Monali Panda Email & Phone Number

With a passion for finance and a CMA (USA) certification, I am a customer service specialist at Questrade Financial Group, where I deliver a high level of service to clients and collaborate with my team and managers to resolve issues and meet objectives. I assist clients with trading, account transfers, and technical support, and educate them about TFSA, RRSP, and other registered and non-registered accounts. I have also demonstrated my skills in operations and problem solving by managing multitasking and prioritization effectively in a dynamic environment and researching relevant details and solutions for client concerns.I hold a bachelor's degree in commerce with honours in finance from Alliance University, India and a postgraduate certificate in financial planning from Seneca College, Canada, which has enhanced my knowledge of the Canadian financial sector. I have also earned multiple certifications from the Institute of Management Accountants (IMA), including Blockchain 101, Statement of Cashflows, and Data Analytics and Visualization Fundamentals, showing my commitment to continuous learning and improvement. My goal is to explore my potential and gain practical experience in the field of finance while aligning my personal and professional growth with organizational goals. I am looking for a creative and competitive position that offers me an opportunity for self-improvement and leadership, as well as a chance to apply my skills and competencies to the benefit of the organization and its stakeholders.