Danny Mensah
Ontario,Canada
Summary
Dynamic professional with expertise in financial support and data management. Proven track record in processing administrative requests efficiently and maintaining accurate tracking systems. Skilled in preparing detailed reports and documentation in compliance with organizational policies. Recognized for meticulous attention to detail and commitment to regulatory compliance.
Overview
3
3
years of professional experience
Work History
Financial Planning Associate & Insurance Advisor
Croft Financial Group (Castlemark Wealth Management)
Toronto, Ontario
01.2024 - 11.2024
- Monitored changes in the economy that could affect a client's portfolio strategy or overall wealth management plan.
- Provided financial advice and guidance to clients regarding retirement planning, estate planning, insurance strategies and tax minimization techniques.
- Conducted regular portfolio reviews with clients to ensure performance expectations were met.
- Created customized spreadsheets for tracking client investments and other assets over time.
- Utilized software including Croesus, Snap Projections, Excel, and Word for managing financial plans.
Insurance Specialist
Royal Bank of Canada
London, Ontario
01.2023 - 01.2024
- Managed mutual fund portfolios by conducting thorough research and selecting optimal funds.
- Negotiated terms of agreements with customers regarding coverage options and premiums.
- Evaluated customer applications and determined eligibility for coverage based on established criteria.
- Analyzed client portfolios to uncover the best investment opportunities available.
Mortgage Specialist
TCG Mortgages
London, Ontario
11.2021 - 01.2023
- Evaluated financial histories and credit status to assess loan approval feasibility.
- Prepared comprehensive loan documents including credit reports and income statements.
- Reviewed applicant credit histories to determine eligibility for requested loans.
- Analyzed assets and risks associated with applicants to ensure informed lending decisions.
Education
BBA - Bachelor's of Business Administration
Yorkville University
Online12-2025
Diploma - Business Finance
Fanshawe College
London, ON04.2022
Skills
- Client relationship management
- Financial planning software
- Data entry and record management
- Analytical thinking and problem solving
- Time management
- Teamwork orientation
Timeline
Financial Planning Associate & Insurance Advisor
Croft Financial Group (Castlemark Wealth Management)
01.2024 - 11.2024
Insurance Specialist
Royal Bank of Canada
01.2023 - 01.2024
Mortgage Specialist
TCG Mortgages
11.2021 - 01.2023
BBA - Bachelor's of Business Administration
Yorkville University
Diploma - Business Finance
Fanshawe College
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