Greg Stevens
UBC Sauder School of Business
Tell me more about Greg Stevens?
Greg Stevens is a highly experienced Commercial Relationship Manager with 16.9 years of work experience. He possesses a wide range of skills including wealth management, retirement planning, investments, portfolio management, and investment strategies. Based in Vancouver, Canada, Greg is known for his expertise in ensuring regulatory compliance, minimizing operational risk, and assessing client credit requests. He excels in negotiating fair pricing with commercial clients and managing large workloads. Greg's time management, efficiency, and intelligent work habits ensure that he consistently delivers the highest level of service to his Business clients.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
As a Commercial Relationship Manager I wear many hats. My responsibilities are wide ranging but are focused around a few key activities, such as; Oversight of business accounts ensuring regulatory compliance, and minimizing operational risk; Assessing client credit requests, determining inherent deal risk, and recommending appropriate deal structure while applying a high degree of risk assessment and analysis within the credit recommendation; Negotiating fair pricing with Commercial clients while ensuring appropriate Risk Adjusted Return on Credit is realized. I manage a large workload, with many competing priorities. Time Management, efficient work habits, and intelligently managed processes ensure I continue to deliver the highest level of service to my Business clients.
...See MoreWork Experience
senior relationship manager at td auto finance
Banking
Greg Stevens's Professional Milestones
- Financial Services Representative (2006-12-01~2007-11-01): Achieved record-breaking financial results through data analysis and actionable insights.
- Private Client Service Associate (2009-03-01~2010-03-01): Efficiently handled clients' personal issues, ensuring seamless collaboration and satisfaction.
Education
Accounting
2013-2015Skill
Wealth Management
Retirement Planning
Investments
Portfolio Management
Investment Strategies
Strategic Financial Planning
Estate Planning
Financial Advisory
Financial Services
Financial Planners
Wealth
Securities
Banking
Retirement
Risk Management
Mutual Funds
Investment Advisory
Investment Management
Fixed Income
Mortgage Lending
Financial Analysis
High Net Worth Individuals
Finance
Life Insurance
Asset Management
Equities
Small Business
Financial Risk
Insurance
Strategy
Asset Allocation
Hedge Funds
Wealth Management Services
Derivatives
Options
Financial Planning
Financial Accounting
Credit Risk
Certification
Colleagues
Kim Miller
executive assistant to president & ceo at td auto finance
Jesus M. Iriarte
Chief Financial Officer | TD Auto Finance
Dwight Pooler Jr
chief executive officer at yg imagery llc
Andrew Stuart
President | Chief Executive Officer | Toyota Auto Finance | Executive Vice | Treasury Bank Americas Most Convenient Bank
Nisha Henry
small business owner at lioness waffles
Other Named Greg Stevens
Frequently asked questions
We found 4 Greg Stevens's email addresses
We found 1 Greg Stevens's phone numbers
Greg Stevens's social media include: Linkedin,
Greg Stevens works for TD Auto Finance
Greg Stevens's role in TD Auto Finance is senior relationship manager at td auto finance
Greg Stevens works in the industry of Banking
Greg Stevens's colleagues are Kim Miller,Jesus M. Iriarte,Dwight Pooler Jr
Greg Stevens's latest job experience is senior relationship manager at td auto finance at TD Auto Finance
Greg Stevens's latest education in UBC Sauder School of Business