Bryan Herbert Email & Phone Number

Welland, On, Ca

Mississauga, Ontario, Canada

Helping customers find IT solutions for their growing technological needs.

Etobicoke

Manage Public Sector accounts by helping find IT solutions for their growing technological needs.

Heartland Town Centre Branch Mississauga

Helped clients financially with their day to day banking, borrowing and investment needs.

Handled all Mutual fund Transfers In/Out for TD Bank.Managed financial accounts such as CAN and U.S. cash accounts, margin accounts, RRSP, RESP, LIF, LIRA, and RIF’s.Worked with the TD branch and other financial institutions to provide excellent customer service to our clients by ensuring the transfers of their funds are completed in a timely manner.Helped train new staff members into the role of a Transfer Agent.

Adjudicated personal auto loans for RBC and non RBC clients across Canada.Helped train many new lenders of RBC into their roles.Presented job aids to my department that specialized in improving efficiency and productivity.Worked with business managers of automotive dealerships to provide excellent customer service to our clients.

Aided clients to become debt free and financially independent by analyzing their financial needs.Prepared budgets and future savings results to show clients what they can be achieving.

Finp, Financial Planning

Honours Student

Cph, Securities

Took the CSI Conduct and Practices Handbook course through Sheridan and passed successfully.

Csc, Securities

Took the Canadian Securities Course through Sheridan and passed successfully.

Ba, Economics

Activities and Societies: Intramural soccer and Ball hockey. Recreational Ice hockey.