Carl W work email
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Carl W personal email
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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).
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Account Transfers AssociateRaymond James Ltd. Jun 2015 - PresentVancouver, Canada Area -
Account Profile AssociateRaymond James Ltd. Feb 2015 - Jun 2015Raymond James Ltd -
Correspondent Services Relationship Associate, Operations AdministrationRaymond James Ltd. Aug 2013 - Feb 2015Vancouver, Canada Area -
Account Transfers-In AssociateRaymond James Ltd. Aug 2012 - Jul 2013Vancouver, Canada AreaResponsible for the "manual transfer" of a full range of Registered Accounts into Raymond James Ltd. -
Account Transfer AssociateRaymond James Ltd. Jul 2010 - Aug 2012Vancouver, Canada AreaWinner of the 2011, Q3 Award for Excellence in Client Service. -
Registered Funds AssociateRaymond James Ltd. Jan 2010 - Mar 2010Vancouver, Canada Area -
Client Relationship Manager, CrmLanguage Studies International May 2007 - Sep 2008Vancouver, Canada AreaCarl'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.
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Sr. Admissions RepresentativeCorporate Communications Training College Oct 2001 - Feb 2005Vancouver, Canada AreaCarl 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
Carl W Education Details
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Management Information Systems -
Bachelor Of Business Administration
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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