William Corrigan Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Project Management | Operations | Continuous Improvement | GRCResponsible for preparing Grayhawk's portfolio management system, leading quality assurance, and working to improve the processes and software at Grayhawk. Building on recent experience championing new technologies to continuously improve everything going on behind the scenes at Grayhawk to increase efficiency and effectiveness of the business.Responsible for guiding cybersecurity committee and building IT/cybersecurity policy documentation. Additionally responsible for client service, administration, and compliance of day-to-day portfolio administration.

Northfront Financial is a boutique full-service financial planning firm serving individuals and families in Calgary, Alberta. We pride ourselves on being a different kind of investment firm. This stems from our humble roots, entrepreneurial spirit, and a culture of integrity and professionalism. Our goal is to offer the best investment products, services, advice, and ideas the financial industry has to offer from our experienced team, which includes individuals with the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), and Certified Financial Planner (CFP) designations.

Okotoks, Alberta

As a Junior Financial Planner, I work with individuals, families and businesses to help clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. The clients provide relevant financial information during an initial interview, answering questions about their financial lives including income, debt, expenses, and more, to provide a current full financial picture. Once the information is provided, I analyze the information and present realistic, meaningful recommendations based on their clients' financial situations and goals.At K.P. Power Financial Planners, we focus on providing comprehensive financial plans to our clients, which means we look at: creating goals, managing cash flow and debt, risk management strategies, investment planning, retirement planning, estate planning, and tax planning.We commit to our clients and ensure that we have, at a minimum, semi-annual plan reviews to ensure that the plan keeps up with our client's busy lives.

Calgary, Canada Area

My focus at TD Canada Trust is to provide the right solutions that meet the diverse needs of a new and established customer base through day-to-day account openings and maintenance, offering basic credit and investment counseling, and nurturing customer relationships.

Calgary

Part of the Residential Catastrophe Team-Performed legendary customer service to clients evacuating from Fort McMurray, along with the team that handled over 3,500 claims. -Facilitated relationships between clients, corporate vendors, and TD Insurance-Met targets of closed claims set out by corporate management-Managed special projects sent out to the rest of the student team-Was provided an extension to regular summer employment

Calgary, Canada Area

Began working as President of Mount Royal University's campus club in March.-Facilitated workshops and end of year events-Frequently held meetings with faculty, executives, and general memberships to establish communication and expectations-Established project work and events-Delegated tasks to the executive team, continually providing support and quality control

Calgary, Canada Area

Voted in as Vice President of the Marketing Society three months after joining Mount Royal's campus club.-Planned networking events and workshops throughout the school year with alumni and professionals within the marketing industry-Assisted in project managing two pro bono projects for Wild Sparkling Tea and the Drop-In Centre

Calgary, Canada Area

Continued to perform managerial duties on a part-time basis throughout the school year.

Calgary, Canada Area

Returning summer contract manager at the McKenzie Towne location. Previously held the same position in 2014. -Managed staff of roughly 75 employees.-Participated in creating a weekly schedule, budgeting labor costs, and ensuring labor targets were met-Ensured quality of service, provided resolution to issues that arose during service-Handled large amounts of money, reconciling cash from cash and credit sales-Helped plan summer events on the patio

Melbourne, Australia

Managed a team of door to door commission based sales associates. Provided incentives to reach weekly goals set out by the corporation, and ensured that the goals were met.