Client Reporting Officer@ Edmond de Rothschild
Toronto, Ontario, Canada
Peggy L.
GET FULL PROFILE 
Real-Time AI Research
FlashIntel GPT
Tell me more about Peggy L.?
FlashIntel GPTPeggy L. is an experienced Consultant with 9 years of work experience in the information technology and services industry. She is skilled in Microsoft Word, Customer Relationship Management (CRM), English, Management, and HTML. Peggy L. holds a Master's degree in Finance from the University of Leicester. She has worked at Edmond de Rothschild in Switzerland as a Client Reporting Officer and at Richardson Wealth in Canada as a Brokerage Operations, New Accounts. She also has experience as a Financial Service professional at Questrade Financial Group and as a Publisher Accounts Manager.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Microsoft Word, Customer Relationship Management (CRM), English, Management, and HTML. Strong consulting professional with a Master's degree focused in Finance from University of Leicester.
Work Experience
Client Reporting Officer
Financial Services
Peggy L.'s Professional Milestones
- Client Reporting Officer (2017-06-01~2020-08-01): Developing and implementing comprehensive and concise client reporting strategies to support informed decision-making.
- Brokerage Operations, New Accounts (2016-07-01~2017-04-01): Leading a high-performing team to achieve sales targets and drive business growth while weighing in on new accounts.
Certification
Colleagues
Nir Yeshaya
ceo of edmond de rothschild israel
Yves Stein
Chief Executive Officer
Michel Longhini
Chief Executive Officer | Private Banking
Tommaso Benerecetti
chief executive officer at edmond de rothschild france succursale italiana
Yafit Nemlich
ceo of edmond de rothschild portfolio management israel
Other Named Peggy L.
Frequently asked questions
We found 3 Peggy L.'s email addresses
Peggy L.'s social media include: Linkedin,
Peggy L. works for Edmond de Rothschild
Peggy L.'s role in Edmond de Rothschild is Client Reporting Officer
Peggy L. works in the industry of Financial Services
Peggy L.'s colleagues are Nir Yeshaya,Yves Stein,Michel Longhini
Peggy L.'s latest job experience is Client Reporting Officer at Edmond de Rothschild
