Sovann Meas Email & Phone Number

Part of the Member Services Team, provides support to new client acquisitions from various channels, including the underwriting of new mortgage loans. Ability to build and collaborate relationships, identifying and directing new business towards wealth management. Pioneer excellent client experiences leading to the renewal current GIC accounts. Coach a.

Waterloo, Ontario, Canada

As the Mutual Fund Investment Specialist, secured $1 million in new assets with an additional $1 million in the pipeline during the last 12 months in the role. Designed and detailed financial strategies for credit union members to include retirement, education, asset allocation and risk management plans. Demonstrated a team-oriented approach with existing.

Toronto, Ontario, Canada

Scotia Private Investment Counsel. Dedicated client servicing role with a focus on creating capacity and value-added client activities. Progressively improved career assessment reviews including recognition as Scotiabank’s “Top Individual in Global Wealth & Insurance” in 2014. Sourced and funded $1.5 million in 2015 from multiple key partners by.

Kitchener, Ontario, Canada

Provided exceptional service to clients by processing a variety of banking transactions in an efficient and friendly manner; consistent and strong understanding of retail operating policies and procedures. Assisted in referrals of sales and business opportunities for other team members, eventually leading to a promotion into a support and business.

New Hamburg, Ontario, Canada

Upgraded the plant quality by creating inventory lists for maintenance, chemical products and all Material Safety Data Sheets (MSDS) to satisfy the requirements to obtain the company’s first Hazard Analysis and Critical Control Point (HACCP) certification. Improved employee training programs by creating new PowerPoint presentations for topics such as.