Tala Bushnaq

Experience

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  Carleton University

  Sept 2015 - Apr 2016

  Research Assistant

  • Analyzed raw data and conducted comprehensive research on various areas related to humanities, international politics, and social sciences• Prepared materials for submission to fund research regarding migration studies through the SSHRC• Organized workshops and events to promote our team's research• Managed and drafted project-related correspondence

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  Enterprise

  Jun 2016 - Oct 2017

  Account Executive

  • Managed a team responsible for purchasing and receiving vehicles from, and settling transactions with dealerships across Canada• Completed monthly reports tracking team development and sales projections• Ensured the timely completion and distribution of sales and financial reports• Key liaison between internal staff and a large network of business partners

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  Owens MacFadyen Group Inc

  Oct 2017 - Mar 2023

  Wealth & Portfolio Associate

  • Integral member of a team responsible for drafting financial plans for clients• Responsible for analyzing financial, investment, and tax statements to accurately prepare analyses and reports• In charge of daily execution of financial and market transactions• Effectively managed client relationships that resulted in successful partnerships and solutions to financial needs• Liaised with insurance and investment providers to provide best outcomes for end clients and firm members• Responsible for ensuring advisory team fulfills KYC and KYP requirements and maintains continuing education credits Show less

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  RPIA

  Mar 2023 - now

  Client Relations Associate