Financial Advisor - Internal Service@ CIBC
Kitchener, Ontario, Canada
Nicholas Prattis
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FlashIntel GPTNicholas Prattis is a highly experienced financial professional with 12.5 years of work experience. He has a diverse skill set including sales, mutual funds, insurance, retail banking, and mortgage lending. Based in Canada-Ontario-Kitchener, Nicholas is currently working at CIBC Imperial Service, providing holistic financial planning advice. He has a strong background in retirement planning, investment planning, credit planning/cash management, and wealth protection. Nicholas is also certified in various financial planning certifications and has expertise in wealth management essentials and advanced investment strategies.
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About
CIBC Imperial Service: Providing holistic financial planning advice in the following areas: -Retirement Planning -Investment Planning -Credit Planning/Cash Management -Wealth Protection Designations: -Certified Financial Planner (CFP) -Working towards Chartered Investment Manager (CIM) Certifications: -Canadian Securities Course -Conduct and Practices Handbook -Wealth Management Essentials -Advanced Investment Strategies
Work Experience
Financial Advisor - Internal Service
Senior Financial Services Representative
Financial Services Representative
Banking
Nicholas Prattis's Professional Milestones
- Senior Financial Services Representative (2013-09-01~2014-11-01): Establishing strong relationships with clients to drive continuous growth and attract top financial talent.
- Financial Services Representative (2012-05-01~2013-09-01): Provided comprehensive financial guidance for clients, contributing to their financial success and client satisfaction.
Skill
Sales
Mutual Funds
Insurance
Retail Banking
Mortgage Lending
Consumer Lending
Investments
Banking
Credit
Loans
Credit Analysis
Small Business Lending
Customer Service
Residential Mortgages
Lines Of Credit
Strategic Financial Planning
Financial Planning
Certification
Colleagues
Other Named Nicholas Prattis
Frequently asked questions
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Nicholas Prattis's social media include: Linkedin,
Nicholas Prattis works for CIBC
Nicholas Prattis's role in CIBC is Financial Advisor - Internal Service
Nicholas Prattis works in the industry of Banking
Nicholas Prattis's colleagues are Bharath Motar,Kathy Moghadam, CSPO, MBA Candidate,Mia Arroyo
Nicholas Prattis's latest job experience is Financial Advisor - Internal Service at CIBC
