Financial Planner
CurrentMutual funds and related financial planning services are offered through Credential Asset Management Inc.
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@bell.net
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2 phones found area 705
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Beth Dowell is listed as Financial Planner at Kawartha Credit Union at Kawartha Credit Union/Credential Asset Management, based in South Dundas, Ontario, Canada. AeroLeads shows a work email signal at bell.net, phone signal with area code 705, and a matched LinkedIn profile for Beth Dowell.
Beth Dowell previously worked as Financial Planner at Kawartha Credit Union/Credential Asset Management and Senior Financial Advisor at Scotiabank. Beth Dowell holds Fundraising And Volunteer Management from George Brown College.
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- RRC- MFDA licensed - 3 years experience in Financial Planning.- 9 years experience in investments and lending.- 8 years supervisory/management experience in for-profit and non-profit settings.- Extensive financial management and administration skills.- 5+ years experience in fundraising, event planning and volunteer management, implementing and managing campaigns.- 4 years national marketing, publicity and promotion experience.- 4 years workshop facilitation experience, presenting to a wide variety of individuals and groups.- Strong planning and project management skills. - Analytical with the ability to creatively solve problems.- Experience in development of corporate and community partnerships.- Understanding and commitment to exceptional customer service.- Strong communication skills, both oral and written.- Highly organized with attention to detail.- Thrive in a fast paced, multi tasked environment.- Very personable and effective at building relationships.
Listed skills include Fundraising, Public Relations, Event Planning, Volunteer Management, and 12 others.
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Brockville, Cornwall
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Lindsay
The Fund Development Manager, Major Gifts and Planned Giving will: Identify and cultivate relationships for giving to the United Way for the City of Kawartha Lakes and its community impact work; Lead the development of marketing and communications materials that support the case for giving; Develop customized stewardship activities, a recognition program.
The Area Manager is responsible for managing the effective delivery of the Foundation’s community based fundraising and volunteer development initiatives through the coordinated efforts of staff and volunteer resources. Key accountabilities for this position included:Operations, Business Planning and Budget Management – lead the development and management.
Administration - working with the campaign chair to set goals, prepare information, track and report on all financial and non-financial activities; design, cost and distribute all campaign related print materials; process all donations into the donor database; ensure workplace campaigns are in place and on track; co-ordinate the funding allocations.
Responsibilities of this position included the daily operation and maintenance of a 50 acre camping facility; chairing a committee of volunteers to proactively promote, maintain, improve and grow the facility in order to increase revenue opportunities; managing a $200,000 build project from conception to completion; Establishing and maintaining compliance.
Responsible for all facets of public and media relations throughout North America including the planning, execution and follow-up of all media strategies, promotions, campaigns and events on time and within budget. Liaise with management, marketing, artists, suppliers, distributors, sales reps and accounts. Develop relationships and maintain contact with a.
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Beth Dowell works for Kawartha Credit Union/Credential Asset Management.
Beth Dowell is listed as Financial Planner at Kawartha Credit Union at Kawartha Credit Union/Credential Asset Management.
AeroLeads has found 1 work email signal at @bell.net for Beth Dowell at Kawartha Credit Union/Credential Asset Management.
AeroLeads has found 2 phone signal(s) with area code 705 for Beth Dowell at Kawartha Credit Union/Credential Asset Management.
Beth Dowell is based in South Dundas, Ontario, Canada while working with Kawartha Credit Union/Credential Asset Management.
Beth Dowell has worked for Kawartha Credit Union/Credential Asset Management, Scotiabank, Cibc, United Way For The City Of Kawartha Lakes, and Heart And Stroke Foundation Of Ontario.
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Beth Dowell holds Fundraising And Volunteer Management from George Brown College.
Beth Dowell is listed with skills including Fundraising, Public Relations, Event Planning, Volunteer Management, Nonprofits, Stewardship, Program Evaluation, and Annual Giving.
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