Diane Bode Email and Phone Number
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Diane Bode personal email
Key strengths include the ability to achieve maximum gains in client satisfaction and cost control. Adaptable, thriving in an environment of challenge and change.Core competencies include:Client relationship management - proficient problem solver in a manner that enhances client satisfaction Customizing client solutions - within the confines and context of regulatory and operational requirementsHigh capacity - thriving on managing multiple files, clients, and deadlines simultaneouslyTransparent, consistent communication - across operations, administrative, and sales staff facilitating consistency of service with respect to existing and new productsTechnical competence - Microsoft Word, Excel, Power Point and Outlook, IBM/OSS, NetRep, My Portfolio, Croesus
R.N. Croft Financial Group Inc.
View- Website:
- croftgroup.com
- Employees:
- 13
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Vice President, OperationsR.N. Croft Financial Group Inc. Aug 2007 - PresentToronto, Canada AreaClient relationship managementOperational deliveryExecution, reconciliation and allocation of daily trading including mutual funds,pooled funds and equitiesPooled fund administration and settlement via FundServ Escalation point for client problem resolutionLiaison with custodial departments at NBCN and back officeClient and Advisor on-boardingPortfolio Performance reporting -
Manager OperationsFoster & Associates Financial Services Inc. 2006 - 2007Toronto, Canada AreaResponsible for the management and coordination of operational activitiesManagement of external service providers; custodial, information systems and transfer agentsPrimary contact for vendor relationships for company initiatives including system vendors, business communication services, telecommunications and product business partnersContributed to operational efficiency and cost reductions -
Online Services AdministratorNbcn 2005 - 2006Toronto, Canada AreaSupported proprietary applications including Web Panagon, iMOST, My Portfolio, Croesus and fee processingUser setup and maintenance Training and support Worked with IT and Operations to re-mediate system and application issues -
Executive Assistant To The President And Vice PresidentNbcn 1999 - 2002Toronto, Canada AreaWide range of administrative and executive support, including calendar management, prioritization of issues for executive attention and travel arrangementsManaged administrative/service team
Diane Bode Skills
Frequently Asked Questions about Diane Bode
What company does Diane Bode work for?
Diane Bode works for R.n. Croft Financial Group Inc.
What is Diane Bode's role at the current company?
Diane Bode's current role is Vice President Operations, R N Croft Financial Group Inc..
What is Diane Bode's email address?
Diane Bode's email address is db****@****oup.com
What skills is Diane Bode known for?
Diane Bode has skills like Microsoft Excel, Powerpoint, Microsoft Office, Outlook, Editing, Microsoft Word, Customer Satisfaction, Customer Service, Windows, Administration, Analysis, Equities.
Who are Diane Bode's colleagues?
Diane Bode's colleagues are Jack Morris, Brian Mcaree, Mark A. Mcadam, Cfa, Jason Ayres Dms, Shilei (Freda) Chen, Jordan Rosenberg, Ana Solomon.
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