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@odlumbrown.com
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Liz Stewart is listed as Investment Assistant at Odlum Brown Limited at Odlum Brown Limited, a company with 245 employees, based in Kelowna, British Columbia, Canada. AeroLeads shows a work email signal at odlumbrown.com and a matched LinkedIn profile for Liz Stewart.
Liz Stewart previously worked as Investment Assistant at Odlum Brown Limited and Adminstrative Assistant at Odlum Brown Limited. Liz Stewart studied at The University Of British Columbia.
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AeroLeads found 1 current-domain work email signal for Liz Stewart. Compare company email patterns before reaching out.
Liz Stewart is a Investment Assistant at Odlum Brown Limited at Odlum Brown Limited. She possess expertise in public speaking, time management, leadership, microsoft powerpoint, teamwork and 5 more skills.
Listed skills include Public Speaking, Time Management, Leadership, Microsoft Powerpoint, and 6 others.
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A career timeline built from the work history available for this profile.
- Execution of security buy and sell orders on behalf of clients- Researching industries and markets and reporting to advisors and other assistants- Generation of account reporting material- Generation of tax documentation including activity reports, tax slips, fee schedules and foreign holding reports- Ensuring the highest standard of service for all.
Kelowna, BC
- Ensuring the highest standard of service for all clients- Researching industries and markets to stay up-to-date with the trends and changes- Generation of account reporting materials and tax documentation for clients- Administration and documentation of account information
Kelowna, BC
- Responsible for allocation and management of a $200,000 budget comprised of student fees and external sponsorship- Worked alongside six other student elected executives to fulfill the mandate of the organization and needs of it’s various stakeholders - Managed a small team responsible for overseeing the budgets of specific clubs and/or events.
- Provided strategic suggestions and assistance for monetary and non-monetary development of the MSA.- Assisted in reviewing, analyzing and maintaining the annual budget in conjunction with the VPFinance.
Winnipeg, Manitoba
- Collected and tabulated data for financial statement compilation as section of business planning- Collected and inputted data into financial planning software, prepared financial planning summary for clients
Portage LA Prairie, Manitoba
- Directed customers to the appropriate, annuals, perennials, shrubs or trees that best suited their needs - Managed time with regards to assigned tasks and helping customers with various needs
Winnipeg, Manitoba
Within a team environment, developed a deadline-driven client investment reporting program unique to the investment industry.
- Competed in a national business case competition with a concentrated group of young professionals. - Analyzed a business case and presented a strategic recommendation to a panel of judges.
Winnipeg, Manitoba
Analyzed securities owned within the VPI pools of investments and prepared reports for internal use
Other employees you can reach at odlumbrown.com. View company contacts for 245 employees →
Doug Chambers, P.Eng., Mba, Cim
Colleague at Odlum Brown Limited
Kelowna, British Columbia, Canada, Canada
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JP
Jeremy P. Mason, Cfa, Cfp, Cim
Colleague at Odlum Brown Limited
Kelowna, British Columbia, Canada, Canada
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TS
Trevor Short
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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CL
Cameron L.
Colleague at Odlum Brown Limited
Burnaby, British Columbia, Canada, Canada
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EF
Eliza Fedechko, Cim®
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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EM
Edward Ma
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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CD
Chuck Droppo
Colleague at Odlum Brown Limited
Canada, Canada
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CM
Carlee Moore, Cim®
Colleague at Odlum Brown Limited
Langley, British Columbia, Canada, Canada
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TW
Tom Watson
Colleague at Odlum Brown Limited
British Columbia, Canada, Canada
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WT
Wally Trueman
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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Quick answers generated from the profile data available on this page.
Liz Stewart works for Odlum Brown Limited.
Liz Stewart is listed as Investment Assistant at Odlum Brown Limited at Odlum Brown Limited.
AeroLeads has found 1 work email signal at @odlumbrown.com for Liz Stewart at Odlum Brown Limited.
Liz Stewart is based in Kelowna, British Columbia, Canada while working with Odlum Brown Limited.
Liz Stewart has worked for Odlum Brown Limited, Management Student Association Ubc Okanagan, Scott Wolfe Management Inc., Jefferies Nurseries Ltd., and Value Partners Investments.
Liz Stewart's colleagues at Odlum Brown Limited include Doug Chambers, P.Eng., Mba, Cim, Jeremy P. Mason, Cfa, Cfp, Cim, Trevor Short, Cameron L., and Eliza Fedechko, Cim®.
You can use AeroLeads to view verified contact signals for Liz Stewart at Odlum Brown Limited, including work email, phone, and LinkedIn data when available.
Liz Stewart studied at The University Of British Columbia.
Liz Stewart is listed with skills including Public Speaking, Time Management, Leadership, Microsoft Powerpoint, Teamwork, Microsoft Excel, Microsoft Word, and Customer Service.
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