Natasha Philomina Paul
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Natasha Philomina Paul Email & Phone Number

Finance Professional at Investment Planning Counsel
Location: Mississauga, Ontario, Canada 7 work roles 2 schools
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Current company
Investment Planning Counsel
Role
Finance Professional
Location
Mississauga, Ontario, Canada
Company size
1047 employees

Who is Natasha Philomina Paul? Overview

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Natasha Philomina Paul is listed as Finance Professional at Investment Planning Counsel, a company with 1047 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Natasha Philomina Paul.

Natasha Philomina Paul previously worked as Licensed Assistant at Investment Planning Counsel and Investment Specialist at Bmo Wealth Management - Canada. Natasha Philomina Paul holds Post Graduate Diploma In Business Administration, (Dual Specialisation) Human Resources Management And Finance from Loyola Institute Of Business Administration.

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Investment Planning Counsel

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About Natasha Philomina Paul

Management professional with 4 years of experience in Retail Banking and Wealth Management.

Listed skills include Microsoft Word, Customer Service, Management, Powerpoint, and 13 others.

Current workplace

Natasha Philomina Paul's current company

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Investment Planning Counsel
Investment Planning Counsel
Finance Professional
mississauga, ontario, canada
Website
ipcc.ca
Employees
1047
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Company profile
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7 roles

Natasha Philomina Paul work experience

A career timeline built from the work history available for this profile.

Wealth Counselor

Citi

Chennai Area, India

- Provided Investment and Insurance solutions to medium and high-net worth salaried individuals. - Dealt with Mutual Funds, Portfolio Management Services and Structured Products; Life Insurance, Whole life insurance plans, ULIPs and general insurance (health, personal accident & motor)

Feb 2018 - Apr 2020

Relationship Manager - Sales Management Associate

Citibank India

Cochin Area, India

- Client acquisition and Business Development for the local branch- Co-ordinate Citigold business events, customer Meet & Greet and other promotional activities to solicit new accounts- Review product penetration and Ensure coverage of all relationships through customer engagements, risk profiling and financial planning - Digital banking uptake ambassador.

May 2017 - Jan 2018

Summer Intern

Reserve Bank Of India (Rbi)

Chennai Area, India

- Submitted a research paper on 'Impact of Corporate Governance on Indian Banks (Some Key Performance Indicators) to the Department of Banking Supervision, Reserve Bank of India, Regional H.Q, Chennai- The research involved determining and defining correlation between characteristic features of Corporate Governance regulations of the Reserve Bank of India.

Apr 2016 - Jun 2016

Student Member Of Placement Committee

Loyola Institute Of Business Administration

Chennai Area, India

-Plan, organise and execute the campus placement process.-Identify opportunities and create interactive relationships between corporates and the institute.-Develop a loyal corporate network through regular engagement and outreach

May 2015 - Mar 2016
Team & coworkers

Colleagues at Investment Planning Counsel

Other employees you can reach at ipcc.ca. View company contacts for 1047 employees →

BP Bryan Parlee Bryan Parlee Colleague at Investment Planning CounselToronto, Ontario, Canada, Canada View → GB Gary Brewer Gary Brewer Colleague at Investment Planning CounselBurlington, Ontario, Canada, Canada View → TD Tracie Dubay (Ipc Calgary) Tracie Dubay (Ipc Calgary) Colleague at Investment Planning CounselCalgary, Alberta, Canada, Canada View → AF Andrew Fan Andrew Fan Colleague at Investment Planning CounselGreater Toronto Area, Canada, Canada View → MM Mitali Mistry Mitali Mistry Colleague at Investment Planning CounselSarnia, Ontario, Canada, Canada View → MW Michael Wynne Ba Michael Wynne Ba Colleague at Investment Planning CounselGreater Toronto Area, Canada, Canada View → SF Sam Finds Sam Finds Colleague at Investment Planning CounselSuffolk County, Massachusetts, United States, United States View → WR Warren Rody Warren Rody Colleague at Investment Planning CounselCalgary, Alberta, Canada, Canada View → RM Ronald Mackillop,Cfp,Clu Ronald Mackillop,Cfp,Clu Colleague at Investment Planning CounselOttawa, Ontario, Canada, Canada View → RM Randy Mckay, Pfp Randy Mckay, Pfp Colleague at Investment Planning CounselOttawa, Ontario, Canada, Canada View →
2 education records

Natasha Philomina Paul education

FAQ

Frequently asked questions about Natasha Philomina Paul

Quick answers generated from the profile data available on this page.

What company does Natasha Philomina Paul work for?

Natasha Philomina Paul works for Investment Planning Counsel.

What is Natasha Philomina Paul's role at Investment Planning Counsel?

Natasha Philomina Paul is listed as Finance Professional at Investment Planning Counsel.

Where is Natasha Philomina Paul based?

Natasha Philomina Paul is based in Mississauga, Ontario, Canada while working with Investment Planning Counsel.

What companies has Natasha Philomina Paul worked for?

Natasha Philomina Paul has worked for Investment Planning Counsel, Bmo Wealth Management - Canada, Citi, Citibank India, and Reserve Bank Of India (Rbi).

Who are Natasha Philomina Paul's colleagues at Investment Planning Counsel?

Natasha Philomina Paul's colleagues at Investment Planning Counsel include Bryan Parlee, Gary Brewer, Tracie Dubay (Ipc Calgary), Andrew Fan, and Mitali Mistry.

How can I contact Natasha Philomina Paul?

You can use AeroLeads to view verified contact signals for Natasha Philomina Paul at Investment Planning Counsel, including work email, phone, and LinkedIn data when available.

What schools did Natasha Philomina Paul attend?

Natasha Philomina Paul holds Post Graduate Diploma In Business Administration, (Dual Specialisation) Human Resources Management And Finance from Loyola Institute Of Business Administration.

What skills is Natasha Philomina Paul known for?

Natasha Philomina Paul is listed with skills including Microsoft Word, Customer Service, Management, Powerpoint, Public Speaking, Leadership, Research, and Project Management.

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