Aiden Duffy Email & Phone Number
Who is Aiden Duffy? Overview
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Aiden Duffy is listed as Client Associate at CIBC Wood Gundy at CIBC Wood Gundy, a company with 2017 employees, based in London, Canada Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Aiden Duffy.
Aiden Duffy previously worked as Client Associate | The Seabrook Financial Group at Cibc Wood Gundy and Administrative Assistant | The Seabrook Financial Group at Cibc Wood Gundy. Aiden Duffy holds Honours Bachelor Of Business Administration; Co-Op from Lazaridis School Of Business & Economics At Wilfrid Laurier University.
Email format at CIBC Wood Gundy
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About Aiden Duffy
As a Client Associate with the Seabrook Financial Group of CIBC Wood Gundy, I have developed a vast knowledge of the finance industry. Finance is a passion of mine, and I have loved learning about the topic since high school. I have managed my personal investments for many years and enjoy the strategies involved in diversifying a financial portfolio. I am extremely eager to continue learning about the finance industry, both through my experiences at work as well as in my personal endeavors.In 2023 I graduated with distinction from Wilfrid Laurier University’s BBA program. While at Laurier, I completed my minor in economics, and specialized in finance while actively participating in a number of extra curriculars.
Aiden Duffy's current company
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Aiden Duffy work experience
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Administrative Assistant | The Seabrook Financial Group
Financial Planning And Analysis Intern
- Accumulated data from direct competitors in order to create a competitive dashboard on Tableau
- Spearheaded the development of SLC’s innovative affiliate workbooks
- Awarded SunLife’s BOLDER Student Award for continuously exceeding expectations
- Updated Tableau visuals on a monthly basis to reflect new organizational data
- Coordinated with coworkers in the Asia Service Center, while coaching techniques to check data
- Refined Excel and PowerPoint abilities through continuous weekly projects and assignments
Wealth Management Intern
- Gathered TFSA, RESP, and RRSP client information to present to management regarding available contribution room and future withdrawals.
- Collected client's current life insurance policy information to review expiring policies
- Assessed portfolios to determine which free and mature units could be switched into new quality investments.
- Represented Mosaic Financial during conference calls with some of the biggest fund companies, and money managers, in North America.
Vice President Of Finance
Vice President Of Student Affairs
General Member
Finance & Accounting Intern
- Developed advanced knowledge of accounting systems such as QuickBooks and Unleashed
- Enhanced excel abilities while formatting data to ensure accuracy of information
- Completed month end journal entries, booked employee reimbursements and wage payments
- Managed invoices, ensuring correct information was posted, and correct payment was made
Sponsorship Executive
Produce Clerk
General Member
Colleagues at CIBC Wood Gundy
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
Jessica O'Brien Cameron, Cim®, Pfp®
Colleague at Cibc Wood Gundy
Victoria, British Columbia, Canada, Canada
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AB
Anna Busaba
Colleague at Cibc Wood Gundy
London, Ontario, Canada, Canada
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ST
Susan Toth
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
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VR
Vann Robson-Hayes
Colleague at Cibc Wood Gundy
London, Ontario, Canada, Canada
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JK
Jaxine Kurniawan
Colleague at Cibc Wood Gundy
Vancouver, British Columbia, Canada, Canada
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EP
Evangelos Polychronopoulos
Colleague at Cibc Wood Gundy
Calgary, Alberta, Canada, Canada
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CM
Chris Macrae
Colleague at Cibc Wood Gundy
Kingston, Ontario, Canada, Canada
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NF
Nicole Fortin-Salhani
Colleague at Cibc Wood Gundy
Montreal, Quebec, Canada, Canada
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JG
Jim Grant Cfp Fma Sti Cpca Cim Fcsi
Colleague at Cibc Wood Gundy
Edmonton, Alberta, Canada, Canada
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GE
Ghina El Zaatari
Colleague at Cibc Wood Gundy
Montreal, Quebec, Canada, Canada
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Aiden Duffy education
Honours Bachelor Of Business Administration; Co-Op
Minor, Economics
High School Diploma
Frequently asked questions about Aiden Duffy
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What company does Aiden Duffy work for?
Aiden Duffy works for CIBC Wood Gundy.
What is Aiden Duffy's role at CIBC Wood Gundy?
Aiden Duffy is listed as Client Associate at CIBC Wood Gundy at CIBC Wood Gundy.
Where is Aiden Duffy based?
Aiden Duffy is based in London, Canada Metropolitan Area, Canada while working with CIBC Wood Gundy.
What companies has Aiden Duffy worked for?
Aiden Duffy has worked for Cibc Wood Gundy, Slc Management, Mosaic Financial, Laurier Sales Association, and Canada Pooch Ltd..
Who are Aiden Duffy's colleagues at CIBC Wood Gundy?
Aiden Duffy's colleagues at CIBC Wood Gundy include Jessica O'Brien Cameron, Cim®, Pfp®, Anna Busaba, Susan Toth, Vann Robson-Hayes, and Jaxine Kurniawan.
How can I contact Aiden Duffy?
You can use AeroLeads to view verified contact signals for Aiden Duffy at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.
What schools did Aiden Duffy attend?
Aiden Duffy holds Honours Bachelor Of Business Administration; Co-Op from Lazaridis School Of Business & Economics At Wilfrid Laurier University.
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