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Campbell Ferrie is listed as Registered Accounts Administrator at Odlum Brown Limited, a with 245 employees, based in Greater Vancouver Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Campbell Ferrie.
Campbell Ferrie previously worked as Painter at Pro Works Painting and Intern at Odlum Brown Limited. Campbell Ferrie holds Bachelor'S Degree, Philosophy from University Of Victoria.
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Registered Accounts Administrator with a demonstrated investment and client management history. Certified In Project Management with 100+ hours of practical project management, resource coordination, and process improvement systems experience. (Agile, Scrum, Lean Six Sigma, Kanban, Gantt, project budgets, and DMAIC.)
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Vancouver, British Columbia, Canada
Responsible for administrating Registered Accounts with Odlum Brown (TFSA, RRSP, RESP, RDSP, RIF, Locked Accounts, FHSA, etc.). Supporting retail with inquiries into Registered Accounts.
Victoria Bc
Liaised between management and clients, learning client needs and managing up to supervisor in order to support the development of project timeline and expectations.Studied project plan prior to project launch in order to bridge logistics with client expectations and execute plan end to end.Maintained a high degree of professionalism and awareness to the fact that projects took place in a client's private space.Developed rigorous attention to detail, project planning, teamwork and problem-solving skills.Delegated tasks and collaborated with team in order to complete 15 high-quality projects over two 15-week contracts.
Victoria Bc
Monitored Data File to update and verify 500 + client investment goals, risk assessments and personal information.Liaised with 6 + Investment Advisors and operational staff managing (TFSA ETFs, RESPs, RRSPs, etc.)Drove talent acquisition initiative, connecting branch manager to 40 + talented individuals to increase gender diversity.Generated mailing list of 200 + prospective clients, and distributed portfolios highlighting advisors to acquire new clients.Gained substantial knowledge of the client-advisor relationship and the importance of developing a healthy understanding of the client’s needs and goals with their investments.
Vancouver, British Columbia, Canada
Served as a site generalist on 10 + projects, assisted various trades during scaffold erection/de-erection, heavy equipment spotting, carpentry, and site maintenance.Produced high-quality results in high-pressure contracts, worked with in-house carpenters for luxury retail management client, liaising between Klondike and Vancouver Holt Renfew Gucci management to renovate and modernize location.Drove projects forward, received directives from Klondike management and delegated tasks to third-party labourers and provided performance monitoring and evaluation support to management, supervising quality of work completed on site.Completed all critical path evolutions within all projected safety and schedule parameters outlined by management.
Other employees you can reach at odlumbrown.com. View company contacts for 245 employees →
Ritam Ghosal, Mba, Cfa Level Iii Candidate, Csc
Colleague at Odlum Brown LimitedGreater Vancouver Metropolitan Area, Canada
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Marian Bayley
Colleague at Odlum Brown LimitedVancouver, British Columbia, Canada
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Emmanuel Burguete, Clu®, Cfp®
Colleague at Odlum Brown LimitedVancouver, British Columbia, Canada
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Tomasz Howard
Colleague at Odlum Brown LimitedVancouver, British Columbia, Canada
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Jeff Davis
Colleague at Odlum Brown LimitedVancouver, British Columbia, Canada
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Carlee Moore, Cim®
Colleague at Odlum Brown LimitedLangley, British Columbia, Canada
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Shreya Desai
Colleague at Odlum Brown LimitedCanada
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Stephen Herold
Colleague at Odlum Brown LimitedVancouver, British Columbia, Canada
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Riza Abapo
Colleague at Odlum Brown LimitedCanada
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Mandy Sull
Colleague at Odlum Brown LimitedSurrey, British Columbia, Canada
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Quick answers generated from the profile data available on this page.
Campbell Ferrie works for Odlum Brown Limited.
Campbell Ferrie is listed as Registered Accounts Administrator at Odlum Brown Limited.
Campbell Ferrie is based in Greater Vancouver Metropolitan Area, Canada while working with Odlum Brown Limited.
Campbell Ferrie has worked for Odlum Brown Limited, Pro Works Painting, and Klondike Contracting Corporation.
Campbell Ferrie's colleagues at Odlum Brown Limited include Ritam Ghosal, Mba, Cfa Level Iii Candidate, Csc, Marian Bayley, Emmanuel Burguete, Clu®, Cfp®, Tomasz Howard, and Jeff Davis.
You can use AeroLeads to view verified contact signals for Campbell Ferrie at Odlum Brown Limited, including work email, phone, and LinkedIn data when available.
Campbell Ferrie holds Bachelor'S Degree, Philosophy from University Of Victoria.
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