Ayo Didier-Holstein Email & Phone Number
Who is Ayo Didier-Holstein? Overview
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Ayo Didier-Holstein is listed as Associate at Creative Planning Financial Group, a company with 27 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Ayo Didier-Holstein.
Ayo Didier-Holstein previously worked as Client Service Representative at Educators Financial Group and Administrator, Operations Department at Educators Financial Group. Ayo Didier-Holstein holds Bachelor Of Science (B.Sc.), Environmental Science-Biology from Memorial University Of Newfoundland.
Email format at Creative Planning Financial Group
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About Ayo Didier-Holstein
Ayo Didier-Holstein is a Associate at Creative Planning Financial Group. They is proficient in English and Spanish.
Ayo Didier-Holstein's current company
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Ayo Didier-Holstein work experience
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Client Service Representative
Current-Provides support in a highly professional environment, through the development of effective work -flow systems and processes in CRM (salesforce & dynamics 365)-Collaborated with Marketing and Sales teams to implement new key strategies to existing plans which generated 500 new clients for the fiscal year-Provided proactive outreach to clients and leads in.
Administrator, Operations Department
-Processed and entered a high volume of trade requests into the appropriate database while ensuring all forms were compliant with rules and regulations in a timely manner-Suggested and implemented procedural changes as related to efficiencies in trade processing-Liaised with different departments for follow-ups and clarification on client documentation
Assistant To Financial Planner
-Assisted wit the preparation and client reports in the appropriate CRM database while ensuring all forms are following the rules and regulations in a timely manner-Answered telephone calls and emails while providing excellent customer service, managed calendars and booked appointments-Liased with back office staff and other financial institutions to.
Esl Teacher
Participated in conversational English classes with English as second language students. Helped students improve on their grammar and writing skills.
Summer Resident
Researched food webs in the Gulf of St. Lawrence
Herbarium Assistant
Assisted in microscopy, entering taxonomic data into herbarium database, and field work collecting white pine buds.
Volunteer
Separated blood plasma from blood, carried out various types of blood work and tests.
Volunteer
Assist staff with assessing the victims of Hurricane Tomas, filing their names, and creating a database with their contact information, property damage and needs.
Colleagues at Creative Planning Financial Group
Other employees you can reach at cpfg.com. View company contacts for 27 employees →
Kyle Szames, Clu
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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JM
Joan Morrow
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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DC
David Chasson, Cfa Llb Mba Cfp
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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NL
Niveditta Lukose
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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SR
Stephanie Raimundo
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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SY
Steve Yermus
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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DC
David Chasson
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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FN
Fouzan Naseem
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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JK
Jonah Kagan
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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JM
Joan Morrow,Clu
Colleague at Creative Planning Financial Group
Toronto, Ontario, Canada, Canada
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Ayo Didier-Holstein education
Bachelor Of Science (B.Sc.), Environmental Science-Biology
Post Graduate Certificate In Clinical Research Management, Drug Safety,And Pharmacovigilance, Health Services/Allied Health/Health Sciences, General
Intro To Relational Database And Sql
Canadian Investment Funds Course
Frequently asked questions about Ayo Didier-Holstein
Quick answers generated from the profile data available on this page.
What company does Ayo Didier-Holstein work for?
Ayo Didier-Holstein works for Creative Planning Financial Group.
What is Ayo Didier-Holstein's role at Creative Planning Financial Group?
Ayo Didier-Holstein is listed as Associate at Creative Planning Financial Group.
Where is Ayo Didier-Holstein based?
Ayo Didier-Holstein is based in Greater Toronto Area, Canada, Canada while working with Creative Planning Financial Group.
What companies has Ayo Didier-Holstein worked for?
Ayo Didier-Holstein has worked for Creative Planning Financial Group, Educators Financial Group, Desjardins Financial Security Independent Network, Grenfell Campus, Memorial University Student Services, and Grenfell Campus, Memorial University.
Who are Ayo Didier-Holstein's colleagues at Creative Planning Financial Group?
Ayo Didier-Holstein's colleagues at Creative Planning Financial Group include Kyle Szames, Clu, Joan Morrow, David Chasson, Cfa Llb Mba Cfp, Niveditta Lukose, and Stephanie Raimundo.
How can I contact Ayo Didier-Holstein?
You can use AeroLeads to view verified contact signals for Ayo Didier-Holstein at Creative Planning Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Ayo Didier-Holstein attend?
Ayo Didier-Holstein holds Bachelor Of Science (B.Sc.), Environmental Science-Biology from Memorial University Of Newfoundland.
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