Deep Enrich
Sam Morris
Client Advisor
565 followers
Vancouver, British Columbia, Canada
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About me
Commodity Trader Trainee @ Olympic Industries
Education
McGill University
2015 - 2019Bachelor's degree EconomicsActivities and Societies: Varsity Cross Country, Varsity Track and Field
Experience
RBC
May 2018 - Aug 2018Client Advisor
RBC Dominion Securities
Jul 2019 - Oct 2020Investment Advisor Assistant
TaG Cycling
Oct 2019 - nowCoach▸In person studio coach, guiding workouts while providing guidance and motivation▸Individual or group clinics demonstrating and instructing different on bike skills▸Customized training plans catered towards different goals of individual athletes
Haywood Securities Inc.
Oct 2020 - May 2023Sales Assistant▸Played a vital support role in the financial advisory process to an Investment Advisor▸Raised capital for private placements and public stock financing through outgoing prospective calls.▸Assisted with various tasks such as client communication, placing trades, portfolio management, research, and administrative duties▸Gathering and organizing client financial information, preparing reports, scheduling meetings, and maintaining client databases
Project Echelon
Jan 2023 - Dec 2023Professional CyclistRaced all over North America and Europe
Toronto Hustle Cycling Syndicate
Jan 2024 - nowProfessional Cyclist
Olympic Industries ULC
Sept 2024 - nowCommodity Trader Trainee
Licenses & Certifications
Canadian Securities Course
Canadian Securities InstituteInvestment Advisor Training Program
Canadian Securities InstituteConduct and Practices Handbook
Canadian Securities Institute
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