Davis Shepherd Email & Phone Number

I have worked in the financial service industry for 5 Years while completing a Bachelor’s in Economics from Brock University. Through my experience, and education I have developed a proficiency in multi tasking, customer service/experience, organization, and problem solving. My experience and education has given me great analytic instincts with a strong eye for detail, as well as excellent communication and interpersonal skills, so I understand complex policies and procedures and can relay the information in a way which is easily understandable. I am familiar with the importance of keeping up to date and in regulation with AML and KYM/KYC certificates. I have developed a passion for investment/lending products, portfolio/account management, code developing and stock analytics. I am obtaining my Investment Funds Certificate (IFC) from Canadian Securities Institute, to move me closer to a goal of Personal Financial Planner (PFP).