Carl W

Carl W Email and Phone Number

Account Transfers at Raymond James Ltd @ Raymond James Ltd.
Carl W's Location
Vancouver, British Columbia, Canada, Canada
Carl W's Contact Details

Carl W work email

Carl W personal email

About Carl W

Experienced Account Transfers Associate with a demonstrated focus on service excellence within the financial services industry. Skilled in Issue Resolution, Client Relationship Management (CRM) and Process Improvement. Strong sales, marketing and service background, with a Master of Science (MSc) focused in Management Information Systems from The University of Wales, and a Bachelor of Science in Business Administration (BSc) from Cardiff University Business School. Completed both the Canadian Securities Course (CSC) and the Conducts and Practices Handbook (CPH).

Carl W's Current Company Details
Raymond James Ltd.

Raymond James Ltd.

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Account Transfers at Raymond James Ltd
Carl W Work Experience Details
  • Raymond James Ltd.
    Account Transfers Associate
    Raymond James Ltd. Jun 2015 - Present
    Vancouver, Canada Area
  • Raymond James Ltd.
    Account Profile Associate
    Raymond James Ltd. Feb 2015 - Jun 2015
    Raymond James Ltd
  • Raymond James Ltd.
    Correspondent Services Relationship Associate, Operations Administration
    Raymond James Ltd. Aug 2013 - Feb 2015
    Vancouver, Canada Area
  • Raymond James Ltd.
    Account Transfers-In Associate
    Raymond James Ltd. Aug 2012 - Jul 2013
    Vancouver, Canada Area
    Responsible for the "manual transfer" of a full range of Registered Accounts into Raymond James Ltd.
  • Raymond James Ltd.
    Account Transfer Associate
    Raymond James Ltd. Jul 2010 - Aug 2012
    Vancouver, Canada Area
    Winner of the 2011, Q3 Award for Excellence in Client Service.
  • Raymond James Ltd.
    Registered Funds Associate
    Raymond James Ltd. Jan 2010 - Mar 2010
    Vancouver, Canada Area
  • Language Studies International
    Client Relationship Manager, Crm
    Language Studies International May 2007 - Sep 2008
    Vancouver, Canada Area
    Carl's central role was marketing, but with a successful background in sales, he was actively involved in developing "touch programs" and other CRM initiatives to up-sell, cross-sell and even develop products as a direct result of client (CRM) feedback.
  • Corporate Communications Training College
    Sr. Admissions Representative
    Corporate Communications Training College Oct 2001 - Feb 2005
    Vancouver, Canada Area
    Carl led the sales team in performance because he paid attention to his clients, their culture and their needs. While some on linkedin argue the value of CRM in sales, Carl believes it is impossible to retain clients without CRM. Why not sell and retain? He can show you how.

Carl W Skills

Crm Leadership Teamwork Business Development Management Business Process Improvement Entrepreneurship Business Strategy Strategy Lead Generation Superior Client Service Cross Functional Team Leadership Process Improvement Operational Risk Management Problem Solving Delivering Results Open Minded Product Development Operational Excellence Time Management Marketing Relationship Builder With Unsurpassed Interpersonal Skills Hands On Approach Highly Ambitious Streamlining Complex Work Processes Determined To Succeed Sales Securities Team Leadership Relationship Management Team Building Client Services Always Willing To Learn Customer Satisfaction Building Relationships Business Planning Customer Retention Account Management Business Analysis Strategic Thinking Strategic Planning Microsoft Excel

Carl W Education Details

Frequently Asked Questions about Carl W

What company does Carl W work for?

Carl W works for Raymond James Ltd.

What is Carl W's role at the current company?

Carl W's current role is Account Transfers at Raymond James Ltd.

What is Carl W's email address?

Carl W's email address is li****@****hoo.com

What schools did Carl W attend?

Carl W attended Cardiff University / Prifysgol Caerdydd, Cardiff University / Prifysgol Caerdydd.

What are some of Carl W's interests?

Carl W has interest in Identifying Needs, Golf, See 5, Business Development, Vancouver, F1 Racing, International Marketing, Lead Generation, Asia, Customer Relationship Management.

What skills is Carl W known for?

Carl W has skills like Crm, Leadership, Teamwork, Business Development, Management, Business Process Improvement, Entrepreneurship, Business Strategy, Strategy, Lead Generation, Superior Client Service, Cross Functional Team Leadership.

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