Carter Obando Email & Phone Number

Peterborough, ON, CA

Peterborough, Ontario, Canada

Peterborough, Ontario, Canada

Peterborough, Ontario, Canada

• Reinforced effective financial decision-making with members to accelerate their financial goals.
• Proactive with member engagement and retention, while promoting products which serve member’s needs.
• Developed a highly professional relationships with existing and new members.
• Assessed members needs and goals to qualify and funnel quality referrals to wealth and lending representatives.
• Facilitated a secure practice with personal and confidential financial information.
• Manage internal committees to strengthen personal connections between employees.

Peterborough, Ontario, Canada

Peterborough, Ontario, Canada

• Financial Modelling: Developed an income statement using data driven research assumptions to forecast expected net income.
• Assessed operating profit risk using a sensitivity analysis on industry dependent exogenous variables.
• Industry Research: Created an industry analysis report to convey key factors of industry, economic, and socio-economic growth.
• Strategic Business Plan Development: Developed a strategic business plan to comply with banking regulatory standards for the process of submitting a loan application.
• Professional Liaison: Communicated with loan officers to convey the strategic business plan during the loan application process

Peterborough, Ontario, Canada

• Forecast monthly budgets to assist with the organization and control of the annual budget.
• Reconciled TBSA’s General Ledgers and Financial Statements.
• Prepared journal entries with meticulous attention to detail.
• Assisted with the organization's event planning.
• Developed and maintained a highly professional relationship with the VP of Finance.

Peterborough, Ontario, Canada

• Secured funding from the Trent Central Student Association.
• Managed the Trent Marketing Association accounts and yearly budget.
• Forecasted all expenses for upcoming events.
• Collaborated with the other board members within Trent Marketing Association to complete special projects.
• Participated in networking events with local businesses and professionals.