Greg Elliott

Greg Elliott Email and Phone Number

CRM Solutions Manager at Coast Capital Savings @ Coast Capital Savings
surrey, british columbia, canada
Greg Elliott's Location
Nanaimo, British Columbia, Canada, Canada
About Greg Elliott

Greg Elliott is a CRM Solutions Manager at Coast Capital Savings at Coast Capital Savings.

Greg Elliott's Current Company Details
Coast Capital Savings

Coast Capital Savings

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CRM Solutions Manager at Coast Capital Savings
surrey, british columbia, canada
Employees:
1586
Greg Elliott Work Experience Details
  • Coast Capital Savings
    Crm Solutions Manager | Business Lead And Product Owner
    Coast Capital Savings Jan 2019 - Present
    I am a founding member of a dynamic team responsible for the successful implementation and continuous iteration of Salesforce Financial Services Cloud at Coast Capital Savings. Leveraging Salesforce technology, I facilitate business transformation, work flow improvements and business process automation. By removing technology barriers and creating efficiencies, I enhance the way Coast Capital can deliver on its employee and member purpose.Strengths include: Advanced Salesforce Administration, System Integrations, Business Analysis, Data Management, Configuration and Customization, Reporting and Analytics, DevOps, Training, User Adoption, Change Management (In the context of IT and PROSCI), ITIL, Service Now, RFx, and Presenting to Senior Leadership / C-suite.Project Management methodology experience: Agile (Scrum, Jira), Waterfall and Hybrid. I have served as Product Owner and Scrum Master for a number of initiatives.
  • Coast Capital Savings
    Manager, Small Business Banking
    Coast Capital Savings Sep 2017 - Jan 2019
  • Coast Capital Savings
    Lending Specialist, Contact Centre
    Coast Capital Savings Mar 2016 - Sep 2017
  • Self Employed (Equity Trading)
    U.S. Equities Trader
    Self Employed (Equity Trading) Mar 2014 - Present
    -Intraday trading of micro, small, med, large, and mega cap US equities-Strong focus on technical trading-Gaps, momentum, para, and price action-Options trading
  • Coast Capital Savings
    Manager, Small Business Banking
    Coast Capital Savings Jan 2013 - Mar 2014
  • Coast Capital Savings
    Senior Lending Specialist
    Coast Capital Savings Jan 2010 - Dec 2013
  • Coast Capital Savings
    Investigator, Anti-Money Laundering, Anti-Terrorist Financing
    Coast Capital Savings Jan 2009 - Dec 2009
  • Coast Capital Savings
    Corporate Security, Special Project
    Coast Capital Savings Jan 2008 - Dec 2009
  • Coast Capital Savings
    Senior Lending Specialist
    Coast Capital Savings Jan 2005 - Dec 2007
  • Coast Capital Savings
    Lending Specialist
    Coast Capital Savings Jan 2001 - Dec 2004

Greg Elliott Education Details

Frequently Asked Questions about Greg Elliott

What company does Greg Elliott work for?

Greg Elliott works for Coast Capital Savings

What is Greg Elliott's role at the current company?

Greg Elliott's current role is CRM Solutions Manager at Coast Capital Savings.

What schools did Greg Elliott attend?

Greg Elliott attended Trailhead By Salesforce, Trailhead By Salesforce, Simon Fraser University.

Who are Greg Elliott's colleagues?

Greg Elliott's colleagues are Dan (Hoofar) Daneshvar, Edmund Lai, Cpa, Cga, Navisha Navisha, Kazmin Khapoliwala, Ky Luong, Kewen Zhao, Arushi Shah.

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