Occupation:Personal Financial Advisor |
Location:Schenectady, NY |
Education Level:Master |
Will Relocate:YES |
Description

Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Bank of Montreal | (Confidential) | 6/2005 - 2/2007 |

Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
University of Phoenix | Marketing | 2006 | Master Degree |
University of Toronto | Urban Economic & Geography, East Asian Studies | 2002 | Bachelor Degree |
St. Elizabeth Catholic High School | OSSD | 1998 | High School/GED Degree |

Accomplishments

Job Skills
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts. | ![]() ![]() ![]() ![]() |
Sales Support | ![]() ![]() ![]() ![]() ![]() |
Software Implementation | ![]() ![]() ![]() ![]() |
Leadership | ![]() ![]() ![]() ![]() |

Keywords

Responsibilities
-Review financial instruments and credit bureau of new and existing customers, perform credit analysis, and make credit decisions within control.
-Customer Relationship Management (CRM)
