Financial Wellness Partner
Current
Mar 2023 - Present
AeroLeads people directory · profile
Teresa Raju Email & Phone Number
Financial Wellness Partner
at
Bromwich+Smith
1 work email found
@bromwichandsmith.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Wellness Partner
Location
Calgary, Alberta, Canada
Company size
Who is Teresa Raju? Overview
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Quick answer
Teresa Raju is listed as Financial Wellness Partner at Bromwich+Smith, a company with 74 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at bromwichandsmith.com and a matched LinkedIn profile for Teresa Raju.
Teresa Raju previously worked as Client Care Manager at Immigrant Services Calgary and Remote Digital Marketing Consultant/ Sales Lead at Indigo Marketing Agency. Teresa Raju holds Conduct & Practices Handbook Course, Investments And Securities from Canadian Securities Institute.
Company email context
Email format at Bromwich+Smith
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{first}.{last}@bromwichandsmith.com
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AeroLeads found 1 current-domain work email signal for Teresa Raju. Compare company email patterns before reaching out.
Profile bio
About Teresa Raju
Strategic and collaborative professional with 10+ years of experience in Relationship Building, Customer Service, and Advising. Managed an overall operation, business relations, and liaison between management and sales teams. Supported clients in developing their marketing strategies and utmost professionalism with growth and measurable results. Provided consultation and advice for client’s needs to effectively develop strategic goals.
Listed skills include Customer Service, Adp Payroll, Tax Preparation, Coordinating Events, and 37 others.
Current workplace
Teresa Raju's current company
Company context helps verify the profile and gives searchers a useful next step.
Bromwich+Smith
8 roles · 19 years
Teresa Raju work experience
A career timeline built from the work history available for this profile.
Client Care Manager
Managed the Client Care Team consisting of 2 Client Care Team Leads and 22 Client Care Representatives.Recommended process Improvements, created workflows & implemented KPIs related to Client Care.Led the Client Care department through the roll-out of Salesforce and ongoing enhancements to improve performance results and deliver client-centric and timely.
Jan 2022 - Oct 2022
Remote Digital Marketing Consultant/ Sales Lead
Led remote marketing strategy consultations to Independent Financial Advisors and Increased business growth by 40 new client accounts.Managed client onboarding from outbound sales calls, account sign up to, following up on overdue accounts, customer service, responded to client inquiries through email, phone, and social. To Kick-off meeting, creating.
2020 - 2021
~1 yr
Team Lead
Atb Wealth
Provided direction, and guidance on processes to a team of 18 Financial Advisors with the end goal of delivering an amazing client experience. Recommended investment solutions to help clients become better investors, reach their financial goals and achieve happiness. Accomplished Growth Achievers 35, 35- Achieving 35 accounts with $350,000 in gross.
2018 - 2020
~2 yrs
Personal Relationship Manager
Developed and managed a large book of business. Educated personal and business clients about our products and services and provided recommendations that would fit their needs.Strong Relationship Building and Account Management skills demonstrated with my client base. Built a large book of business eclipsing 900 clients through warm calling ATB CRM.
2015 - 2018
~3 yrs
Personal Banking Specialist
Account Management, providing solutions for: Business Accounts, Mortgages, Home Equity Line of Credits, Loans- Personal & Consolidation, MasterCards, Student Banking, Investments- GIC's, RRSP, TFSA, RESP, Banking for New Canadians.Networked with businesses in the surrounding area to market my branch, our Group Financial Services and MasterCard programs..
2013 - 2015
~2 yrs
Team Lead
Provided coaching, training, and direction to my team.Planned, organized, and execute business building and community outreach initiatives.Developed a consistent training program for employees.Structured monthly sales incentives to motivate employees.
2010 - 2013
~3 yrs
Senior Business Associate
Educated clients on Saving, and Borrowing solutions that would fit their needs. Client Relations, Community Outreach.Consistently Exceeded monthly and annual performance goals by 10% annually. Awarded with MVP by my colleagues at the National Sales Conference with ING DIRECT.
2007 - 2010
~3 yrs
Team & coworkers
Colleagues at Bromwich+Smith
Other employees you can reach at bromwichandsmith.com. View company contacts for 74 employees →
LC
Lalitha Chilamakuri
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
JV
Janet Varga
Colleague at Bromwich+Smith
Kelowna, British Columbia, Canada, Canada
View →
GM
Greg Martin
Colleague at Bromwich+Smith
Surrey, British Columbia, Canada, Canada
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PM
Priyaparna Majumdar Phani
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
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JK
James Keen
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
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JP
Jeymi Patricia L.
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
CR
Connie-Marie Riedlhuber
Colleague at Bromwich+Smith
Lethbridge, Alberta, Canada, Canada
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NM
Nicole Marshall
Colleague at Bromwich+Smith
Greater Calgary Metropolitan Area, Canada
View →
NM
Nikki Maniatis
Colleague at Bromwich+Smith
Canada, Canada
View →
LL
Luke Luyten, Eng.
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
Lalitha Chilamakuri
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
JV
Janet Varga
Colleague at Bromwich+Smith
Kelowna, British Columbia, Canada, Canada
View →
GM
Greg Martin
Colleague at Bromwich+Smith
Surrey, British Columbia, Canada, Canada
View →
PM
Priyaparna Majumdar Phani
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
JK
James Keen
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
JP
Jeymi Patricia L.
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
CR
Connie-Marie Riedlhuber
Colleague at Bromwich+Smith
Lethbridge, Alberta, Canada, Canada
View →
NM
Nicole Marshall
Colleague at Bromwich+Smith
Greater Calgary Metropolitan Area, Canada
View →
NM
Nikki Maniatis
Colleague at Bromwich+Smith
Canada, Canada
View →
LL
Luke Luyten, Eng.
Colleague at Bromwich+Smith
Calgary, Alberta, Canada, Canada
View →
3 education records
Teresa Raju education
Conduct & Practices Handbook Course, Investments And Securities
Canadian Securities Institute
Canadian Securities Licence
Canadian Securities Institute
Business Administration And Management, General
Sait
FAQ
Frequently asked questions about Teresa Raju
Quick answers generated from the profile data available on this page.
What company does Teresa Raju work for?
Teresa Raju works for Bromwich+Smith.
What is Teresa Raju's role at Bromwich+Smith?
Teresa Raju is listed as Financial Wellness Partner at Bromwich+Smith.
What is Teresa Raju's email address?
AeroLeads has found 1 work email signal at @bromwichandsmith.com for Teresa Raju at Bromwich+Smith.
Where is Teresa Raju based?
Teresa Raju is based in Calgary, Alberta, Canada while working with Bromwich+Smith.
What companies has Teresa Raju worked for?
Teresa Raju has worked for Bromwich+Smith, Immigrant Services Calgary, Indigo Marketing Agency, Atb Wealth, and Atb Financial.
Who are Teresa Raju's colleagues at Bromwich+Smith?
Teresa Raju's colleagues at Bromwich+Smith include Lalitha Chilamakuri, Janet Varga, Greg Martin, Priyaparna Majumdar Phani, and James Keen.
How can I contact Teresa Raju?
You can use AeroLeads to view verified contact signals for Teresa Raju at Bromwich+Smith, including work email, phone, and LinkedIn data when available.
What schools did Teresa Raju attend?
Teresa Raju holds Conduct & Practices Handbook Course, Investments And Securities from Canadian Securities Institute.
What skills is Teresa Raju known for?
Teresa Raju is listed with skills including Customer Service, Adp Payroll, Tax Preparation, Coordinating Events, Microsoft Office, Project Management, Training, and Community Outreach.
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