Ehab Memon Email & Phone Number
@scotiabank.com
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Who is Ehab Memon? Overview
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Ehab Memon is listed as Client Services Associate at Cumberland Private Wealth Management Inc., a with 46 employees, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Ehab Memon.
Ehab Memon previously worked as Investment Specialist at Scotiabank and ASCEND Investment Specialist Associate at Scotiabank. Ehab Memon holds Business Administration - Advanced Diploma, Financial Planning from Seneca College.
Email format at Cumberland Private Wealth Management Inc.
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AeroLeads found 1 current-domain work email signal for Ehab Memon. Compare company email patterns before reaching out.
About Ehab Memon
Ehab Memon is a Client Services Associate at Cumberland Private Wealth Management Inc.. He is proficient in French, Urdu, Hindi, Sindhi and English.
Ehab Memon's current company
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Ehab Memon work experience
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Investment Specialist
- Proactively prospect target clients and book a minimum of 5 meetings per week to maintain the sales pipeline. - Meet weekly mutual funds sales targets of $125,000.- Conduct market research and news analysis to generate up-to-date investment recommendations for clients. - Educate clients regarding tax implications on different accounts (RRSP, TFSA, RESP).- Execute client trades and redemptions in accordance with compliance requirements.
Ascend Investment Specialist Associate
- Proactively prospect target clients and conduct discovery sessions.- Uncover and understand the client's needs to provide suitable recommendations and investment products. - Establish and continually maintain client relationships using salesforce. - Prepare client presentations using Morningstar, Excel, and PowerPoint. - Track weekly metrics (cold-calls, meetings booked) to identify areas of improvement.
Resident Advisor
- Proactively engage with residents to provide guidance and support.- Establish and maintain a relationship with 50 assigned residents. - Encourage and monitor participation in weekly skill-builds and social activities. - Prepare monthly skill-build presentations using PowerPoint and prezi.Submit weekly incident and person of concern reports to Residence Life Manager
Customer Service Representative
Colleagues at Cumberland Private Wealth Management Inc.
Other employees you can reach at cumberlandprivate.com. View company contacts for 46 employees →
Polina Pali, Cfa
Colleague at Cumberland Private Wealth Management Inc.Calgary, Alberta, Canada
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James Nickerson, Cfa, Cmt
Colleague at Cumberland Private Wealth Management Inc.Calgary, Alberta, Canada
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Stephanie Paull
Colleague at Cumberland Private Wealth Management Inc.Peterborough, Ontario, Canada
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Olivia Risavy
Colleague at Cumberland Private Wealth Management Inc.Toronto, Ontario, Canada
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Ekta Bhumri, Cpa Cga
Colleague at Cumberland Private Wealth Management Inc.Canada
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Gary Perron
Colleague at Cumberland Private Wealth Management Inc.Canada
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Brent Smith
Colleague at Cumberland Private Wealth Management Inc.Toronto, Ontario, Canada
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Mdlw Lowe
Colleague at Cumberland Private Wealth Management Inc.North York, Ontario, Canada
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Abigail T.
Colleague at Cumberland Private Wealth Management Inc.Toronto, Ontario, Canada
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Michael Orlando, Cim, Cfp
Colleague at Cumberland Private Wealth Management Inc.Greater Toronto Area, Canada
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Ehab Memon education
Frequently asked questions about Ehab Memon
Quick answers generated from the profile data available on this page.
What company does Ehab Memon work for?
Ehab Memon works for Cumberland Private Wealth Management Inc..
What is Ehab Memon's role at Cumberland Private Wealth Management Inc.?
Ehab Memon is listed as Client Services Associate at Cumberland Private Wealth Management Inc..
What is Ehab Memon's email address?
AeroLeads has found 1 work email signal at @scotiabank.com for Ehab Memon at Cumberland Private Wealth Management Inc..
Where is Ehab Memon based?
Ehab Memon is based in Greater Toronto Area, Canada while working with Cumberland Private Wealth Management Inc..
What companies has Ehab Memon worked for?
Ehab Memon has worked for Cumberland Private Wealth Management Inc., Scotiabank, Campus Living Centres, and Pizza Hut.
Who are Ehab Memon's colleagues at Cumberland Private Wealth Management Inc.?
Ehab Memon's colleagues at Cumberland Private Wealth Management Inc. include Polina Pali, Cfa, James Nickerson, Cfa, Cmt, Stephanie Paull, Olivia Risavy, and Ekta Bhumri, Cpa Cga.
How can I contact Ehab Memon?
You can use AeroLeads to view verified contact signals for Ehab Memon at Cumberland Private Wealth Management Inc., including work email, phone, and LinkedIn data when available.
What schools did Ehab Memon attend?
Ehab Memon holds Business Administration - Advanced Diploma, Financial Planning from Seneca College.
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