Deep Enrich
Melisa Palazzo
858 followers
Greater Toronto Area, Canada
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About me
Business Development Representative - Advisor Sales @ Fidelity Investments
Education
Ryerson University
2015 - 2019Bachelor’s Degree Business/Commerce, Retail Management
Experience
TD
Jan 2019 - Jun 2023Investment Specialist
Sept 2022 - Jun 2023Financial Advisor
Mar 2021 - Sept 2022Personal Banking Advisor
Feb 2020 - Mar 2021CEA and Secure Desk
Jan 2019 - Feb 2020
Capital Home Lending
Jun 2023 - May 2024Mortgage Agent - Level 1 - M23006591
Equiton Inc
May 2024 - Sept 2024Associate, Private Equity and Capital Markets
Fidelity Canada
Oct 2024 - nowBusiness Development Representative - Advisor Sales
Licenses & Certifications
- View certificate
Investment Funds in Canada (IFC)
Canadian Securities InstituteMar 2021
Mortgage Agent
Mortgage Professionals CanadaApr 2023
Exempt Market Proficiency Course
IFSE InstituteMay 2024
Languages
- enEnglish
- frFrench
- maMandarin/ chinese
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