Business Processing Associate
Current
Sep 2024 - Present
AeroLeads people directory · profile
Allan Thach Email & Phone Number
BBA - Accounting Student at Sheridan College | Business Processing Associate at CI Assante Wealth Management
at
CI Assante Wealth Management
1 work email found
@assante.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
BBA - Accounting Student at Sheridan College | Business Processing Associate at CI Assante Wealth Management
Location
Mississauga, Ontario, Canada
Company size
Who is Allan Thach? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Allan Thach is listed as BBA - Accounting Student at Sheridan College | Business Processing Associate at CI Assante Wealth Management at CI Assante Wealth Management, a company with 961 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Allan Thach.
Allan Thach previously worked as Business Processing Associate at Ci Assante Wealth Management and Business Processing Associate / Transfer Administrator at Ci Assante Wealth Management. Allan Thach holds Honours Bachelor Of Business Administration - Bba, Accounting from Sheridan College.
Company email context
Email format at CI Assante Wealth Management
This section adds company-level context without repeating Allan Thach's masked contact details.
{first_initial}{last}@assante.com
89% confidence
AeroLeads found 1 current-domain work email signal for Allan Thach. Compare company email patterns before reaching out.
Profile bio
About Allan Thach
Allan Thach is a BBA - Accounting Student at Sheridan College | Business Processing Associate at CI Assante Wealth Management at CI Assante Wealth Management.
Current workplace
Allan Thach's current company
Company context helps verify the profile and gives searchers a useful next step.
Ci Assante Wealth Management
3 roles
Allan Thach work experience
A career timeline built from the work history available for this profile.
Business Processing Associate / Transfer Administrator
- Worked in both a part time and summer student full time capacity.- Completed transfers of assets over $1,000,000 CAD in value.- Completed "Transfer In" requests through the ATON system via CDS and non-ATON manual transfers (T2033, T2151, T2220).- Completed "Transfer In" and “Transfer Out”requests for registered and non-registered accounts, both "In Kind".
Nov 2021 - Aug 2024
Business Processing Associate / New Accounts Administrator
- Summer Student Intern position - Exercised attention to detail by ensuring all New Account Application Forms and Registered Account Application Forms were received in good order. - Processed account opening documents for registered and non-registered accounts (RRSP, RRIF, TFSA, OPEN, etc.).- Processed non-financial documents including Bank Information.
May 2021 - Aug 2021
Team & coworkers
Colleagues at CI Assante Wealth Management
Other employees you can reach at assante.com. View company contacts for 961 employees →
RF
Rokhaya F.
Colleague at Ci Assante Wealth Management
Toronto, Ontario, Canada, Canada
View →
PV
Philippe Ventura, Cfa
Colleague at Ci Assante Wealth Management
Canada, Canada
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KE
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc
Colleague at Ci Assante Wealth Management
St. Catharines, Ontario, Canada, Canada
View →
KF
Kim Forget
Colleague at Ci Assante Wealth Management
St-Hyacinthe, Quebec, Canada, Canada
View →
AW
Ashley Willmott
Colleague at Ci Assante Wealth Management
Vernon, British Columbia, Canada, Canada
View →
DB
Dale Berg
Colleague at Ci Assante Wealth Management
Saskatoon, Saskatchewan, Canada, Canada
View →
DR
Don Reiniger
Colleague at Ci Assante Wealth Management
Alberta, Canada, Canada
View →
EN
Eeman Nasir
Colleague at Ci Assante Wealth Management
Oshawa, Ontario, Canada, Canada
View →
LB
Liam Brown
Colleague at Ci Assante Wealth Management
Whitby, Ontario, Canada, Canada
View →
GS
Glenn Scissons
Colleague at Ci Assante Wealth Management
Kitchener, Ontario, Canada, Canada
View →
Rokhaya F.
Colleague at Ci Assante Wealth Management
Toronto, Ontario, Canada, Canada
View →
PV
Philippe Ventura, Cfa
Colleague at Ci Assante Wealth Management
Canada, Canada
View →
KE
Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc
Colleague at Ci Assante Wealth Management
St. Catharines, Ontario, Canada, Canada
View →
KF
Kim Forget
Colleague at Ci Assante Wealth Management
St-Hyacinthe, Quebec, Canada, Canada
View →
AW
Ashley Willmott
Colleague at Ci Assante Wealth Management
Vernon, British Columbia, Canada, Canada
View →
DB
Dale Berg
Colleague at Ci Assante Wealth Management
Saskatoon, Saskatchewan, Canada, Canada
View →
DR
Don Reiniger
Colleague at Ci Assante Wealth Management
Alberta, Canada, Canada
View →
EN
Eeman Nasir
Colleague at Ci Assante Wealth Management
Oshawa, Ontario, Canada, Canada
View →
LB
Liam Brown
Colleague at Ci Assante Wealth Management
Whitby, Ontario, Canada, Canada
View →
GS
Glenn Scissons
Colleague at Ci Assante Wealth Management
Kitchener, Ontario, Canada, Canada
View →
3 education records
Allan Thach education
Honours Bachelor Of Business Administration - Bba, Accounting
Diploma, Business - Accounting, Gpa - 3.80/4
High School Diploma
Applewood Heights Secondary School
FAQ
Frequently asked questions about Allan Thach
Quick answers generated from the profile data available on this page.
What company does Allan Thach work for?
Allan Thach works for CI Assante Wealth Management.
What is Allan Thach's role at CI Assante Wealth Management?
Allan Thach is listed as BBA - Accounting Student at Sheridan College | Business Processing Associate at CI Assante Wealth Management at CI Assante Wealth Management.
What is Allan Thach's email address?
AeroLeads has found 1 work email signal at @assante.com for Allan Thach at CI Assante Wealth Management.
Where is Allan Thach based?
Allan Thach is based in Mississauga, Ontario, Canada while working with CI Assante Wealth Management.
What companies has Allan Thach worked for?
Allan Thach has worked for Ci Assante Wealth Management.
Who are Allan Thach's colleagues at CI Assante Wealth Management?
Allan Thach's colleagues at CI Assante Wealth Management include Rokhaya F., Philippe Ventura, Cfa, Kyle Ellsworth, Bba(Hons), Cfp®, Pfp®,Fcsi®, Rrc, Kim Forget, and Ashley Willmott.
How can I contact Allan Thach?
You can use AeroLeads to view verified contact signals for Allan Thach at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Allan Thach attend?
Allan Thach holds Honours Bachelor Of Business Administration - Bba, Accounting from Sheridan College.
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