Jack Stillie Email & Phone Number

Vancouver, Canada Area

• Works with a Senior Vice President Investment Advisor monitoring client portfolios, generating investment ideas and providing research support
• Services and creates custom portfolio recommendations for private clients based on their specific investor profiles and objectives
• Fosters and strengthens client relationships by liaising with clients, responding to requests and proactively providing client reviews

Vancouver, Canada Area

• Assisted with portfolio construction and rebalancing for both registered and non-registered investment accounts
• Promptly administered client instructions and trading orders with precise accuracy while possessing critical decision making skills
• Provided detailed informational research pieces to clients and recommended on the sale or purchase of various financial products, securities and investment plans.
• Built key client relationships through superior communication and interpersonal skills

Victoria

• Built business, handled client account administration, and promoted account features to enhance retail client relationships in an exceptionally fast-paced work environment
• Promptly administered client instructions and trading orders with precise accuracy while possessing critical decision making skills
• Consistently proved value as the first point of front office communication with existing and potential clients in a friendly and professional demeanor
• Researched and identified new prospects and ensured client requests were met with the highest level of client service

Exchange student at the Cracow University of Economics, Poland.

Finance student at the Gustavson School of Business

Victoria

• Ensured efficiency and productivity for the uppermost investment team within Raymond James Ltd. Victoria
• Constantly delivered superior client service through a relentless work ethic, teamwork skills and meticulous attention to detail
• Accumulated vital comprehension of software’s such as Maximizer CRM, Excel and DataPhile (Management of Database and Information Systems)

Victoria

• Implemented excellent front office communication by effectively greeting clients while maximizing the operational processes throughout the entire branch
• Acquired a valuable understanding of operating and growing a successful sales business, where professionalism and client satisfaction are paramount

• Mowed and trimmed fifteen to twenty lawns daily at a extremely high level; met all deadlines while understanding the true meaning of hard work
• Advanced time management and process proficiency by developing an operational model to track distance between lawns and time spent on each lawn
• Successfully resolved concerns from unsatisfied customers by identifying the problem while applying a resourceful mindset and problem-solving skills

• Developed leadership abilities by training co-workers in the several job obligations around the work environment while continuously emphasizing quality service
• Gained respect from high level employee's by habitually working my hardest while always offering my assistance

Bachelor Of Commerce (Bcom), Finance And Financial Management Services

Bachelor'S Degree, Business/Commerce, General