Roxanne Carter work email
- Valid
Roxanne Carter personal email
I am a professional leader with extensive experience in change management, client advocacy and relationship-building. Throughout the course of my career, I have assisted financial advisors in all stages of the financial planning process from initial client meetings to implementing financial plans to monitoring the outcomes of the plans. Trusted to make decisions that produce results, I anticipate unusual cases and offer solutions to complex issues. Thinking outside the box, I am naturally curious about innovative business growth processes, ideas and trends.My passion for continuously improving projects and processes enables me to navigate through workflows seamlessly and efficiently. I can analyze databases and reports, read financial statements and am quick to learn new software programs. Using my research, analytical and organizational skills, I consistently identify new business opportunities, implement processes to minimize processing errors, enhance the client service experience and act as a resource for team members to grow.I believe in relationship-driven partnerships based on trust, respect and collaboration and enjoy all activities that result in clients achieving their financial goals.
-
Digital ConsultantFinancial Horizons May 2023 - PresentKitchener, Ontario, Canada -
Director Of Investment OperationsNavigator Financial Corp. Sep 2021 - Oct 2022London, Ontario, Canada -
Investment AssociateNavigator Financial Corp. May 2015 - Sep 2021London, Ontario, Canada -
Financial Advisor AssistantManulife Aug 2010 - May 2015London, On -
Executive Assistant To President/AdvisorHolliswealth May 2003 - Jun 2010Windsor, On -
Financial Advisor AssistantHolliswealth Jan 2001 - Apr 2003London, On -
Marketing AssociateDundee Securities May 2000 - Jan 2001London, On
Roxanne Carter Skills
Roxanne Carter Education Details
-
Sociology Of Population, Aging And Health -
Business Marketing Diploma
Frequently Asked Questions about Roxanne Carter
What company does Roxanne Carter work for?
Roxanne Carter works for Financial Horizons
What is Roxanne Carter's role at the current company?
Roxanne Carter's current role is Digital Consultant.
What is Roxanne Carter's email address?
Roxanne Carter's email address is ro****@****cial.ca
What schools did Roxanne Carter attend?
Roxanne Carter attended Western University, Fanshawe College.
What skills is Roxanne Carter known for?
Roxanne Carter has skills like Customer Service, Wealth Management, Strategic Planning, Investments, Financial Planning, Retirement Planning, Investment Strategies, Financial Services, Mutual Funds, Financial Advisory, Microsoft Office, Training.
Not the Roxanne Carter you were looking for?
-
Roxanne Carter-Thompson
Charlottetown, Pe -
roxanne carter
Canada -
-
Ann N. Carter
Executive Advisor To The Chief Information Officer/Assistant Deputy MinisterToronto, On
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial