employee Engagement, Human Resources, HRIS, Customer Service, Succession Planning, Employee Benefits, HR Consulting, Benefits Administration, Deferred Compensation, Job Evaluation, Leadership, Personnel Management, Team Building, Labor Relations
Education
International Foundatin of Employee Benefits and Dalhousie University
CEBS
Simon Fraser University 1988 — 1993
Brookside Foods Ltd. December 2011 - Present
G&F Financial Group September 2005 - December 2011
Skills
Performance Management, Employee Relations, Talent Management, Employee Engagement, Human Resources, HRIS, Customer Service, Succession Planning, Employee Benefits, HR Consulting, Benefits Administration, Deferred Compensation, Job Evaluation, Leadership, Personnel Management, Team Building, Labor Relations
Education
International Foundatin of Employee Benefits and Dalhousie University
CEBS
Simon Fraser University 1988 — 1993
Nishi Bhutani's G&F Financial Group Experience May 2013 - Present
Job Service Representative at G&F Financial Group
Industry Banking
Experience
G&F Financial Group May 2013 - Present
Vancity October 2008 - May 2013
JPMorgan Chase October 2007 - August 2008
Telco Management Inc. June 2007 - September 2007
Skills
Financial Analysis, Credit Risk, Financial Services, Customer Service, Sales, Finance, Consumer Lending, Team Leadership, Relationship Management, Cash Management
Education
British Columbia Institute of Technology 2010 — 2010
Delhi University 1982 — 1985
Bachelor of Commerce (B.Com.), Commerce & Economics
G&F Financial Group May 2013 - Present
Vancity October 2008 - May 2013
JPMorgan Chase October 2007 - August 2008
Telco Management Inc. June 2007 - September 2007
Skills
Financial Analysis, Credit Risk, Financial Services, Customer Service, Sales, Finance, Consumer Lending, Team Leadership, Relationship Management, Cash Management
Education
British Columbia Institute of Technology 2010 — 2010
Delhi University 1982 — 1985
Bachelor of Commerce (B.Com.), Commerce & Economics
Jerry Willows's G&F Financial Group Experience April 2009 - January 2011
Job IT Administrator at First Nations Education Steering Committee
Industry Financial Services
Experience
First Nations Education Steering Committee January 2011 - Present
G&F Financial Group April 2009 - January 2011
IP Applications 2001 - 2008
Skills
Customer Service, Microsoft Office, Active Directory, Troubleshooting, SharePoint, Team Leadership, Help Desk Support, Servers, System Administration, Network Administration, Networking
Education
British Columbia Institute of Technology 2000 — 2002
Networking
First Nations Education Steering Committee January 2011 - Present
G&F Financial Group April 2009 - January 2011
IP Applications 2001 - 2008
Skills
Customer Service, Microsoft Office, Active Directory, Troubleshooting, SharePoint, Team Leadership, Help Desk Support, Servers, System Administration, Network Administration, Networking
Education
British Columbia Institute of Technology 2000 — 2002
Networking
Justine Rhee's G&F Financial Group Experience 2001 - 2007
Job CGA, Manager, Planning and Performance Measurement at Vancity
Industry Financial Services
Experience
Vancity February 2011 - Present
Vancity September 2010 - March 2011
Vancity May 2008 - September 2010
Vancity January 2007 - May 2008
G&F Financial Group 2001 - 2007
Skills
Financial Analysis, Risk Management, Financial Reporting, Budgets, Forecasting, Project Management, Financial Modeling, Cross-functional Team..., Management
Education
Seoul National University 1992 — 1994
MA, Art History
CGA-BC
Vancity February 2011 - Present
Vancity September 2010 - March 2011
Vancity May 2008 - September 2010
Vancity January 2007 - May 2008
G&F Financial Group 2001 - 2007
Skills
Financial Analysis, Risk Management, Financial Reporting, Budgets, Forecasting, Project Management, Financial Modeling, Cross-functional Team..., Management
Education
Seoul National University 1992 — 1994
MA, Art History
CGA-BC
Aaron Chin, BA, FMA, FCSI's G&F Financial Group Experience April 2011 - Present
Job Assistant Branch Manager at G&F Financial Group
Industry Banking
Experience
G&F Financial Group April 2011 - Present
G&F Financial Group October 2014 - March 2015
Scotiabank January 2009 - April 2011
ScotiaMcLeod July 2005 - January 2009
Skills
Wealth Management, Mutual Funds, Financial Planning, Estate Planning, Insurance, Portfolio Management, Consumer Lending, Retail Banking, Coaching, Strategic Financial..., Financial Services, Equities, Loans, Leadership, Banking, Fixed Income, Credit, Retirement Planning, Financial Advisory, Investments, Wealth, Investment Advisory, Relationship Management, Residential Mortgages, Wealth Management..., Securities, Lines Of Credit, Asset Allocation, Debt Consolidation, Credit Risk, Bonds, Investment Management, ETFs, Retirement, Sales, Alternative Investments, Branch Management, Credit Unions, Building Relationships, High Net Worth...
Education
Canadian Securities Institute (CSI)
FMA, FCSI
The University of British Columbia 1998 — 2003
BA, Psychology
McRoberts
G&F Financial Group April 2011 - Present
G&F Financial Group October 2014 - March 2015
Scotiabank January 2009 - April 2011
ScotiaMcLeod July 2005 - January 2009
Skills
Wealth Management, Mutual Funds, Financial Planning, Estate Planning, Insurance, Portfolio Management, Consumer Lending, Retail Banking, Coaching, Strategic Financial..., Financial Services, Equities, Loans, Leadership, Banking, Fixed Income, Credit, Retirement Planning, Financial Advisory, Investments, Wealth, Investment Advisory, Relationship Management, Residential Mortgages, Wealth Management..., Securities, Lines Of Credit, Asset Allocation, Debt Consolidation, Credit Risk, Bonds, Investment Management, ETFs, Retirement, Sales, Alternative Investments, Branch Management, Credit Unions, Building Relationships, High Net Worth...
Education
Canadian Securities Institute (CSI)
FMA, FCSI
The University of British Columbia 1998 — 2003
BA, Psychology
McRoberts
Jason Mah's G&F Financial Group Experience October 2009 - July 2012
Job Financial Services
Industry Banking
Experience
Shaughnessy Heights Early Learning Society November 2011 - Present
G&F Financial Group October 2009 - July 2012
G&F Financial Group June 2005 - October 2009
RBC Royal Bank January 2005 - June 2005
Scotiabank June 2000 - January 2005
Vancity April 1997 - March 1999
Skills
Banking, Retail Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Investments, Wealth Management, Mutual Funds, Refinance, Risk Management, Financial Analysis, Credit Analysis, Cross Selling, Coaching, Leadership, Small Business Lending, Cash Management, Relationship Management, Customer Service, Team Building, Credit Risk
Education
Canadian Securities Course
Canadian Securities Institute
Personal Financial Planning Course PFPC
Personal Financial Planning Course
PFPC 2009, Financial
Simon Fraser University
BA, June 1997, Economics
Shaughnessy Heights Early Learning Society November 2011 - Present
G&F Financial Group October 2009 - July 2012
G&F Financial Group June 2005 - October 2009
RBC Royal Bank January 2005 - June 2005
Scotiabank June 2000 - January 2005
Vancity April 1997 - March 1999
Skills
Banking, Retail Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Investments, Wealth Management, Mutual Funds, Refinance, Risk Management, Financial Analysis, Credit Analysis, Cross Selling, Coaching, Leadership, Small Business Lending, Cash Management, Relationship Management, Customer Service, Team Building, Credit Risk
Education
Canadian Securities Course
Canadian Securities Institute
Personal Financial Planning Course PFPC
Personal Financial Planning Course
PFPC 2009, Financial
Simon Fraser University
BA, June 1997, Economics
Megan Battersby's G&F Financial Group Experience June 2013 - Present
Job Communications Specialist at G&F Financial Group
Industry Computer Software
Experience
G&F Financial Group June 2013 - Present
FINCAD May 2013 - 2013
FINCAD July 2011 - 2013
FINCAD May 2010 - June 2011
The Buzz July 2010 - May 2011
SFU Student Marketing Association May 2009 - May 2010
Gateway Theatre May 2009 - August 2009
Citizenship and Immigration Canada May 2008 - August 2008
Skills
Salesforce.com, Marketing Communications, Email Marketing, Product Marketing, Lead Generation, Event Management, Public Relations, Writing, Article Submission, Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Corporate Communications, Google Analytics, Social Networking, Digital Marketing
Education
Simon Fraser University 2006 — 2010
BBA, Business and Communication Joint Major
G&F Financial Group June 2013 - Present
FINCAD May 2013 - 2013
FINCAD July 2011 - 2013
FINCAD May 2010 - June 2011
The Buzz July 2010 - May 2011
SFU Student Marketing Association May 2009 - May 2010
Gateway Theatre May 2009 - August 2009
Citizenship and Immigration Canada May 2008 - August 2008
Skills
Salesforce.com, Marketing Communications, Email Marketing, Product Marketing, Lead Generation, Event Management, Public Relations, Writing, Article Submission, Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Corporate Communications, Google Analytics, Social Networking, Digital Marketing
Education
Simon Fraser University 2006 — 2010
BBA, Business and Communication Joint Major
Emilie Cook's G&F Financial Group Experience October 2014 - Present
Job Assistant Branch Manager at G&F Financial Group
Industry Financial Services
Experience
G&F Financial Group October 2014 - Present
Vancity February 2012 - October 2014
Vancity Credit Union March 2007 - February 2012
Skills
Loans, Credit, Mortgage Lending, Supervisory Management, Banking, Time Management, Investments, Leadership, Retail Banking, Coaching, Customer Service, Employee Training, Risk Management, Employee Engagement, Employee Recognition, Team Building, Peer Mentoring
Education
Langara College 2008 — 2014
Bachelor of Business Administration (B.B.A.)
G&F Financial Group October 2014 - Present
Vancity February 2012 - October 2014
Vancity Credit Union March 2007 - February 2012
Skills
Loans, Credit, Mortgage Lending, Supervisory Management, Banking, Time Management, Investments, Leadership, Retail Banking, Coaching, Customer Service, Employee Training, Risk Management, Employee Engagement, Employee Recognition, Team Building, Peer Mentoring
Education
Langara College 2008 — 2014
Bachelor of Business Administration (B.B.A.)
Andrew Ip's G&F Financial Group Experience September 2014 - Present
Job Commercial Account Manager, Commercial Credit at G&F Financial Group
Industry Real Estate
Experience
G&F Financial Group September 2014 - Present
Coast Capital Savings 2012 - September 2014
Coast Capital Savings 2010 - 2012
Coast Capital Savings 2006 - 2010
BMO Financial Group - Bank of Montreal 2005 - 2006
Skills
Retail Banking, Credit, Banking, Mortgage Lending, Loans, Small Business, Commercial Banking, Residential Mortgages, Credit Analysis, Credit Risk, Wealth Management, Portfolio Management, Commercial Lending, Relationship Management, Investments, Mutual Funds, Financial Services, Cross Selling, Consumer Lending
Education
The University of British Columbia 2000 — 2005
BSc., Bachelor of Science
G&F Financial Group September 2014 - Present
Coast Capital Savings 2012 - September 2014
Coast Capital Savings 2010 - 2012
Coast Capital Savings 2006 - 2010
BMO Financial Group - Bank of Montreal 2005 - 2006
Skills
Retail Banking, Credit, Banking, Mortgage Lending, Loans, Small Business, Commercial Banking, Residential Mortgages, Credit Analysis, Credit Risk, Wealth Management, Portfolio Management, Commercial Lending, Relationship Management, Investments, Mutual Funds, Financial Services, Cross Selling, Consumer Lending
Education
The University of British Columbia 2000 — 2005
BSc., Bachelor of Science
Robert Kwan's G&F Financial Group Experience February 2012 - Present
Job Project Manager, Special Initiatives at G&F Financial Group
Industry Banking
Experience
G&F Financial Group February 2012 - Present
G&F Financial Group December 2009 - February 2012
G&F Financial Group October 2007 - November 2009
G&F Financial Group October 2006 - October 2007
G&F Financial Group March 2004 - October 2006
G&F Financial Group September 2003 - March 2004
G&F Financial Group July 2002 - April 2003
G&F Financial Group November 1998 - June 2002
G&F Financial Group January 1995 - October 1998
G&F Financial Group November 1993 - December 1994
Skills
Banking, Credit, Retail Banking, Loans, Microsoft Excel, Microsoft Word, User Acceptance Testing, Regression Testing, Project Management, Coaching, Credit Unions, Banking Software, Loan Origination, Technical Training, End User Training, End-user manuals, User Guide Creation, Technical Support, Level A CPR, Technical Documentation, Functional Testing, Finance, Management, Mortgage Lending, Risk Management
Education
The University of British Columbia / UBC 1989 — 1993
Bachelor of Commerce, Finance
Canadian Securities Institute 2004 — 2004
PFPC, CSC, Financial Planning
G&F Financial Group February 2012 - Present
G&F Financial Group December 2009 - February 2012
G&F Financial Group October 2007 - November 2009
G&F Financial Group October 2006 - October 2007
G&F Financial Group March 2004 - October 2006
G&F Financial Group September 2003 - March 2004
G&F Financial Group July 2002 - April 2003
G&F Financial Group November 1998 - June 2002
G&F Financial Group January 1995 - October 1998
G&F Financial Group November 1993 - December 1994
Skills
Banking, Credit, Retail Banking, Loans, Microsoft Excel, Microsoft Word, User Acceptance Testing, Regression Testing, Project Management, Coaching, Credit Unions, Banking Software, Loan Origination, Technical Training, End User Training, End-user manuals, User Guide Creation, Technical Support, Level A CPR, Technical Documentation, Functional Testing, Finance, Management, Mortgage Lending, Risk Management
Education
The University of British Columbia / UBC 1989 — 1993
Bachelor of Commerce, Finance
Canadian Securities Institute 2004 — 2004
PFPC, CSC, Financial Planning
Justin Blackwell's G&F Financial Group Experience October 2005 - December 2012
Job Experienced Coordinator
Industry Banking
Experience
HLTC Holdings Ltd. July 2009 - Present
Central 1 Credit Union April 2013 - July 2013
Parrish and Heimbecker Ltd. August 2012 - December 2012
G&F Financial Group October 2005 - December 2012
London Drugs August 1994 - October 2005
Skills
Customer Relations, Fundraising, Banking, Microsoft Office, Budgeting, Customer Service, Teamwork, Event Planning, Marketing Communications, Event Management, Marketing Strategy, Advertising, Promotions, Account Management, Public Speaking, Data Analysis, Excel, Word, PowerPoint, Outlook, Problem Solving, Retail, Budgets, Microsoft Excel, Strategic Planning, Microsoft Word, Marketing, Time Management
Education
Langara College 2005 — 2012
BBA, Business Management
HLTC Holdings Ltd. July 2009 - Present
Central 1 Credit Union April 2013 - July 2013
Parrish and Heimbecker Ltd. August 2012 - December 2012
G&F Financial Group October 2005 - December 2012
London Drugs August 1994 - October 2005
Skills
Customer Relations, Fundraising, Banking, Microsoft Office, Budgeting, Customer Service, Teamwork, Event Planning, Marketing Communications, Event Management, Marketing Strategy, Advertising, Promotions, Account Management, Public Speaking, Data Analysis, Excel, Word, PowerPoint, Outlook, Problem Solving, Retail, Budgets, Microsoft Excel, Strategic Planning, Microsoft Word, Marketing, Time Management
Education
Langara College 2005 — 2012
BBA, Business Management
Layla Romero's G&F Financial Group Experience June 2013 - April 2015
Job Marketing Coordinator at G&F Financial Group
Industry Public Relations and Communications
Experience
G&F Financial Group June 2013 - April 2015
BCAMA August 2012 - January 2015
Central 1 Credit Union March 2013 - June 2013
Massive Media Inc. October 2012 - January 2013
Coastal Jazz and Blues Society - TD International Jazz Festival March 2012 - October 2012
Nagayoshi Gakuen International School 2010 - 2011
OPEN CINEMA 2010 - 2010
Supernova Interactive 2008 - 2009
Skills
Copywriting, Spanish, Japanese, English, French, Social Media, InDesign, Photoshop, Fundraising, Nonprofits, Public Relations, Marketing, Brand Development, Illustrator, Project Management, Digital Media, Media Relations, Advertising, Writing, Event Management, Social Networking, Press Releases, Event Planning
Education
British Columbia Institute of Technology / BCIT 2012 — 2012
Writing Creative Copy
Emily Carr Institute of Art & Design 2012 — 2012
InDesign & Photoshop
Royal Roads University 2009 — 2010
Bachelor of Arts (BA), Professional Communication
York University 2007 — 2009
(2 years of), Bachelor of Arts in Communication & English, with Honours
Sentinel Secondary School
G&F Financial Group June 2013 - April 2015
BCAMA August 2012 - January 2015
Central 1 Credit Union March 2013 - June 2013
Massive Media Inc. October 2012 - January 2013
Coastal Jazz and Blues Society - TD International Jazz Festival March 2012 - October 2012
Nagayoshi Gakuen International School 2010 - 2011
OPEN CINEMA 2010 - 2010
Supernova Interactive 2008 - 2009
Skills
Copywriting, Spanish, Japanese, English, French, Social Media, InDesign, Photoshop, Fundraising, Nonprofits, Public Relations, Marketing, Brand Development, Illustrator, Project Management, Digital Media, Media Relations, Advertising, Writing, Event Management, Social Networking, Press Releases, Event Planning
Education
British Columbia Institute of Technology / BCIT 2012 — 2012
Writing Creative Copy
Emily Carr Institute of Art & Design 2012 — 2012
InDesign & Photoshop
Royal Roads University 2009 — 2010
Bachelor of Arts (BA), Professional Communication
York University 2007 — 2009
(2 years of), Bachelor of Arts in Communication & English, with Honours
Sentinel Secondary School
Kim Hokanson's G&F Financial Group Experience December 1997 - Present
Job Financial Services Manager at G&F Financial Group 41st Branch
Industry Banking
Experience
G&F Financial Group December 1997 - Present
North Shore Credit Union January 1991 - December 1997
Skills
Mortgage Lending, Banking, Credit, Consumer Lending, Retail Banking, Loans, Financial Institutions, Mutual Funds, Investments, Relationship Management, Refinance, Credit Unions, Lines Of Credit, Coaching, Credit Analysis, Residential Mortgages, Training, Financial Services, Branch Management, Home Equity Lines of..., Cross Selling
Education
Mutual Fund Dealers Association 1997 — 1997
IFIC, Mutual Funds
Douglas College
Diploma (In progress), Business Administration and Management, General
G&F Financial Group December 1997 - Present
North Shore Credit Union January 1991 - December 1997
Skills
Mortgage Lending, Banking, Credit, Consumer Lending, Retail Banking, Loans, Financial Institutions, Mutual Funds, Investments, Relationship Management, Refinance, Credit Unions, Lines Of Credit, Coaching, Credit Analysis, Residential Mortgages, Training, Financial Services, Branch Management, Home Equity Lines of..., Cross Selling
Education
Mutual Fund Dealers Association 1997 — 1997
IFIC, Mutual Funds
Douglas College
Diploma (In progress), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.