Emanuelle Keller Email & Phone Number
@scotiabank.com
2 phones found area 418 and 419
LinkedIn matched
Who is Emanuelle Keller? Overview
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Emanuelle Keller is listed as Wealth Management Professional | Financial Planning | Leadership | Strategic Planning | Compliance at Scotia Wealth Management, a company with 3 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at scotiabank.com, phone signal with area code 418, 419, and a matched LinkedIn profile for Emanuelle Keller.
Emanuelle Keller previously worked as Assistant Branch Manager at Scotia Wealth Management and Branch Supervisor and Services Manager at Scotia Wealth Management. Emanuelle Keller holds Excellence In Executive Leadership Certificate, Business Administration And Management, General from University Of Toronto - Rotman School Of Management.
Email format at Scotia Wealth Management
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AeroLeads found 1 current-domain work email signal for Emanuelle Keller. Compare company email patterns before reaching out.
About Emanuelle Keller
Accomplished and results-driven team leader in Wealth Management, Financial Planning and Retail Banking with a proven track record of success in the Canadian and Latin American markets. Currently overseeing investment advisors and support teams at a dynamic investment firm with operations spanning multiple jurisdictions. Proficient in navigating regulatory changes, problem-solving, and optimizing processes. Skilled in interpersonal communication and relationship management. Fluent in English, Portuguese, and Spanish. Registered as RR Options Supervisor with CIRO, passed CFA Level 1Exam,and actively pursuing CFP designation.
Listed skills include Mercados Financeiros, Investimentos, Mercado De Capitais, Derivativos, and 40 others.
Emanuelle Keller's current company
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Emanuelle Keller work experience
A career timeline built from the work history available for this profile.
Branch Supervisor And Services Manager
Current
Assistant Branch Administrator
Wealth Management - Clients And Businesses Manager
Supported the growth and retention of high-net-worth client´s assets, managing a portfolio of CAD 800 million with 250 clientsWorked collaboratively with managers in 40 branches to ensure wealth management customers experience exceptional service. Trained branch managers on investments and financial planning to promote the right mix of products and.
Independent Financial Planner
Trained Financial Market related subjects at preparatory courses for investment certification (CPA-20) and civil service examinations. Developed comprehensive financial plans to clients, which included determining the clients’ objectives, analyzing the clients’ current situations, and formulating appropriate advice, strategies and recommendations. Wrote a.
Wealth Management Relationship Manager
Managed and prospected a client portfolio focused on investors and high-net-worth clients. Identified investor´s profile, prepared financial planning reports, and suggested portfolio allocations to help customers achieve their financial goals.Promoted investment and financial products sales, such as life and property insurance, credit cards, mortgages.
Citigold Private Client Relationship Management
Managed and prospected a client portfolio focused on investors and high-net-worth clients. Identified investor´s profile, prepared financial planning´s reports, and suggested portfolio allocations to help customers achieve and their finance well-beings. Promoted investment and financial products sales, such as life and property insurance, credit cards.
Citibusiness Relationship Management
Managed and prospected a client portfolio focused on small business. Conducted interviews with business owners to deepen the understanding about the company. Collected and analyzed information about businesses financial and accountant statements to recommend credit lines approval.Promoted investment and financial products sales, such as insurance, credit.
Colleagues at Scotia Wealth Management
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
David Matousek
Colleague at Scotia Wealth Management
Vancouver, British Columbia, Canada, Canada
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RM
Rulashe Masuku
Colleague at Scotia Wealth Management
Saskatchewan, Canada, Canada
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DB
Danielle B.
Colleague at Scotia Wealth Management
Greater Toronto Area, Canada, Canada
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LR
Lilette Ruscio
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
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BR
Bohdan Rajchyba
Colleague at Scotia Wealth Management
Saskatoon, Saskatchewan, Canada, Canada
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CA
Catherine A. O'Brien
Colleague at Scotia Wealth Management
St John’s, Newfoundland And Labrador, Canada, Canada
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AM
Abdullah Masood
Colleague at Scotia Wealth Management
Greater Sudbury, Ontario, Canada, Canada
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JM
Jiennifer M.
Colleague at Scotia Wealth Management
Oakville, Ontario, Canada, Canada
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TM
Tony Matos, Cim®
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
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TS
Turk Scatliff
Colleague at Scotia Wealth Management
Winnipeg, Manitoba, Canada, Canada
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Emanuelle Keller education
Excellence In Executive Leadership Certificate, Business Administration And Management, General
Post-Graduate Certificate - Assessed By Wes Canada, Finance And Financial Management Services
Bachelor Of Business Administration - Assessed By Wes Canada, Administração
Frequently asked questions about Emanuelle Keller
Quick answers generated from the profile data available on this page.
What company does Emanuelle Keller work for?
Emanuelle Keller works for Scotia Wealth Management.
What is Emanuelle Keller's role at Scotia Wealth Management?
Emanuelle Keller is listed as Wealth Management Professional | Financial Planning | Leadership | Strategic Planning | Compliance at Scotia Wealth Management.
What is Emanuelle Keller's email address?
AeroLeads has found 1 work email signal at @scotiabank.com for Emanuelle Keller at Scotia Wealth Management.
What is Emanuelle Keller's phone number?
AeroLeads has found 2 phone signal(s) with area code 418, 419 for Emanuelle Keller at Scotia Wealth Management.
Where is Emanuelle Keller based?
Emanuelle Keller is based in Toronto, Ontario, Canada while working with Scotia Wealth Management.
What companies has Emanuelle Keller worked for?
Emanuelle Keller has worked for Scotia Wealth Management, Caixa Econômica Federal, Emanuelle Keller Consultoria E Treinamento, Hsbc, and Citi.
Who are Emanuelle Keller's colleagues at Scotia Wealth Management?
Emanuelle Keller's colleagues at Scotia Wealth Management include David Matousek, Rulashe Masuku, Danielle B., Lilette Ruscio, and Bohdan Rajchyba.
How can I contact Emanuelle Keller?
You can use AeroLeads to view verified contact signals for Emanuelle Keller at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Emanuelle Keller attend?
Emanuelle Keller holds Excellence In Executive Leadership Certificate, Business Administration And Management, General from University Of Toronto - Rotman School Of Management.
What skills is Emanuelle Keller known for?
Emanuelle Keller is listed with skills including Mercados Financeiros, Investimentos, Mercado De Capitais, Derivativos, Financial Analysis, Financial Markets, Wealth Management Services, and Banking.
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