Evelyn Baker
Calgary
Summary
Accomplished Senior Investment Associate with a proven track record at TD Waterhouse Private Investments and HSBC Securities, demonstrating exceptional due diligence and customer service skills. Streamlined internal processes, enhancing team efficiency, and fostered strong relationships with high-net-worth clients, significantly improving client satisfaction and portfolio performance.
Overview
23
23
years of professional experience
Work History
Lunch Supervisor
Dr. Roberta Bondar School
09.2019 - 06.2023
- Circulated among tables to assist young students with opening containers and lunch items.
- Enforced lunchroom rules by redirecting negative student behavior.
- Assisted young children in a reading program which helped them build their English vocabulary and confidence
- Supervised outdoor play areas during breaks, maintaining order while promoting physical activity among students.
- Ensured student safety through vigilant supervision and adherence to school policies.
Senior Investment Associate
TD Waterhouse Private Investments
10.2011 - 10.2012
- Facilitated open communication channels between internal teams as well as external partners for seamless collaboration on various projects.
- Assisted Senior Advisor in developing long-term financial plans for our clients tailored to their individual goals and risk tolerance levels.
- Supported Senior Advisor in developing business opportunities through client events, seminars, and referrals from satisfied clients.
- Coordinated with compliance teams to ensure adherence to regulatory requirements throughout the investment process.
- Developed strong relationships with high-net worth clients. Maintained open communication lines with them by addressing any concerns or inquiries promptly and professionally.
- Improved team efficiency by streamlining internal processes for account opening, trading executions, and account maintenance tasks.
- Prepared detailed investment reports for client meetings, highlighting portfolio performance, and future outlooks.
- Transition our teams Investment business to TD Waterhouse.
Investment Associate
HSBC Securities
10.2000 - 10.2011
- Assisted Senior Advisor in developing long-term financial plans for our clients tailored to their individual goals and risk tolerance levels.
- Supported Senior Advisor in developing business opportunities through client events, seminars, and referrals from satisfied clients.
- Coordinated with compliance teams to ensure adherence to regulatory requirements throughout the investment process.
- Developed strong relationships with high-net worth clients. Maintained open communication lines with them by addressing any concerns or inquiries promptly and professionally.
- Improved team efficiency by streamlining internal processes for account opening, trading executions, and account maintenance tasks.
- Prepared detailed investment reports for client meetings, highlighting portfolio performance, and future outlook.
- Transitioned investment accounts of high net-worth bank clients to HSBC Securities
Education
Financial Investment Courses (1999-2006)
Bachelor of Arts - Psychology
Augustana University
Camrose, AB05-1996
Skills
- Due diligence
- Customer Service-oriented
- Self-motivated nature
- Administration strength
- Professional demeanor
- Reliability
- Attention to detail
- Excellent communication
Languages
English
Native or Bilingual
Won a CEO Award at HSBC Securities for outstanding customer service.
In 2009 I was awarded the CEO award for outstanding customer service. Only 10 people received this top award in Canada that year.
Timeline
Lunch Supervisor
Dr. Roberta Bondar School
09.2019 - 06.2023
Senior Investment Associate
TD Waterhouse Private Investments
10.2011 - 10.2012
Investment Associate
HSBC Securities
10.2000 - 10.2011
Financial Investment Courses (1999-2006)
Bachelor of Arts - Psychology
Augustana University
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