Financial Associate@ CIBC Wood Gundy
Calgary, Alberta, Canada
Branden Stewart
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The University of Lethbridge
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Tell me more about Branden Stewart?
FlashIntel GPTBranden Stewart is an experienced Client Associate with 13.6 years of work experience in the financial services industry. Based in Calgary, Canada, he is skilled in leadership, customer experience, financial advisory, team building, and social media. Branden works closely with the McLeod Financial Group to help manage portfolios and develop new business. He actively engages with high net worth clients to provide support, uncover business opportunities, and improve their client experience.
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About
Experienced Client Associate with a demonstrated history of working in the financial services industry. As a part of a team that goes above and beyond for their clients. As a Client Associate, I work closely with our advisory team at the McLeod Financial Group to help manage our portfolios and develop new business. I directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve their client experience.
Work Experience
Financial Associate
Financial Services
Branden Stewart's Professional Milestones
- Account Manager (2011-03-01~2014-01-01): Building strong relationships with local businesses and implementing effective strategies to increase customer satisfaction and retention.
- Financial Associate (2014-01-01~): Contributed to financial operations through strategic planning, effective analysis, and strategic resource allocation.
Education
Management
2015-2020Skill
Leadership
Customer Experience
Financial Advisory
Team Building
Social Media
Banking
Lines Of Credit
Accounting
Debt Consolidation
Credit Cards
Sales
Cold Calling
Customer Retention
Portfolio Management
Cross Selling
Customer Satisfaction
Investments
Relationship Management
Business Development
Mortgage Lending
Refinance
Team Leadership
Process Improvement
Achieving Targets
Investment Advisory
Financial Services
Wealth Management
Mutual Funds
Microsoft Office
Strategic Financial Planning
Microsoft Word
Investment Selection
New Business Development
Asset Management
Credit
Training
Consumer Lending
Customer Service
Financial Analysis
Attention To Detail
Budgets
Customer Acquisition
Teamwork
Coaching
Credit Analysis
Csi
Problem Solving
Retail Banking
Small Business Lending
Crm
Residential Mortgages
Certification
Colleagues
Fabio Danisi
private wealth management and investment advisory - co-president of the ypma young professionals in m&a
Ray Smallwood
first vice president at cibc wood gundy
Arthur Silber Silber
Vice President
Rick Ragno
owner cibc wood gundy
Greg Furtney
business owner and senior consultant at gna solutions ltd
Other Named Branden Stewart
Frequently asked questions
We found 6 Branden Stewart's email addresses
Branden Stewart's social media include: Linkedin,
Branden Stewart works for CIBC Wood Gundy
Branden Stewart's role in CIBC Wood Gundy is Financial Associate
Branden Stewart works in the industry of Financial Services
Branden Stewart's colleagues are Fabio Danisi,Ray Smallwood,Arthur Silber Silber
Branden Stewart's latest job experience is Financial Associate at CIBC Wood Gundy
Branden Stewart's latest education in The University of Lethbridge
