Deep Enrich
Catherine Desharnais
Finance Intern
239 followers
Sherbrooke, Quebec, Canada
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About me
Directrice, administration régionale chez MD Management Limited | Gestion MD limitée
Education
Bishop's University
2009 - 2012Bachelor of Business Administration - BBA Finance, General
Bishop's University
2009 - 2012Bachelor of Business Administration (B.B.A.) Finance, General
Université TÉLUQ
2019 -Certificat en planification financière Financial Planning and Services
Experience
Le Groupe S.M. International inc.
Oct 2009 - Feb 2012Finance InternGestion coût et dépensesFaire plan d'affaire
Bishop's University
Sept 2011 - May 2012Tutor
Jan 2012 - May 2012Teacher's assistant
Sept 2011 - Dec 2011
CIBC
May 2012 - Nov 2015Spécialiste Services FinanciersGérer portefeuille de clients valeur élevéeFaire croitre la businessDécouvrir nouvelles occasions d'affaires et les concrétiserRépondre au besoins financiers des clients Planification basé sur les 4 cadrans de la finance
MD Financial Management | Gestion financière MD
Nov 2015 - nowDirectrice, administration régionale
Nov 2021 - nowConseillère en placement
May 2020 - Nov 2021Coordonatrice de l'équipe consultative
Dec 2016 - May 2020Conseillère en placement MedEd
Nov 2015 - Dec 2016
Licenses & Certifications
- View certificate
Cours pour les surveillants de courtiers en valeurs mobilières
Canadian Securities InstituteOct 2022
.webp)
Manuel des normes
Canadian Securities Institute (CSI)Dec 2016Notions essentielles sur la gestion de patrimoine
Canadian Securities Institute (CSI)Dec 2016Cours canadien sur les valeurs mobilières
Canadian Securities Institute (CSI)Sept 2012
Volunteer Experience
Responsable de la comptabilisation des dons
Issued by Fondation du CHUS on Oct 2009
Associated with Catherine Desharnais
Languages
- enEnglish
- frFrench
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