Erika Agnew Cmp, Bcomm Email and Phone Number
I am an experienced Senior Administrator and Event Planner. My daily duties have included meeting management, travel bookings, office ordering and the planning and execution of 3 major annual events. The largest being the Bloom Burton Healthcare Investor Conference which is a 2 day event with 60 company presentations, a TSX Opening and hundreds of 1x1 meetings. After 4 years as an Investment Advisor Associate with RBC Dominion Securities, in 2010 I was excited to make the transition to the Institutional Sales Desk of Stifel Nicolaus Canada as their Senior Sales Assistant. After 3 years I was happy with how my skills and industry experience had grown. My responsibilities were extensive- daily commission tracking and reporting, sales desk travel and organization, non-deal roadshow planning and analyst marketing. An unexpected facet of the role was conference and event planning which I enjoyed very much and I drew on this experience when I moved on to much larger events with Bloom Burton. With 7 years total experience at Royal Bank of Canada, I have held positions in Insurance, Brokerage and Private Client Division. As mentioned, my final role was as lead Investment Advisor Associate for r a high producing Advisor. Some of my key responsibilities were advisor brochure and website development as well as sponsorship and advertising coordination with our marketing department. I was also responsible for the project of transitioning a book of client business between investment firms. With so much experience I would like to take the next step up into a managerial role. I am confident in my capabilities and feel I am more than ready for further responsibility.Specialties: BCOMMIIROC Licensed as Investment RepresentativeLOMA Level 1Retail AdministrationInstitutional Sales Desk AdministrationEvent & Conference planning
Investment Management Corporation Of Ontario (Imco)
View- Website:
- imcoinvest.com
- Employees:
- 198
-
Executive Administrative AssistantInvestment Management Corporation Of Ontario (Imco) Jan 2018 - PresentToronto, Ontario, Canada
Frequently Asked Questions about Erika Agnew Cmp, Bcomm
What company does Erika Agnew Cmp, Bcomm work for?
Erika Agnew Cmp, Bcomm works for Investment Management Corporation Of Ontario (Imco)
What is Erika Agnew Cmp, Bcomm's role at the current company?
Erika Agnew Cmp, Bcomm's current role is Executive Administrative Assistant at Investment Management Corporation of Ontario (IMCO).
Who are Erika Agnew Cmp, Bcomm's colleagues?
Erika Agnew Cmp, Bcomm's colleagues are Qaisar Salerm, Greg Yearwood, Gayle Fisher, John Lukovich, Joseph Wong, Peggy Cheung, Neil Murphy.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial