Michael Fox Email & Phone Number
Who is Michael Fox? Overview
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Michael Fox is listed as Finance Operations Specialist at First West Credit Union, a company with 1620 employees, based in Ladner, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Michael Fox.
Michael Fox previously worked as Senior Financial Advisor at Envision Financial, A Division Of First West Credit Union and Director of Internal Relations at The Graduate Student Society At Simon Fraser University. Michael Fox holds Master Of Business Administration - Mba, Business Administration And Management, General from Beedie School Of Business At Simon Fraser University.
Email format at First West Credit Union
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About Michael Fox
As a financial professional with over 10 years of experience, I am passionate about helping plan and achieve financial goals. I believe in taking a holistic approach to review the financial needs and motivations of my members. My goal is to coach and mentor on how to best reach their desired goals. I enjoy leadership and coordination roles where I can help create a positive environment that fosters teamwork and creativity. I have developed these skills as the Class Representative of the FT MBA cohort and Director of Internal Relations with the Graduate Student Society.
Michael Fox's current company
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Michael Fox work experience
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Senior Financial Advisor
CurrentThe Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.
Director Of Internal Relations
The DIR is the student leader primarily responsible for ensuring the internal governing structures of the Society continue to foster a graduate community and serve the administrative and strategic goals of the Society. The DIR seeks to support Councillors so that they may fully engage with their roles as Directors of the Society. In addition, the DIR is.
Relationship Manager
-Counseled clients on financial matters and provided recommendations on investment opportunities,products, and services based on client needs and asset availability.-Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investmentgoals, and risk tolerance to formulate and actualize strategic financial plans
Senior Financial Advisor
-Provided outstanding customer service to new and long-standing customers by attending closely to theirconcerns and developing appropriate financial strategies to reach their goals.-Built long-term relationships with high net worth clients by utilizing active listening, effectivecommunication and dynamic interpersonal skills.
Colleagues at First West Credit Union
Other employees you can reach at firstwestcu.ca. View company contacts for 1620 employees →
Cathy Vazzaz
Colleague at First West Credit UnionLangley, British Columbia, Canada, Canada
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Sonia Donnelly
Colleague at First West Credit UnionNanaimo, British Columbia, Canada, Canada
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JC
Josh Cucksey
Colleague at First West Credit UnionVernon, British Columbia, Canada, Canada
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Kristina Lapierre
Colleague at First West Credit UnionLangley, British Columbia, Canada, Canada
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Tess Rose
Colleague at First West Credit UnionKelowna, British Columbia, Canada, Canada
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SG
Snehal Gaikwad
Colleague at First West Credit UnionNanaimo, British Columbia, Canada, Canada
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SS
Sarbjot Singh Jainpuri
Colleague at First West Credit UnionSurrey, British Columbia, Canada, Canada
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Rob Watkins
Colleague at First West Credit UnionCity Of Langley, British Columbia, Canada, Canada
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MC
Montana Cumming
Colleague at First West Credit UnionVancouver, British Columbia, Canada, Canada
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AP
Andrew Pitt
Colleague at First West Credit UnionGreater Vancouver Metropolitan Area, Canada
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Michael Fox education
Master Of Business Administration - Mba, Business Administration And Management, General
Bachelor Of Commerce - Bcom, Double Major In Finance And General Business
Frequently asked questions about Michael Fox
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What company does Michael Fox work for?
Michael Fox works for First West Credit Union.
What is Michael Fox's role at First West Credit Union?
Michael Fox is listed as Finance Operations Specialist at First West Credit Union.
Where is Michael Fox based?
Michael Fox is based in Ladner, British Columbia, Canada while working with First West Credit Union.
What companies has Michael Fox worked for?
Michael Fox has worked for First West Credit Union, Envision Financial, A Division Of First West Credit Union, The Graduate Student Society At Simon Fraser University, Coast Capital Savings, and Scotiabank.
Who are Michael Fox's colleagues at First West Credit Union?
Michael Fox's colleagues at First West Credit Union include Cathy Vazzaz, Sonia Donnelly, Josh Cucksey, Kristina Lapierre, and Tess Rose.
How can I contact Michael Fox?
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What schools did Michael Fox attend?
Michael Fox holds Master Of Business Administration - Mba, Business Administration And Management, General from Beedie School Of Business At Simon Fraser University.
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