financial planner | wealth associate@ BMO Wealth Management - Canada
Toronto, Ontario, Canada
Jude Zannu
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Algonquin College of Applied Arts and Technology
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FlashIntel GPTJude Zannu is a highly experienced wealth manager assistant and associate with 19.2 years of work experience. He possesses a wide range of skills including data analysis, report writing, critical thinking, and general office administration. Based in Toronto, Canada, Jude is passionate about growing a book of business and becoming a wealth manager. He is well-versed in finance and has strong relationship building skills. Jude is open to financial planning, financial advisory, and associate and investment advisory roles.
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Emails and Phone Numbers
About
Working on transitioning to a wealth manager assistant/associate role, with the goal of growing a book of business and becoming a wealth manager. A Little Bio First and foremost, a devout follower of Jesus Christ, and a citizen of the Kingdom of God. With keen interest in wealth management. Well spoken with solid business acumen, an apt for finance. Natural relationship building skills. Working towards acquiring my CIM/CFP Designation. I'm open to Financial Planning / Financial Advisory / Associate & Investment Advisory roles.
...See MoreWork Experience
financial planner | wealth associate
Banking
Jude Zannu's Professional Milestones
- Client Service L Sales (2014-12-01~2015-09-01): Achieved record-breaking sales performance, exceeding targets and fostering strong customer relationships.
- Student Ambassador (2014-01-01~2014-06-01): Creating impactful social programs that promote student engagement and empower them in a meaningful way.
Education
Graduate Certificate
1356998400-1388534400Skill
Data Analysis
Report Writing
Critical Thinking
General Office Administration
Presentations
Data Management
Customer Service
Sales And Marketing
Client Relations Skills
Analysis
Proposal Writing
Sales
Team Building
Certification
Colleagues
Sumeet Arora
functional lead product owner wealth management banking agile transformation cspo cbap digital transformation pega & bpm business architect
Shivanshu Mishra
senior product owner at bmo - canada
Kevin Coffeen
Vice President
Jacqueline Hewson, MBA
Vice President | Market Leader | BMO Private Wealth
Amrit Mann, CFA
digital product owner | i help discover and bring great product ideas to life
Other Named Jude Zannu
Frequently asked questions
We found 3 Jude Zannu's email addresses
We found 1 Jude Zannu's phone numbers
Jude Zannu's social media include: Linkedin,
Jude Zannu works for BMO Wealth Management - Canada
Jude Zannu's role in BMO Wealth Management - Canada is financial planner | wealth associate
Jude Zannu works in the industry of Banking
Jude Zannu's colleagues are Sumeet Arora,Shivanshu Mishra,Kevin Coffeen
Jude Zannu's latest job experience is financial planner | wealth associate at BMO Wealth Management - Canada
Jude Zannu's latest education in Algonquin College of Applied Arts and Technology
