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Calgary, Canada Area Canada

Wealth Management Specialist at Canadian Western Bank

Finance / Banking / Insurance

-Ten years of product sales/business development experience with a wide array of banking/retail, wealth management products, financial advice, and strategic business development experience. I have coached, consulted, and managed all levels of the organization from CEOs to junior staff to provide results-oriented sales, customer service, and portfolio growth results. -Won three corporate leadership awards for exceeding sales and customer service targets. National Bank “One Team”, CIBC Individual “Achievers”, and FedEx “Purple Promise”. -Expertise in growing partner businesses via consulting, pricing negotiations, vendor relationship management, RFP selection team selecting and