Mason Eggers

Mason Eggers Email and Phone Number

Wealth Manager. CFA level II candidate @ RowanOak Private Wealth Counsel
Mason Eggers's Location
Burlington, Ontario, Canada, Canada
About Mason Eggers

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.

Mason Eggers's Current Company Details
RowanOak Private Wealth Counsel

Rowanoak Private Wealth Counsel

View
Wealth Manager. CFA level II candidate
Mason Eggers Work Experience Details
  • Rowanoak Private Wealth Counsel
    Wealth Manager
    Rowanoak Private Wealth Counsel May 2024 - Present
    Oakville, Ontario, Canada
  • Dr. Alison Montgomery Medicine
    Executive Assistant
    Dr. Alison Montgomery Medicine Jul 2020 - Present
    Burlington, Ontario, Canada
    -Bookkeeping and tax preparation-Data entry and file organization-Provide professional customer service to patients
  • Hj Group
    Personal Assistant To Chief Executive Officer
    Hj Group May 2022 - Sep 2022
    Toronto, Ontario, Canada
  • Hilo
    Customer Success & Sales
    Hilo Sep 2021 - Dec 2021
    Toronto, 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
  • Enactus Seneca
    Project Member
    Enactus Seneca Dec 2019 - Jun 2020
    Toronto, 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
  • Ttg Media Inc.
    Sales Associate / Volunteer Coordinator
    Ttg Media Inc. May 2018 - Sep 2018
    Ontario, Canada
    Helped 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

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.

Not the Mason Eggers you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.