Dynamic financial professional with a proven track record at CibcMellon, excelling in data analysis and client relations. Achieved an 85% customer satisfaction rating by resolving inquiries efficiently. Expertise in tax preparation and financial reconciliation, coupled with strong attention to detail, drives impactful investment strategies and enhances overall operational efficiency.
Provided support for customers completing transactions and addressing inquiries.
Advised clients on optimal payment methods for transactions.
Volunteer, John Hancock, 06/01/16, 07/01/16, Helped put together medical packages for various native communities., Successfully assembled and distributed 200 medical packages to 50 remote communities, increasing access to medical resources by 20% in under-served areas.
Skills for Success Workshops, University of Toronto, 01/01/13, teamwork, resolving conflict in the workplace, providing a positive environment for employees
Letter of Achievement for exemplary contributions to merger of fund (Vengrowth) With CI Covington Fund