Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Susan M Carpenter is listed as Financial Services/ Writer at Scotia Wealth Management, a company with 3 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Susan M Carpenter.
Susan M Carpenter previously worked as Senior Associate at Scotia Wealth Management and Manuscript Reviewer at The Alexandra Writers’ Centre Society. Susan M Carpenter holds Ba Honours, English Language And Literature/Letters from Western University.
This section adds company-level context without repeating Susan M Carpenter's masked contact details.
Review company-level records connected to Susan M Carpenter before choosing the right outreach path.
A storyteller and relationship builder in business and the arts, I am an analytical creative with experience in financial services, communications, teaching, writing, and editing. In financial services, I help clients achieve their financial goals through personalized and comprehensive administration, customer service, communications, marketing, and wealth management solutions. I have the Canadian Securities Course, Conducts and Practices Handbook, and the Wealth Management Essentials Course from the Canadian Securities Institute, as well as a Public Relations Certificate from Mount Royal University, and a BA Honours in English from Western University. As a teacher of creative writing, and a manuscript reviewer I am an empathetic mentor. I am also a passionate and award-winning writer in creative fiction and non-fiction, and have produced a short film and play. As well as an actor in film and on stage. I enjoy volunteering in the arts, with animals, and with seniors.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Calgary, Alberta, Canada
I enjoy helping clients achieve their goals through personalized and comprehensive financial solutions, proactive communication, administration, and customer service. A dedicated, detail-oriented, and passionate team player, I support the daily management of the Blaine Gregg Group to deliver top-tier wealth management.
Calgary, Alberta, Canada
Review member manuscripts (short stories, novels, non-fiction, screenplays, and plays) to provide constructive feedback from substantive edits to line edits to mentor the writer and support their work.
Eighth Avenue Place Calgary
Simplified administration, facilitated customer service, managed compliance, and executed marketing (website, newsletter, LinkedIn, and events) for experienced and established wealth management teams. Managed conversion of clients from transactional to fee-based wealth management to balance client returns and risk management with more robust.
Online
Facilitation of a cohort of writers working through The Story Intensive online course similar to an MFA in short stories. Edited students' assignments, fostered discussion and learning of the craft.
Calgary
Wrote communication materials for employees of our clients (i.e. newsletters, brochures, pension and benefit booklets, intranet content, letterhead design). Travelled to clients' employee Focus Groups to test new benefits package choices and compile report.
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
Christina Rossi (Lieberenz)
Colleague at Scotia Wealth ManagementGreater Ottawa Metropolitan Area, Canada
View →
CN
Cathy Ning
Colleague at Scotia Wealth ManagementMarkham, Ontario, Canada, Canada
View →
DP
Doina Plamadeala
Colleague at Scotia Wealth ManagementSt Constant, Quebec, Canada, Canada
View →
JP
Joseph Paolini
Colleague at Scotia Wealth ManagementGuelph, Ontario, Canada, Canada
View →
AM
Abdullah Masood
Colleague at Scotia Wealth ManagementGreater Sudbury, Ontario, Canada, Canada
View →
SB
Simon Bilodeau, Mba, Cim
Colleague at Scotia Wealth ManagementGreater Quebec City Metropolitan Area, Canada
View →
A(
Andrew (Hokeun) Lee, Cpa
Colleague at Scotia Wealth ManagementGreater Vancouver Metropolitan Area, Canada
View →
QW
Quinn Waller, Pfp
Colleague at Scotia Wealth ManagementMississauga, Ontario, Canada, Canada
View →
SM
Steven Marosik
Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada, Canada
View →
NF
Nicholas Francis
Colleague at Scotia Wealth ManagementToronto, Ontario, Canada, Canada
View →
Canadian Securities Course, CPH, PFP and Wealth Managers courses
Quick answers generated from the profile data available on this page.
Susan M Carpenter works for Scotia Wealth Management.
Susan M Carpenter is listed as Financial Services/ Writer at Scotia Wealth Management.
Susan M Carpenter is based in Calgary, Alberta, Canada while working with Scotia Wealth Management.
Susan M Carpenter has worked for Scotia Wealth Management, The Alexandra Writers’ Centre Society, Bmo Nesbitt Burns Inc., Sarah Selecky Writing School, and William M Mercer Ltd..
Susan M Carpenter's colleagues at Scotia Wealth Management include Christina Rossi (Lieberenz), Cathy Ning, Doina Plamadeala, Joseph Paolini, and Abdullah Masood.
You can use AeroLeads to view verified contact signals for Susan M Carpenter at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
Susan M Carpenter holds Ba Honours, English Language And Literature/Letters from Western University.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Susan M Carpenter you were looking for.
