Matt Stone
St. John's,NL
Summary
Results-oriented professional with several years of experience and a proven knowledge of Wealth management, administration, and client service. Aiming to leverage my abilities to successfully fill the role at your company.
Overview
8
8
years of professional experience
Work History
Licensed Associate
RBC Dominion Securities
08.2019 - Current
- Respond to client account inquiries
- Help build and execute business plans, client segmentation, and client service plans
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc
- Assist with client acquisition pipeline (prospects/leads)
- Execute trades and rebalance portfolios
- Conduct ongoing research on markets and investments, provide regular updates
- Support clients through the wealth management process.
Management Trainee
Enterprise Holdings LTD.
09.2018 - 08.2019
- Customer service
- Sales and marketing
- Finance
- Operations.
Sales Representative
Browning Harvey
09.2016 - 09.2018
- Direct, clear and effective communications throughout the sales and distribution system
- Completion/submission of business reports & presentations to the front line sales team
- Supporting the proper implementation of negotiated Head Office Retailer service agreements.
Education
Bachelor Of Arts (B.A.) In Social Science -
Memorial University of Newfoundland
St. John's, NL05.2018
Canadian Securities Course -
Canadian Securities Institute
03.2020
Conduct and Practices Handbook Course -
Canadian Securities Institute
05.2020
Skills
- Administrative Support
- Strong Organizational Skills
- Work Well Independently
- Client Management
- Microsoft Office
- Business Development
- Time Management
- Research and analysis
References
Available Upon Request
Timeline
Licensed Associate
RBC Dominion Securities
08.2019 - Current
Management Trainee
Enterprise Holdings LTD.
09.2018 - 08.2019
Sales Representative
Browning Harvey
09.2016 - 09.2018
Bachelor Of Arts (B.A.) In Social Science -
Memorial University of Newfoundland
Canadian Securities Course -
Canadian Securities Institute
Conduct and Practices Handbook Course -
Canadian Securities Institute
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