Summary
Overview
Work History
Education
Skills
Volunteer
Timeline
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Chloe Disney

Desbarats,ON

Summary

Versatile business background with exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients towards financially sound directions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Aside from my professional career, I am also passionate about volunteering. I Organized Volunteer Activities Coordinator bringing over 5 years of hands-on experience developing and planning events and activities. Communicative team player possessing in-depth understanding of event planning practices and techniques. Recognized for establishing close relationships and bonds with residents, volunteers and staff.

Overview

5
5
years of professional experience

Work History

Asset Management Analyst

Ontario Northland
08.2022 - 09.2023
  • Created and maintained precise and accurate models, charts and reports.
  • Coordinated Asset Data Collection
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Created financial strategies to optimize portfolio performance and reduce risk.
  • Developed handover forms to ensure efficiency in collection of data.
  • Evaluated performance of existing assets and adjusted accordingly.

Contract Administrator

Boart Longyear
05.2021 - 08.2022
  • Adhered to legal and contractual requirements for compliant contract processes.
  • Monitored incoming contracts and service agreements for correct pricing and information.
  • Drafted, reviewed and revised contracts for accuracy and completeness.
  • Facilitated communication between involved parties to enable timely contract sign-off.

Financial Advisor

Scotiabank
01.2020 - 01.2022
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

Customer Service Representative

Scotiabank
01.2019 - 01.2020
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Updated account information to maintain customer records.

Education

Diploma - Business Administration

Northern College of Applied Arts And Technology
Haileybury, ON
2017

Skills

  • Critical Thinking
  • Complex Problem-Solving
  • Collections and Invoice Processing
  • Balance Sheets
  • Asset Maintenance
  • Asset Management Knowledge

Volunteer

  • Englehart Youth Soccer Organization

 EYS is a new organization to the community. I coordinated and organized the entire organization itself with the help of my generous parent Volunteers. From game schedules, equipment purchasing, registration and more. We worked together to create EYS. I also volunteered as a coach for three different teams. 

  • Englehart Youth Curling Program

EYC was brought back since the pause due to COVID. I coordinated and organized Volunteers and participants. I also volunteered my time as a curling coach as well. 

  • School Advisory Council

Attended regularly scheduled meetings. Planned and assisted in the events/activities.


Timeline

Asset Management Analyst

Ontario Northland
08.2022 - 09.2023

Contract Administrator

Boart Longyear
05.2021 - 08.2022

Financial Advisor

Scotiabank
01.2020 - 01.2022

Customer Service Representative

Scotiabank
01.2019 - 01.2020

Diploma - Business Administration

Northern College of Applied Arts And Technology
Chloe Disney