Kaileigh van den Berg, CFA
University of Toronto
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Kaileigh van den Berg, CFA is an analytical finance professional with 11 years of experience. She has a strong background in risk management and has worked in various roles, including sales, client servicing, and mortgage origination analysis. Kaileigh is skilled in relationship management, returns calculations, property valuation, and quickly learning and adapting to new situations. She holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder. Kaileigh has worked for companies such as Assante Hydrostone, Emera, Romspen Investment Corporation, and GE Financial Services.
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About
Analytical finance professional in risk management at a large public utility, with previous experience in sales, client servicing, and mortgage origination analysis at an investment firm having $2.3B of assets under management and over 6,000 investors. Skilled in relationship management, returns calculations, property valuation, and quickly learning and adapting in new situations. Received a Bachelor of Commerce (BCom) focused in Finance and Economics from the University of Toronto and is a CFA Charterholder.
...See MoreWork Experience
associate financial advisor at assante hydrostone
Associate
Financial Services
Kaileigh van den Berg, CFA's Professional Milestones
- Financial Analyst, Enterprise Risk Management (2018-11-01~): Implementing comprehensive risk management models to protect company assets and mitigate potential financial threats.
- Associate (2019-11-01~): Streamlined operational processes to enhance efficiency and productivity.
Education
Finance And Economics
2010-2015Skill
Leadership
Teamwork
Problem Solving
Finance
Economics
Event Management
Communication Skills
Organization
Work Ethic
Office Administration
Certification
Colleagues
Samuel Wile
Financial Advisor at Assante - Helping people plan and invest for the future
Vicki Rafuse
Client Service Manager | Executive Assistant
Denise Pero
manager of client administrative services at assante hydrostone
Juan Roldan
Financial Assistant
Terry Stockall
sales associate at assante hydrostone
Other Named Kaileigh van den Berg, CFA
Frequently asked questions
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Kaileigh van den Berg, CFA works for Assante Hydrostone
Kaileigh van den Berg, CFA's role in Assante Hydrostone is associate financial advisor at assante hydrostone
Kaileigh van den Berg, CFA works in the industry of Financial Services
Kaileigh van den Berg, CFA's colleagues are Samuel Wile,Vicki Rafuse,Denise Pero
Kaileigh van den Berg, CFA's latest job experience is associate financial advisor at assante hydrostone at Assante Hydrostone
Kaileigh van den Berg, CFA's latest education in University of Toronto