Patricia Wishlitzky

Experienced professional with over 10 years of combined experience in the capital market and consulting industry in progressive roles that extend from middle/back office operations to implementing financial software while providing accurate and timely results. Possesses knowledge and understanding of Front, Middle and Back Office lifecycle processes in an array of financial products. Demonstrated ability to work under tight deadlines and different projects simultaneously; eager to contribute to team and client success stories through hard work, professional ethics and creative solutions.

• Chartered Investment Manager CIM designation, Canadian Securities Institute, currently updating credentials
• Financial Market Risk Management, Canadian Securities Institute
• Charles River Development certifications, (Workbench, Bloer, Compliance, IBOR)

• Successfully implemented a Wealth Management software solution on a US client who became a reference client to the firm.
• Successfully implemented IBOR solution to client facing different customizations.
• Successfully carried out middle and back office operational tasks with tight deadlines.
• Successfully tested processes to allow data conversion from accounting and performance solutions that would benefit existing clients.
• Successfully extended credit facilities to operate market lines to existing institutional clients.