Annie Lin

Annie Lin Email and Phone Number

Client Service Manager @ Cardinal Point Athlete Advisors
Annie Lin's Location
Toronto, Ontario, Canada, Canada
Annie Lin's Contact Details

Annie Lin work email

Annie Lin personal email

n/a
About Annie Lin

Annie Lin is a Client Service Manager at Cardinal Point Athlete Advisors. She possess expertise in microsoft office, teamwork, time management, customer service, leadership and 11 more skills.

Annie Lin's Current Company Details
Cardinal Point Athlete Advisors

Cardinal Point Athlete Advisors

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Client Service Manager
Annie Lin Work Experience Details
  • Cardinal Point Athlete Advisors
    Client Service Manager
    Cardinal Point Athlete Advisors Jun 2024 - Present
  • Gavin Hockey Wealth Specialists
    Wealth Management Representative
    Gavin Hockey Wealth Specialists Oct 2021 - Jun 2024
    Toronto, Ontario, Canada
  • Gavin Hockey Wealth Specialists
    Client Service Specialist
    Gavin Hockey Wealth Specialists Jan 2018 - Sep 2021
    Toronto, Canada Area
    We specialize in making professional hockey players financially secure. For life.GAVIN Management Group, Inc. (incorporated under the laws of State of Florida) is registered as an investment adviser under section 203 of the United States Investment Advisers Act of 1940 to carry on the business of an adviser in the United States.GAVIN Private Counsel Inc is registered as a portfolio manager and exempt market dealer under The Securities Act, Ontario. It is also registered as a portfolio manager in BC, Alberta, Manitoba and Quebec.
  • Gavin Hockey Wealth Specialists
    Executive Assistant
    Gavin Hockey Wealth Specialists Jul 2015 - Dec 2017
    We specialize in making professional hockey players financially secure. For life.GAVIN Management Group, Inc. (incorporated under the laws of State of Florida) is registered as an investment adviser under section 203 of the United States Investment Advisers Act of 1940 to carry on the business of an adviser in the United States.GAVIN Private Counsel Inc is registered as a portfolio manager and exempt market dealer under The Securities Act, Ontario. It is also registered as a portfolio manager in BC, Alberta, Manitoba and Quebec.
  • Harvey Kalles Real Estate Ltd
    Head Administrator
    Harvey Kalles Real Estate Ltd Jun 2015 - Jul 2015
  • Cibc
    Customer Service Representative
    Cibc Sep 2013 - Jun 2015
    Toronto, Canada Area
     Provide professional excellent customer service to assist clients with their banking needs Effectively organize, prioritize work and maintain bulk supply of cash, coins and various foreign currency Demonstrate high attention to detail and due diligence to ensure every transactions with all clients are completed accurately Recognize new sales opportunities and making referrals to Financial Service Representatives
  • Esbin Realty Corporation
    Office Manager/ Deal Secretary
    Esbin Realty Corporation May 2014 - May 2015
    Toronto, Canada Area
     Manage administrative staff and support agents  Responsible for payroll, account payables, account receivables, basic accounting work, bank reconciliations and expenses Calculate agent’s commissions and paying out deals Maintain sales log, deals and commissions of each agent Generate monthly reports and expenses for the Broker of Record Construct statement of accounts, invoices, letters, memorandums, offers, emails, credit checks and any paperwork agents require Responsible for scheduling of administrative staff and ensure their work is accurate and accountable Train new staff and assisted in any problems or questions to the best of my knowledge with professionalism Manage and maintain office operations to ensure efficiency and productivity  Skilled in MLS, MPAC, Select Phone Pro CD and GeoWarehouse
  • Esbin Realty Corporation
    Office Administrator
    Esbin Realty Corporation Dec 2011 - May 2014
    Toronto, Canada Area

Annie Lin Skills

Microsoft Office Teamwork Time Management Customer Service Leadership Public Speaking Social Media Team Leadership Microsoft Word Research Management Marketing Powerpoint Sales Problem Solving Analytical Skills

Annie Lin Education Details

Frequently Asked Questions about Annie Lin

What company does Annie Lin work for?

Annie Lin works for Cardinal Point Athlete Advisors

What is Annie Lin's role at the current company?

Annie Lin's current role is Client Service Manager.

What is Annie Lin's email address?

Annie Lin's email address is al****@****roup.ca

What schools did Annie Lin attend?

Annie Lin attended Ryerson University.

What are some of Annie Lin's interests?

Annie Lin has interest in Politics.

What skills is Annie Lin known for?

Annie Lin has skills like Microsoft Office, Teamwork, Time Management, Customer Service, Leadership, Public Speaking, Social Media, Team Leadership, Microsoft Word, Research, Management, Marketing.

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