Mutual Funds Investment Specialist@ Credential
Chase, British Columbia, Canada
Wendy Daniels
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Tell me more about Wendy Daniels?
FlashIntel GPTWendy Daniels is an experienced finance professional with over 31 years of work experience. She has a strong background in customer service, refinance, credit, and strategic financial planning. Wendy has worked in various roles, including as an Associate Consultant to Teri Young and Division Director at Investors Group Financial Services Inc. She is skilled in debt consolidation, investment properties, and sales. Wendy is based in Chase, British Columbia, Canada.
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Emails and Phone Numbers
About
Associate Consultant to Teri Young, Division Director, Investors Group Financial Services Inc.
Work Experience
Mutual Funds Investment Specialist
Financial Services
Wendy Daniels's Professional Milestones
- Account Manager (2016-12-01~): Developed and implemented strong client relationships, resulting in increased customer satisfaction and revenue growth.
- Mortgage Expert (2013-01-01~2014-05-01): Achieved high ratings and ratings for mortgage services, paving the way for increased client satisfaction.
Skill
Finance
Customer Service
Refinance
Credit
Credit Risk
Strategic Financial Planning
Debt Consolidation
Investment Properties
Sales
Banking
First Time Home Buyers
Mortgage Planning
Continuous Improvement
Strategic Planning
Certification
Colleagues
Jennifer Tonelli Grass
senior executive assistant to the president and ceo at aviso wealth
Tom White
Vice President
Kim Thompson
senior vice president at credential
Darrian Hunt
ceo owner at credential brand clothing co
Alan Messner
cfo at credential leasing corp
Other Named Wendy Daniels
Frequently asked questions
We found 3 Wendy Daniels's email addresses
We found 2 Wendy Daniels's phone numbers
Wendy Daniels's social media include: Linkedin,
Wendy Daniels works for Credential
Wendy Daniels's role in Credential is Mutual Funds Investment Specialist
Wendy Daniels works in the industry of Financial Services
Wendy Daniels's colleagues are Jennifer Tonelli Grass,Tom White,Kim Thompson
Wendy Daniels's latest job experience is Mutual Funds Investment Specialist at Credential
