Acqueline M.

Acqueline M. Email and Phone Number

CFA Level 1 Candidate | Operations | Sales | Asset Management | Growth Mindset @ Designed Wealth Management
Acqueline M.'s Location
Toronto, Ontario, Canada, Canada
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 Details
Designed Wealth Management

Designed Wealth Management

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CFA Level 1 Candidate | Operations | Sales | Asset Management | Growth Mindset
Acqueline M. Work Experience Details
  • Designed Wealth Management
    Operations Associate
    Designed Wealth Management Dec 2023 - Present
    Toronto, Ontario, Canada
    What 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!
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Acqueline M. Education Details

  • University Of Manitoba
    University Of Manitoba
    Distinction

Frequently Asked Questions about Acqueline M.

What company does Acqueline M. work for?

Acqueline M. works for Designed Wealth Management

What is Acqueline M.'s role at the current company?

Acqueline M.'s current role is CFA Level 1 Candidate | Operations | Sales | Asset Management | Growth Mindset.

What schools did Acqueline M. attend?

Acqueline M. attended University Of Manitoba.

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