Sandra Gorman , Cfp, Mmccu Email & Phone Number

Fredericton, NB, CA

Fredericton, New Brunswick, Canada

I work with a team of professionals to examine, monitor and assess the financial soundness, business strategies, and risk profile of specific financial institutions. This includes evaluating inherent risks of business functions, including credit risk, market risk, operational risk, and strategic risk. Responsibilities include reviewing financial.

Fredericton, NB

This position was the first in my career where I was not client facing. I spent the majority of my days calculating pension entitlements and was happiest when working on the more in-depth and complicated files. In addition to pension entitlements, I reviewed eligibility and completed calculations for Purchase of Service and Reciprocal Transfer requests.

Fredericton, NB

I worked with clients to develop a road map to financial independence. The main areas of advice included investment planning, retirement planning, insurance planning, tax planning and cash flow management. I also assisted clients with estate and education planning. While I am not currently an active financial planner, I remain committed to the belief that.

Woodstock, NB

While with the credit union, I worked in various roles with most of my time being in management positions. As the Branch Manager, I oversaw branch operations and risk management. I provided supervision, training, and coaching in the areas of cash management, expense control, compliance, and investment and lending services. Personnel oversight formed a.

Risk Management Certificate Of Professional Learning

Master Of Management, Cooperatives And Credit Unions, Business Administration And Management, General

Studies included global economics, governance and participation, accounting, marketing, technology and communications, leadership and.