Will Bardwell
Belleville,ON
Summary
Resourceful and dedicated university graduate with excellent analytical skills and proven success leading academic projects and teams. Well rounded professional team player working towards the CFA Charter.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
01.2023 - Current
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Assistant Manager
Trillium Wood Golf Course
06.2019 - 10.2023
- Worked as part of a team to provide excellence to customers on a daily basis
- Organized and ran events for over 100 people while delegating tasks and leading a team
- Ensured proshop ran smoothly day to day.
Education
Management Economics and Finance -
University of Guelph
Skills
- Interpersonal Skills
- Problem Solving
- Reliable
- Hard Working
- Machine Learning
- Excel
- PowerPoint
References
References available upon request
Extracurricular Activities
08/2023 - Present, Financial Modeling Self Study, The Marquee Group, Learned the key components to make an interactive financial model, Gained understanding of critical accounting concepts required in modeling, Reinforced important Excel shortcuts and skills 09/2018 - 04/2023, Intramurals, University of Guelph, Guelph, Captained a volleyball and basketball team 01/2023 - 03/2023, Machine Learning Course, Data Camp, Learned basic and advanced levels of Python specializing in machine learning including:, - Logistic Regression (Lasso, Ridge and Elastic Net), - K-Nearest Neighbours, - Decision Trees, Random Forests and XG Boost, - Neural Network 09/2019 - 12/2019, Great Ethical Dilemma, University of Guelph, Competed in a group case study to bring a hypothetical solution to Husky Energy, Worked in a team of four to analyze company operations and financials, Presented our recommendation in a professional manner and won the best solution and presentation.
Certification
Canadian Securities Course Certification
Timeline
Financial Services Representative
CIBC
01.2023 - Current
Assistant Manager
Trillium Wood Golf Course
06.2019 - 10.2023
Management Economics and Finance -
University of Guelph
Canadian Securities Course Certification
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