Jeffrey Cabral, Cfa Email & Phone Number

¥ Provide high net worth clients with wealth management solutions, ¥ Help manage discretionary portfolios by monitoring security positions, conducting equity research and implementing trading strategies for all mandates¥ Create and back test equity trading strategies using a fundamental and quantitative screening process (Morningstar CPMS) ¥ Create investment policy statements based on the client investment risk tolerance and objectives¥ Execute buy/sell security orders of stocks, bonds, hedge funds, mutual funds and foreign currencies¥ Monitor market activity, economic outlook and trends¥ Foster successful relationships with clients and partners ¥ Rapidly respond to client inquiries and ensure accuracy in portfolio transactions in an ever-changing market environment

¥ Responsible for branch operations including deposits of cheques and stock certificates into clients account¥ Responsible for the New Issues book, including taking and recording advisors’ interest, being knowledgeable in the equity and debt offers, and booking new issues into client accounts ¥ Responsible for opening accounts and completing KYCs, wire transfers, RRIF and RESP payments, issuing cheques and handling client requests

¥ Effectively organized and maintained bulk supply of branch cash, coin and foreign currency as well as processed bank machine and night depository contents according to policies and procedures as required¥ Identified new sales opportunities and made quality referrals to colleagues¥ Responsible for training new staff members¥ Demonstrated a strong code of ethics while adhering to and protecting client privacy and anti-money laundering regulations