Jonathan Desta Email & Phone Number
@mackenzieinvestments.com
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Who is Jonathan Desta? Overview
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Jonathan Desta is listed as Senior Client Relations and Advisor Plus Services Representative at Mackenzie Investments, a company with 1368 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at mackenzieinvestments.com and a matched LinkedIn profile for Jonathan Desta.
Jonathan Desta previously worked as Senior Client Relations Representative at Mackenzie Investments and Product Owner at Mackenzie Investments. Jonathan Desta holds Bachelor'S Degree, Sociology And Political Science from Ryerson University.
Email format at Mackenzie Investments
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AeroLeads found 1 current-domain work email signal for Jonathan Desta. Compare company email patterns before reaching out.
About Jonathan Desta
Specialization in qualitative and quantitative statistics, with proven client relations and engagement skills. Through applying my research skills and interest in the financial industry, I am working towards a career in building strong business relationships and support using statistical research and data analysis to meet client needs.
Jonathan Desta's current company
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Jonathan Desta work experience
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Senior Client Relations Representative
Current- Receiving and responding to inbound contacts (phone calls, email, fax) from Advisors, Dealers and Clients relating to questions on client accounts, products and online account access
- Specialized in RESP, RDSP, Group Accounts (Group RRSP, DPSP, RPP) and Marketing/Fund Specialist
- Educating advisors and clients about Mackenzie products and services, through extensive research of government policies and regulations
- Proactively contacting Financial Advisors, Dealers and Financial Institutions regarding outstanding requirements/deficiencies through positive and helpful interactions
Product Owner
- Facilitated stakeholder interviews and managed product roadmap to drive accurate data and non-functional requirements discovery, advise of system limitations to relevant audience, write precise user stories, acceptance.
- Facilitated collaborations with POD team in Salesforce Service Cloud projects to design & build Salesforce UI pages and integrate business applications to the CRM platform
- Applied Scrum with Kanban board to effectively manage requirement and product backlogs to ensure the momentum of each sprint, and responsible for story write-up, refinement, UAT and deployment
- Conducted surveys to collect user feedback, analyze data and plan for future sprints
- Streamlined and integrated technological processes in Client Relations & Client Solutions to improve overall operation pipeline efficiency, prepare documentation and report to senior leaderships
- Leveraged relationships with DIG, OPS, TA, Distributions, Marketing and Compliance teams in escalation management to breakdown down strategic problems, analyze data and information to provide insights, improve user.
Sales Associate
- Strong multitasking ability in a fast-paced environment
- Highly reliable and efficient operation of cash register and answering calls
- Efficient and extensive use of electronic database software during markdown process
- Established and maintained rapport with repeat customers
Software Quality Assurance Tester
- Conducted comprehensive testing of software and video games to identify and report defects, bugs, and usability issues related to gameplay, graphics, audio, controls, performance, and other aspects of the game that may.
- Documented and reported bugs found during testing, providing detailed information such as steps to reproduce, severity, and priority to assist developers in resolving the issues
- Collaborated with game developers and designers to understand requirements and provide feedback for improving game quality
- Created and executed test cases based on game design specifications to ensure the game functions as intended and meets quality standards
- Performed regression testing to verify that previously fixed bugs have not reappeared and that new changes or features have not introduced new issues
- Tested compatibility on different operating systems and devices to ensure functionality across various platforms
Sales Associate
- Productive cooperation with other associates and managers
- Maintaining efficiency and professionalism in a fast-paced environment
- Very positive and helpful in interactions with customers and staff
Jonathan Desta education
Frequently asked questions about Jonathan Desta
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What company does Jonathan Desta work for?
Jonathan Desta works for Mackenzie Investments.
What is Jonathan Desta's role at Mackenzie Investments?
Jonathan Desta is listed as Senior Client Relations and Advisor Plus Services Representative at Mackenzie Investments.
What is Jonathan Desta's email address?
AeroLeads has found 1 work email signal at @mackenzieinvestments.com for Jonathan Desta at Mackenzie Investments.
Where is Jonathan Desta based?
Jonathan Desta is based in Toronto, Ontario, Canada while working with Mackenzie Investments.
What companies has Jonathan Desta worked for?
Jonathan Desta has worked for Mackenzie Investments, Tjx Canada/Winners Merchants International L.P., Ubisoft Toronto, and Forever 21.
How can I contact Jonathan Desta?
You can use AeroLeads to view verified contact signals for Jonathan Desta at Mackenzie Investments, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Desta attend?
Jonathan Desta holds Bachelor'S Degree, Sociology And Political Science from Ryerson University.
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