Simon Genich Email & Phone Number

Toronto, Ontario, Canada

Oshawa, Ontario, Canada

Teaching Assistant for International Finance BUSI3480 which is a course offered for third and fourth year students.

Teaching Assistant for Corporate Finance (BUSI 2401U). Duties include leading tutorials to solve problems in an effective manner and communicating with students.

Toronto, Ontario, Canada

Provided support and delivered operational processes to ensure timely and accurate processing of securities and trade transactions are booked correctly in systems for clean downstream settlement. Provided guidance and execution in the support and booking of new strategies, and daily capture of transactional information to support downstream analytics and financial accounting processes. Supported the maintenance of appropriate governance and controls over the trade capture process. Communicated with internal and external clients like hedgefunds, pension funds, and asset management firms to perform trades and prepare for settlement by confirming and allocating trades. Developed a good understanding of Bloomberg to price and confirm fixed income securities.

Cobourg, Ontario, Canada

My time as a CEA involved handling customer transactions efficiently by following TD compliance and industry-wide guidelines. During my time at the bank, I have also made it my sole responsibility to deliver a legendary experience to every customer by seeing where TD products can help them financially and their overall well-being! On the frontline, I have been the best seller in terms of units sold and also help train new employees using the software to conduct transactions and be a role model for them.

Cobourg, Ontario, Canada

Developed an extensive understanding of the financial planning process and client on-boarding system.