Rahul Coelho Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

I managed a portfolio of 250+ high net worth client families with $200M+ assets under management. Provided comprehensive, personalized financial planning and wealth management advice by preparing new financial plans and building on existing ones for different client goals at different life stages including education, home ownership, real estate expansion, retirement and estate planning.Provided investment advice and tailored recommendations though CIBC's high net worth… Show more I managed a portfolio of 250+ high net worth client families with $200M+ assets under management. Provided comprehensive, personalized financial planning and wealth management advice by preparing new financial plans and building on existing ones for different client goals at different life stages including education, home ownership, real estate expansion, retirement and estate planning.Provided investment advice and tailored recommendations though CIBC's high net worth discretionary Investment Management services platform.Performed credit analysis and structuring applications for unsecured and residential real estate secured credit facilities between $1M-$10M. Show less

Toronto, Canada Area

Toronto, Canada Area

St. Catharines, Niagara Region

-Worked in the event marketing department-Assisted in developing and implementing marketing strategies to promote events via traditional and social media means-Fostered online communications by working through different social media platforms-Created and designed graphics to be used as promotional material for monthly events-Published press releases and managing other forms public relations communication to help inform and market new events-Designed and developed… Show more -Worked in the event marketing department-Assisted in developing and implementing marketing strategies to promote events via traditional and social media means-Fostered online communications by working through different social media platforms-Created and designed graphics to be used as promotional material for monthly events-Published press releases and managing other forms public relations communication to help inform and market new events-Designed and developed presentations used as the backdrop for various events Show less

Burlington, Ontario

-Maintained fast and efficient checkout service to hundreds of customers weekly to serve as many as possible-Provided quality customer service by clarifying any customer inquiries on groceries and store policies at the checkout-Upsold multiple Walmart MasterCard’s at the register to various customers checking out daily-Helped raise money for various charities & causes that Walmart supports throughout the year-Balanced daily cash register receipts and balanced tills after daily… Show more -Maintained fast and efficient checkout service to hundreds of customers weekly to serve as many as possible-Provided quality customer service by clarifying any customer inquiries on groceries and store policies at the checkout-Upsold multiple Walmart MasterCard’s at the register to various customers checking out daily-Helped raise money for various charities & causes that Walmart supports throughout the year-Balanced daily cash register receipts and balanced tills after daily store hours-Resolved customer complaints and concerns during checkout Show less