Tammy Wood Email and Phone Number
Tammy Wood's Location
Maple Ridge, British Columbia, Canada, Canada
Tammy Wood's Contact Details
Tammy Wood work email
- Valid
- Valid
- Valid
Tammy Wood personal email
n/a
About Tammy Wood
A purpose driven partner with extensive experience working to support the demanding needs of an Executive office.
Tammy Wood's Current Company Details
Tammy Wood Work Experience Details
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Executive Assistant To Patrick Barron, Vice President, Corporate CitizenshipTelus Jan 2021 - PresentVancouver, British Columbia, Ca
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Senior Branch AdministratorCibc Wood Gundy Jun 2020 - Jan 2021Ca* People Management - Oversee the hiring, training, scheduling, supervision and performancemanagement of ~70 support staff in the branch. Manage the hiring process for all support staffroles including obtaining Head Office approval, participating in interviewing and selectingcandidates. Support Branch Manager in cultivating a performance oriented culture anddevelop strong employee relations with support staff by treating employees fairly andconsistently and maintaining excellent communication.* Operations/Administration – Oversee and manage day to day branch operations andadministration including coordination of office functions and events. Identify opportunities for increased efficiency and monitor and control branch budget and expenses to ensure profitability. Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses.* Sales Support & Customer Service – Ensure customer service standards and operational procedures are communicated and maintained by liaising among many departments within Wood Gundy. -
Executive Assistant To Managing Director & Global Head, Cibc Asset ManagementCibc Aug 2018 - Jun 2020Toronto, Ontario, Ca* Provide direct support to MD & Global Head of Institutional, Asset Specialist and National Sales for CIBC Asset Management * Execute complex travel and calendar management* Liase with global leadership team and OpCo for CIBC on behalf of the executive* Assist in managing events calendar and coordination for the institutional team* Administrative support including expense management, facilities oversight and various registrations* Handle highly confidential material on behalf of the executive while exercising discretion and operational due diligence * Prepare and screen confidential and global correspondence on behalf of the executive -
Executive Assistant, Investment Management Research, Cibc Asset ManagementCibc Jan 2017 - Aug 2018Toronto, Ontario, Ca* Support Managing Director and provide administrative support to Leadership Team as needed* Provide briefings/documentation for meetings and activities* Travel arrangements including meeting agendas, and research notes analysts * Various administration functions including expense reporting, presentation development, travel arrangements etc. * Maintain research database, including uploading research reports and inputting key sub-advisory personnel changes; work with analysts to improve functionality of interface* Liaise with internal and external contacts, including corporate compliance, HR and fund managers on behalf of the executive
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National Co-Ordinator, Cibc Trust CorporationCibc Dec 2012 - Jan 2017Toronto, Ontario, Ca* Support both the National Director, Private Wealth Management & Chief Operating Officer, CIBC Trust* Effectively manage monthly & quarterly reporting to COO, Direct Reports and partners such as account openings, DOE, GOE, GL reconciliations, Legal fees, Risk reporting, Losses & Complaints * Manager referral fee calculation and processing to all internal partners within CIBC* Manage onboarding/terminations for employees and maintain up-to-date accurate employee files* Organize necessary meetings for National Director, COO and Directs, orchestrate team events and collaborate with partners to execute wider team functions
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Financial Controls AnalystCibc Nov 2010 - Dec 2012Toronto, Ontario, Ca* Audit all reported sales from FPCs to ensure compliance with both CIBC/CFP and IIROC regulatory requirements* Manage Variable Compensation Target and Variable Compensation Bonus achievement reporting* Month End analysis of sales figures, resulting data and reporting, including new reports testing * Work collectively with Financial Controls team to ensure seamless closing of Fiscal Year End and resulting sales data, reporting, sales analysis and year over year comparisons * Audit of large account redemptions of CIBC sold products, follow-up and resulting claw backs/reversals
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Regional Associate, Cibc Financial PlanningCibc May 2007 - Nov 2010Toronto, Ontario, Ca* Support Regional Director with existing & new initiatives within region to support growth for CFP* Work with Financial Planning Consultants to resolve restricted accounts, client complaints and all regional reporting requirements* Accurately field/prioritize daily inquiries from Financial Planning Consultants and other partners, including Market Partners and FPC Associates* Review numerous reports and vet for accuracy & alignment with compliance guidelines * Organize quarterly regional meetings with market partners, third party and regional teams
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Executive Assistant To The President And Operations ManagerIgnite Excellence Inc. Jan 2006 - May 2007Toronto, On, Ca* Design, edit & publish all program materials; including but not limited to workbooks, trainer’s manuals, handouts/leave behinds, graphics and PowerPoint presentations* Operate as client liaison to ensure seamless execution & organization of training logistics for all programs, sessions an key note addresses; including travel and set-up* Uphold and administer Systems of Operations within the office, including client feedback, consultant program reviews, expense reports, data management, filing and on-line survey data analysis* Managed calendars for training programs, all consultants and President including personal calendar
Tammy Wood Skills
Training
Analysis
Management
Program Management
Payroll
Data Analysis
Accounting
Auditing
Policy
Internal Audit
Internal Controls
Sales
Strategic Financial Planning
Administration
Powerpoint
Testing
Sales Management
Editing
Newsletters
Financial Planning
Portfolio Management
Frequently Asked Questions about Tammy Wood
What company does Tammy Wood work for?
Tammy Wood works for Telus
What is Tammy Wood's role at the current company?
Tammy Wood's current role is Executive Assistant to Patrick Barron, Vice President, Corporate Citizenship TELUS.
What is Tammy Wood's email address?
Tammy Wood's email address is li****@****ail.com
What skills is Tammy Wood known for?
Tammy Wood has skills like Training, Analysis, Management, Program Management, Payroll, Data Analysis, Accounting, Auditing, Policy, Internal Audit, Internal Controls, Sales.
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