Acqueline M. Email & Phone Number
Who is Acqueline M.? Overview
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Acqueline M. is listed as CFA Level 1 Candidate | Operations | Sales | Asset Management | Growth Mindset at Designed Wealth Management, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Acqueline M..
Acqueline M. previously worked as Operations Associate at Designed Wealth Management. Acqueline M. holds Bsc, Statistics & Microbiology, Distinction from University Of Manitoba.
Email format at Designed Wealth Management
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About Acqueline M.
As a forward-thinking professional with a "BIG-PICTURE MINDSET", I thrive on value investing, financial analysis, data analysis and a keen interest in global markets and private wealth sector. My journey includes being honoured as the 2014 Athena Leader of Tomorrow, embodying empowerment, ethics, integrity, and philanthropy.Leadership Highlights:Effective communicator with a client-service focusQuick learner, adept at adapting to company policiesExceptional organizational and time management skillsThrives under pressure, meeting deadlines in complex environmentsConscientious, dedicated, and independentProblem solver, taking ownership of escalated issuesCollaborative team playerDriven to continuously improve through professional developmentTechnical Proficiency:SharePoint, CRM (Customer Relationship Management)Microsoft Word, Excel, PPT and OutlookSalesforceDOS based data store and retrieval systemsAI program intergration eg Co-pilot
Acqueline M.'s current company
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Acqueline M. work experience
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Operations AssociateWhat we are doing is building a future where investment advisors can thrive and better service their clients! Glad to be part of the team at Designed!
Acqueline M. education
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University Of Manitoba
Frequently asked questions about Acqueline M.
Quick answers generated from the profile data available on this page.
What company does Acqueline M. work for?
Acqueline M. works for Designed Wealth Management.
What is Acqueline M.'s role at Designed Wealth Management?
Acqueline M. is listed as CFA Level 1 Candidate | Operations | Sales | Asset Management | Growth Mindset at Designed Wealth Management.
Where is Acqueline M. based?
Acqueline M. is based in Toronto, Ontario, Canada while working with Designed Wealth Management.
What companies has Acqueline M. worked for?
Acqueline M. has worked for Designed Wealth Management.
How can I contact Acqueline M.?
You can use AeroLeads to view verified contact signals for Acqueline M. at Designed Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Acqueline M. attend?
Acqueline M. holds Bsc, Statistics & Microbiology, Distinction from University Of Manitoba.
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