Anna Kinson Email & Phone Number
@pml.ca
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Who is Anna Kinson? Overview
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Anna Kinson is listed as Field Support Lead at H&R Block Canada, a with 414 employees, based in Canada. AeroLeads shows a work email signal at pml.ca and a matched LinkedIn profile for Anna Kinson.
Anna Kinson previously worked as Tax Academy Instructor & Tax Professional at H&R Block and Wellness Coach / Leader at Ww Canada (Formerly Weight Watchers). Anna Kinson holds Branch Managers Course, Securities Services Administration/Management from Canadian Securities Institute.
Email format at H&R Block Canada
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AeroLeads found 1 current-domain work email signal for Anna Kinson. Compare company email patterns before reaching out.
About Anna Kinson
- Personal Training Specialist 2019 ( CanFitPro )- Licensed Mutual Funds Advisor 2010 - 2017 (MFDA Canada)- Licensed Financial Planner 2007-2009 (FSA UK)- Estate Planning Skills (will preparation, tax planning)- Experienced Account Manager ( High net worth and retail clients)- Networking and relationship building skills ( retail and commercial clients)- Proven sales and customer service record ( banking, insurance, investments)- Strong analytical and research skills ( investment and economic data)
Listed skills include Mutual Funds, Investments, Personal Financial Planning, Estate Planning, and 8 others.
Anna Kinson's current company
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Anna Kinson work experience
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Tax Academy Instructor & Tax Professional
Wellness Coach / Leader
Canfitpro Certified Personal Trainer
Associate
Financial Services Representative
Mutual Funds Advisor & Premium Banker
- Provided financial planning advice for retail banking clients looking to maximise their long term investment goals- Opened and maintained Power of Attorney and Trust accounts- Delivered fast paced resolution of clients queries and issues using initiative as well as banking experience- Resolved compliance issues and outstanding discrepancies in existing client files- Acted as second level escalation for handling more complex customer inquiries- Worked as part of an integrated branch and multi channel team- Proactively developed new client business through portfolio management which involved the solicitation of client referrals and promotion of products and service offerings across multiple distribution channels
Premier Relationship Manager
- Managed and developed a portfolio of high net worth clients- Provided high level service for high value clients in resolving complex issues- Demonstrated multi tasking skills and flexibility- 176% of investment wealth target achieved 2010
Financial Planning Manager
- Fully qualified and licensed Financial Advisor ( UK )- Provided advice with regards to investments, insurance, will preparation and instruction, tax planning and estate planning- Trained and presented to branch staff with regards to lead generation and awareness of the Financial Planning Service offered by HSBC- Consistently in the top 10 advisors, ranked by sales commission, within my region for 2007, 2008 and 2009.
Premier Relationship Manager
- Developed the networking skills required to build a portfolio of high net worth clients- Generated quality referrals for the Financial Planning Service team (146% target 2006) and Mortgage Team (157% of target 2006)- Hand picked by senior management to represent my region and the Premier Banking Service at the Wentworth International Tournament, September 2006
Economic And Policy Research Officer
- Produced Economic data and Policy Reports to a tight deadline- Analyzed and presented local and regional business data to company leaders- Managed relationships between the local business community and government advisory bodies- Provided the Chamber Directors with press release statements on topical political issues - Compiled data and local business opinion to provide written responses to new UK and European Government legislative proposals.
Colleagues at H&R Block Canada
Other employees you can reach at hrblock.ca. View company contacts for 414 employees →
David Cameron
Colleague at H&R Block CanadaRomania
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HN
Ha Nguyen
Colleague at H&R Block CanadaCanada
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NA
Nawres Al-Saeedi
Colleague at H&R Block CanadaCalgary, Alberta, Canada
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SG
Sabrina Grande
Colleague at H&R Block CanadaLaval, Quebec, Canada
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SN
Shelly Nevin
Colleague at H&R Block CanadaCalgary, Alberta, Canada
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GN
Guy Nadeau
Colleague at H&R Block CanadaMontreal, Quebec, Canada
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HW
Huayi Wang
Colleague at H&R Block CanadaLondon, Ontario, Canada
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JC
Jennifer Colford
Colleague at H&R Block CanadaFredericton, New Brunswick, Canada
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CT
Clarice Terry
Colleague at H&R Block CanadaBrampton, Ontario, Canada
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PB
Peter Bruno
Colleague at H&R Block CanadaCalgary, Alberta, Canada
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Anna Kinson education
Branch Managers Course, Securities Services Administration/Management
Cph Conduct And Practices Handbook, Investments And Securities
Csc Canadian Securities Course, Investments And Securities
Ifc Investment Funds In Canada, Investments And Securities
Cefa - Certificate In Financial Advice, Financial Planning And Services
Cemap- Certificate In Mortgage Advice And Practice, Mortgages And Lending
Bachelor Of Science,Bsc (Hons), Economics
Frequently asked questions about Anna Kinson
Quick answers generated from the profile data available on this page.
What company does Anna Kinson work for?
Anna Kinson works for H&R Block Canada.
What is Anna Kinson's role at H&R Block Canada?
Anna Kinson is listed as Field Support Lead at H&R Block Canada.
What is Anna Kinson's email address?
AeroLeads has found 1 work email signal at @pml.ca for Anna Kinson at H&R Block Canada.
Where is Anna Kinson based?
Anna Kinson is based in Canada while working with H&R Block Canada.
What companies has Anna Kinson worked for?
Anna Kinson has worked for H&R Block Canada, H&R Block, Ww Canada (Formerly Weight Watchers), Personal Fitness Training, and Pembroke Private Wealth Management.
Who are Anna Kinson's colleagues at H&R Block Canada?
Anna Kinson's colleagues at H&R Block Canada include David Cameron, Ha Nguyen, Nawres Al-Saeedi, Sabrina Grande, and Shelly Nevin.
How can I contact Anna Kinson?
You can use AeroLeads to view verified contact signals for Anna Kinson at H&R Block Canada, including work email, phone, and LinkedIn data when available.
What schools did Anna Kinson attend?
Anna Kinson holds Branch Managers Course, Securities Services Administration/Management from Canadian Securities Institute.
What skills is Anna Kinson known for?
Anna Kinson is listed with skills including Mutual Funds, Investments, Personal Financial Planning, Estate Planning, Account Management, Mortgage Lending, Direct Sales, and Economic Research.
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