Will Chapple, Cfa, Cfp Email & Phone Number

Toronto, Ontario, Canada

As a member of The Horan Team my primary focus is to assist in the day to day trading and administration of the business.

Toronto, Canada Area

• Analysed portfolio holdings of advisors in the Managed Portfolio Program on a quarterly basisensuring sector diversification, compliance and client suitability standards• Recorded and approved all MPP documentation and supported advisor teams with this process• Acted as main point of contact for all administrative requests for MPP, including policyclarification, general program information and rejected account information.• Attended Portfolio Manager meetings and conferences staying informed in the industry

Toronto

• Calculated interest payments on early redemptions and compounding GIC’s demonstrating high attention to detail • Showed a solid understanding of Excel and Access in addition to Broadridge platform on a daily basis• Analyzed and resolved problematic transactions both individually and as a team using excellent communication skills• Assisted financial advisors daily resolving inquiries promptly and accurately

• Developed and retained profitable client relationships through promotion of the Bank’s products and services• Instrumental to the overall success of the Bank through excellent client services while adhering to operational procedures and policies • Displayed confidence and understanding by ensuring client transactions completed were comprehensive and accurate with strong knowledge of Forms Free Teller• Responded to and resolved customer inquiries and concerns in a timely manner