Aidan Ross Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Canada Area

Proficiently supported multiple investment management teams by overseeing essential daily operations, including client account documentation maintenance, new account openings, and document processing. Proactively engaged with clients, ensuring the accuracy of account information and scheduling appointments with financial advisors. Facilitated seamless communication with mutual fund companies to address off-book accounts and fulfill diverse client requests. Additionally, liaised with insurance companies to obtain and manage client insurance policy details. Diligently handled client inquiries and issues, providing prompt and effective assistance via incoming calls.

Toronto, Canada Area

In my role, I was responsible for organizing project plans, ensuring the risks and issues for all projects were accounted for, and taking detailed notes and action items for each meeting regarding the projects. In addition, I was responsible for creating a weekly powerpoint that provided an update for all the projects going on within Capital Markets Project Delivery. I was also tasked with creating an integrated Milestone Report for all ongoing projects which displayed updates and timelines for all projects on a single excel sheet.

60 Yonge Street

In my role, I was responsible for identifying AML risk in the financial services industry and ensuring proper controls were in place as well as regulatory obligations were met. In addition to this, I was tasked with completing white papers and explanatory documents for the board of directors in topics such as Anti-Terrorist Financing, and Big Data Fintechs.

London, Canada Area

Selected through application and interview process to represent Tilt at Western University. Responsibilities include: - Promote Tilt on campus and to your friends- Help identify ways to improve the program- Identify leads at campuses and communities- Represent Tilt professionally on campus and at events- Participate in challenges, facebook conversations or in-person events

Toronto, Canada Area

- Connected with customers on a daily basis to promote a positive experience all while handling daily tasks and ensuring top beverage quality. - Performed opening and closing tasks for the store - Operated a personal cash register and was responsible for the transactions that took place

Leaside Hockey Arena

- Enforce rules and regulations of recreational facilities. - Taught young children aged 6-12 to skate and play hockey in both small and large groups- Worked 50 hours a week during march break and summer months

Bachelor’S Degree, Business Administration And Management, General

Activities and Societies: Pre-Business Students Network, Sports Business Club

Canadian Securities Course, Accounting And Finance

Business Administration And Management, General, Winter Semester

Activities and Societies: International Student Network Nijmegen Member2019 Winter Semester Exchange

High School

Activities and Societies: Varsity Rugby MVP in 2016, Varsity Football, Midget and Junior Cross Country, Leadership, Math Club, Intramural.