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Brian Ferris Email & Phone Number

Financial Services Adminstrator at Ottawa ON at Ottawa ON
Location: Canada, Canada, Canada 4 work roles 1 school
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Current company
Ottawa ON
Role
Financial Services Adminstrator at Ottawa ON
Location
Canada, Canada, Canada

Who is Brian Ferris? Overview

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Quick answer

Brian Ferris is listed as Financial Services Adminstrator at Ottawa ON at Ottawa ON, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Brian Ferris.

Brian Ferris previously worked as Financial Services Adminstrator at Ottawa On and Investment Advisor Associate at Rbc Dominion Securities. Brian Ferris holds Bachelor Of Arts (B.A.), Economics from Mcmaster University.

Profile bio

About Brian Ferris

My MessageI am a Professional Financial Administrator and was employed by RBC Dominion Securities for the past 23 years in the Financial Industry and the last 11 as an Investment Advisor Associate. I have been successful throughout my career because I apply my personal attributes such as integrity, honesty and my ethical standards to both my personal life and my work place.I am knowledgeable with numerous financial products, and the workings of a large financial institution with both the back office and the retail side and their respective procedures, regulations and computer systems and applications.I am interested in applying my attributes, knowledge and skills that I have developed over my career to a career either outside of the financial market or to continue within the financial market.

Listed skills include Financial And Wealth Management Products, Manage Client Relationships, Computer Proficiency, Financial Administration, and 9 others.

Current workplace

Brian Ferris's current company

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Ottawa ON
Ottawa On
Financial Services Adminstrator at Ottawa ON
4 roles · 37 years

Brian Ferris work experience

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Financial Services Adminstrator

Ottawa On

Investment Advisor Associate

Rbc Dominion Securities

Ottawa ON

Maintained over 300 client trading accounts, improved productivity and increased assets under management by educating and organizing both new and veteran Investment Advisors. Responsible for the overall maintenance of client trading accounts which include completing all requested transactions, ensuring accounts are in good financial order and meet industry.

2001 - 2013 ~12 yrs

Mutual Funds Administration

Rbc Dominion Securities

Toronto ON

As an Assistant Supervisor of Mutual Funds Trading Assisted in the daily operation of a rapidly expanding department, including training and advising employees. As an administrator I acted as liaison between Investment Advisors and Mutual Fund Companies by providing information and support and reconciling trading errors by buying and selling Mutual Funds.

1989 - 2001 ~12 yrs

Investment Advisor Associate/Financial Services Administrator

Ottawa, ON And Toronto, ON

Maintained over 300 client trading accounts, improved productivity and increased assets under management by educating and organizing both new and veteran Investment Advisors. Responsible for the overall maintenance of client trading accounts which include completing all requested transactions, ensuring accounts are in good financial order and meet industry.

1989 - 2013 ~24 yrs
1 education record

Brian Ferris education

FAQ

Frequently asked questions about Brian Ferris

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What company does Brian Ferris work for?

Brian Ferris works for Ottawa ON.

What is Brian Ferris's role at Ottawa ON?

Brian Ferris is listed as Financial Services Adminstrator at Ottawa ON at Ottawa ON.

Where is Brian Ferris based?

Brian Ferris is based in Canada, Canada, Canada while working with Ottawa ON.

What companies has Brian Ferris worked for?

Brian Ferris has worked for Ottawa On, Rbc Dominion Securities, and Rbc Wealth Management.

How can I contact Brian Ferris?

You can use AeroLeads to view verified contact signals for Brian Ferris at Ottawa ON, including work email, phone, and LinkedIn data when available.

What schools did Brian Ferris attend?

Brian Ferris holds Bachelor Of Arts (B.A.), Economics from Mcmaster University.

What skills is Brian Ferris known for?

Brian Ferris is listed with skills including Financial And Wealth Management Products, Manage Client Relationships, Computer Proficiency, Financial Administration, Financial Industry Compliance Regulations, French Conversation And Reading At The Basic To Intermediate Level, Mutual Funds, and Financial Services.

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