Mason Eggers Email and Phone Number
As a Wealth Manager with a life-long passion for investing and entrepreneurship, I am consumed with a deep curiosity of capital markets, and strive to be a life-long learner.I consider myself to be a highly motivated team player with excellent communication & problem solving skills. With experience in financial planning, sales, entrepreneurship, data management, and customer service, I pride myself on being flexible and always finding a way to deliver value.
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Wealth ManagerRowanoak Private Wealth Counsel May 2024 - PresentOakville, Ontario, Canada -
Executive AssistantDr. Alison Montgomery Medicine Jul 2020 - PresentBurlington, Ontario, Canada-Bookkeeping and tax preparation-Data entry and file organization-Provide professional customer service to patients
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Personal Assistant To Chief Executive OfficerHj Group May 2022 - Sep 2022Toronto, Ontario, Canada -
Customer Success & SalesHilo Sep 2021 - Dec 2021Toronto, Ontario, Canada-Managed the ideation, planning and execution of sales messaging for a new rewards initiative-Identified and nurtured local business partnerships via B2B cold calling -Performed data collection and entry for the onboarding of new client buildings and tenants -
Project MemberEnactus Seneca Dec 2019 - Jun 2020Toronto, Ontario, Canada-Collaborated with team members for project ideation, planning and execution of a socially responsible entrepreneurial initiative and submission for Enactus Regional and National Competition-Wrote, recorded and animated a short promotional video for Access to Aspire initiative-Recorded statement of impact for Enactus nonprofit organization as a Seneca College representative -
Sales Associate / Volunteer CoordinatorTtg Media Inc. May 2018 - Sep 2018Ontario, CanadaHelped lead a non-profit golf fundraiser promotion on behalf of the Juravinski and Princess Margeret cancer centres called Flip the Chip - Fore the Cure-Assisted in creation of seasonal marketing plans to support department and divisional strategies implemented across Ontario-Applied excellent communication skills and ability to establish rapport to close sales and meet targets-Prospected, trained, and supervised volunteers to complete sales and obtain feedback
Mason Eggers Education Details
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Financial Planning Services -
Business Management -
Biotechnology
Frequently Asked Questions about Mason Eggers
What company does Mason Eggers work for?
Mason Eggers works for Rowanoak Private Wealth Counsel
What is Mason Eggers's role at the current company?
Mason Eggers's current role is Wealth Manager. CFA level II candidate.
What schools did Mason Eggers attend?
Mason Eggers attended Conestoga College, Seneca College, Mcmaster University.
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Mason Eggers
Superintendent/Qualifying Agent At Fine Line HomesGreensboro--Winston-Salem--High Point Area -
Mason Eggers
Chicago, Il
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