Financial Advisor
Providing financial planning strategies for clients including debt consolidation, mortgage refinancing and investing.
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@scotiabank.com
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Anna Cooper is listed as Financial Consultant based in City Of Langley, British Columbia, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Anna Cooper.
Anna Cooper previously worked as Financial Advisor at Scotiabank and Financial Associate at Oliver Capital Management Ltd. (Hesperian Capital). Anna Cooper holds Bcommerce, Finance from University Of Calgary.
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Successfully filled the role of Fundraising Coordinator for 2015/16 Langley Fine Arts School Parent Advisory Council and 2016 Spring Carnival Chair with over $7000 raised at the event. Specialties : Financial consulting and investment research Over 11 years with Scotiabank, administration of residential mortgages, revolving credit and financial planning. Previous work experience includes Financial Analysis for a portfolio management firm, production revenue accounting for Talisman Energy, and summer work for Revenue Canada.Specialties: Relationship building with clients and team members, Financial Analysis. Broad knowledge of taxation, accounting, Oil & Gas, mortgages and investments.
Listed skills include Investments, Strategic Planning, Residential Mortgages, Revolving Lines Of Credit, and 21 others.
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Langley, BC
Providing financial planning strategies for clients including debt consolidation, mortgage refinancing and investing.
Traded stocks and bonds to construct and rebalance over 100 client portfolios. Analyzed industry climate, and individual companies’ financial statements for buy/sell/hold recommendations to the Portfolio Manager. Administrative work included; client contact, new account set-up and transfers, client billings, preparing quarterly statements for all clients.
Booked backlog of Joint Venture property expenses, royalties and revenues. Analyzed leases and estimated Talisman’s share of revenues.
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Anna Cooper is listed as Financial Consultant.
AeroLeads has found 1 work email signal at @scotiabank.com for Anna Cooper.
Anna Cooper is based in City Of Langley, British Columbia, Canada.
Anna Cooper has worked for Scotiabank, Oliver Capital Management Ltd. (Hesperian Capital), and Talisman Energy Inc..
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Anna Cooper holds Bcommerce, Finance from University Of Calgary.
Anna Cooper is listed with skills including Investments, Strategic Planning, Residential Mortgages, Revolving Lines Of Credit, Retirement Savings, Gic, Mutual Funds, and Microsoft Excel.
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