Ramiro Cardenas Email & Phone Number

Montreal, Quebec, Canada

• Dynamic English and French team manager with diverse division agents in client relationship training and service delivery of products and services
• First contact with escalated client inquiries
• Approval of trust accounting prior to processing client transactions up to $50k
• Mitigate daily escalated client-related inquiries
• Generate performance data aggregation and synthesized results leading to an effective standard operating procedures
• Promote learning through identifying learning opportunities within team experiences

Montreal, Quebec, Canada

• Develop and establish RRSP reporting procedure leading to a decrease of 200 working hours per year
• Propose operational solutions for moderate and complex issues related to client inquiries
• Attentive liaison between front line team and senior management
• Senior leader of division of 60 specialists in general and escalated client inquiries
• Ameliorate complex inquiries related to taxation, industry and regulations

Montreal, Quebec, Canada

• Critical analyses of investment markets and security valuation
• Strict adherence to internal controls, procedures, audit and verification processes
• Independent account management and resolution of asset allocation
• Detailed quarterly investment reporting
• First-line contact and advisor for prospective clients
• Solid knowledge in securities and operations accounting practices related to equities, fixed income, derivatives and global markets

Cfa Level 2 (Candidate), Chartered Financial Analyst

Cfa Level 1, Chartered Financial Analyst

Ethical and Professional Standards Quantitative Methods Economics Financial Reporting and Analysis Corporate finance Equity Investments.

Advanced Vba

Analyst Level 2

Bachelor Of Business Administration - Bba, Finance