Dev S. Persad
Tell me more about Dev S. Persad?
Dev Persad is a highly experienced Financial Planner with 23.7 years of work experience. He possesses a wide range of skills including wealth management, portfolio management, investments, credit risk, mutual funds, residential mortgages, strategic financial planning, risk management, commercial lending, financial risk, financial services, and financial analysis. Based in Trinidad and Tobago, Dev has worked at RBC Bank in Canada as a Financial Planner and Senior Account Manager. He also has experience as a Mortgage Development Specialist at RBC Bank in the United States.
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About
Financial Planner . PFP. RBC Sales & Service
Work Experience
financial planner pfp rbc sales & service
Financial Planner
Senior Account Manager
Banking
Dev S. Persad's Professional Milestones
- Financial Planner (2012-01-01~): Creating efficient financial strategies and implementing strategic initiatives to optimize business performance and drive sustainable growth.
- Senior Account Manager (2012-01-01~2012-12-01): Curated and executed successful sales campaigns, resulting in increased revenue and client satisfaction.
Skill
Wealth Management
Portfolio Management
Investments
Credit Risk
Mutual Funds
Residential Mortgages
Strategic Financial Planning
Risk Management
Commercial Lending
Financial Risk
Financial Services
Financial Analysis
Certification
Colleagues
Deepali Raina
Business Analyst | Product Owner | Financial Services Transformation & Digital Delivery
Amita Patel
franchise owner at sankalp restaurant
Irene MacLeod
owner of cloudy castle rentals and client advisor for rbc
Arthur Chung
product owner private cloud at rbc
Drew Greenwood
senior cloud product owner
Other Named Dev S. Persad
Frequently asked questions
We found 3 Dev S. Persad's email addresses
We found 1 Dev S. Persad's phone numbers
Dev S. Persad's social media include: Linkedin,
Dev S. Persad works for RBC
Dev S. Persad's role in RBC is financial planner pfp rbc sales & service
Dev S. Persad works in the industry of Banking
Dev S. Persad's colleagues are Deepali Raina,Amita Patel,Irene MacLeod
Dev S. Persad's latest job experience is financial planner pfp rbc sales & service at RBC