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Dave B. Espinosa is listed as Business Analysis Data Analysis Business Intelligence Power Above C Level based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Dave B. Espinosa.
Dave B. Espinosa previously worked as Client Success Representative at Coinsquare and Investor Relations Associate at Cibc. Dave B. Espinosa holds Data Bootcamp Certificate, Business Analytics Applied Business Inteligence from Weclouddata.
Experienced financial specialist with a decade in frontline credit, investment & banking. Expertise in financial reporting and modeling. Collaborative problem-solver driving results to meet stakeholder needs. Seasoned in Bitcoin & digital currency markets. Familiar with blockchain tech, trading, market trends, risk management and regulatory adherence. An adept data analyst who uses natural curiosity to unlock insights and empower data-driven decision-making.
A career timeline built from the work history available for this profile.
Toronto, Ontario, Canada
Handled customer inquiries related to buying, selling, and trading cryptocurrencies.Skilled in troubleshooting technical issues and resolving customer complaints with professionalism and empathy. Monitored risk activity to mitigate fraud and money laundering threats. Employed KYC best practices. Communicated financial analyses and recommendations to.
Toronto, Ontario, Canada
Built and maintained relationships with clientsAnalyzed investment opportunities and made recommendations based on client investment objectivesMonitored client portfolios to ensure they met investment objectivesPromoted CIBC's investment products and services to clientsCollaborated with other professionals to provide comprehensive financial.
Toronto, Ontario, Canada
Excelled in building strong relationships with clients by actively listening to their needs and providing tailored solutions. Possessing a proficiency in financial products and services, providing sound advice to clients in areas such as investment management, retirement planning, mortgaging planning and budget development. Consistently exceeded sales.
Toronto, Ontario, Canada
Responsible for answering customer inquiries, resolving issues, processing transactions, and promoting credit card products. High volume sales achievements coupled with cross selling between departments to resolve issues, and promote new products and offers to potential customers.
Toronto
Dedicated to enhancing customer satisfaction and driving retention as a skilled negotiator, I handle customer inquiries, complaints, and escalations with professionalism and empathy, ensuring exceptional customer experiences.Leveraging my in-depth knowledge of Virgin Mobile's products and services, I analyze customer accounts to identify opportunities for.
Applied Business Intelligence is about using data to help solve problems in the business world. It involves using computer tools like.
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Dave B. Espinosa is listed as Business Analysis Data Analysis Business Intelligence Power Above C Level.
Dave B. Espinosa is based in Toronto, Ontario, Canada.
Dave B. Espinosa has worked for Coinsquare, Cibc, and Virgin Mobile Canada Holding Corp.
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Dave B. Espinosa holds Data Bootcamp Certificate, Business Analytics Applied Business Inteligence from Weclouddata.
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