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@croftgroup.com
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Diane Bode is listed as Vice President Operations, R N Croft Financial Group Inc. at R.N. Croft Financial Group inc., a with 13 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at croftgroup.com and a matched LinkedIn profile for Diane Bode.
Diane Bode previously worked as Vice President, Operations at R.N. Croft Financial Group Inc. and Manager Operations at Foster & Associates Financial Services Inc..
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AeroLeads found 1 current-domain work email signal for Diane Bode. Compare company email patterns before reaching out.
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
Listed skills include Microsoft Excel, Powerpoint, Microsoft Office, Outlook, and 15 others.
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A career timeline built from the work history available for this profile.
Toronto, Canada Area
Client 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
Toronto, Canada Area
Responsible 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
Toronto, Canada Area
Supported 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
Toronto, Canada Area
Wide range of administrative and executive support, including calendar management, prioritization of issues for executive attention and travel arrangementsManaged administrative/service team
Other employees you can reach at croftgroup.com. View company contacts for 13 employees →
Mark A. Mcadam, Cfa
Colleague at R.N. Croft Financial Group Inc.Toronto, Ontario, Canada
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Shilei (Freda) Chen
Colleague at R.N. Croft Financial Group Inc.Hamilton, Ontario, Canada
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Jordan Rosenberg
Colleague at R.N. Croft Financial Group Inc.Toronto, Ontario, Canada
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Jason Ayres Dms
Colleague at R.N. Croft Financial Group Inc.Toronto, Ontario, Canada
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Brian Mcaree
Colleague at R.N. Croft Financial Group Inc.Richmond Hill, Ontario, Canada
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Jack Morris
Colleague at R.N. Croft Financial Group Inc.Winnipeg, Manitoba, Canada
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Ana Solomon
Colleague at R.N. Croft Financial Group Inc.Houston, Texas, United States
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Quick answers generated from the profile data available on this page.
Diane Bode works for R.N. Croft Financial Group inc..
Diane Bode is listed as Vice President Operations, R N Croft Financial Group Inc. at R.N. Croft Financial Group inc..
AeroLeads has found 1 work email signal at @croftgroup.com for Diane Bode at R.N. Croft Financial Group inc..
Diane Bode is based in Toronto, Ontario, Canada while working with R.N. Croft Financial Group inc..
Diane Bode has worked for R.N. Croft Financial Group Inc., Foster & Associates Financial Services Inc., and Nbcn.
Diane Bode's colleagues at R.N. Croft Financial Group inc. include Mark A. Mcadam, Cfa, Shilei (Freda) Chen, Jordan Rosenberg, Jason Ayres Dms, and Brian Mcaree.
You can use AeroLeads to view verified contact signals for Diane Bode at R.N. Croft Financial Group inc., including work email, phone, and LinkedIn data when available.
Diane Bode is listed with skills including Microsoft Excel, Powerpoint, Microsoft Office, Outlook, Editing, Microsoft Word, Customer Satisfaction, and Customer Service.
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