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Andrea Rivard (Lisi), MBA, CIM

Summer Student

1000 followers

Canada

Connect with Andrea Rivard (Lisi), MBA, CIM to Send Message

Connect with Andrea Rivard (Lisi), MBA, CIM to Send Message

Timeline
About me
Director of Key Accounts at Flexiti
Education
- Ryerson University
  -
  Bachelor’s Degree Business/Commerce, Management, Finance
- Queen's University
  -
  Master of Business Administration (M.B.A.)
Experience
- RBC Dominion Securities
  May 2006 - Aug 2006
  Summer Student
- RBC
  May 2007 - Aug 2008
  Client Service Representative
  Summer Positions
- RBC
  Jun 2009 - Oct 2011
  Account Manager
- RBC Dominion Securities
  Oct 2011 - Apr 2017
  Associate Wealth Advisor
- Wealthsimple
  Apr 2017 - Nov 2018
  Account Manager | Wealthsimple for Advisors
- Flexiti
  Nov 2018 - now
  - Director of Key Accounts
    Feb 2022 - now
  - Account Manager
    Nov 2018 - Feb 2022
Licenses & Certifications
- Chartered Investment Manager (CIM)
  Canadian Securities Institute (CSI)
- MBA
  Queen's University
  Jan 2018
- Google AdWords
  Google

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