Keenan Geib

Experience

• 

  Lethbridge Chamber of Commerce

  Jan 2018 - Apr 2018

  Research Analyst

  As the Voice Of Business, our Chamber currently has a membership of over 800 local businesses, which equates to about 12,000 employees. As well, close to 150 business people volunteer their time working on our various committees, Executive and Board of Directors.As the Research Analyst, I was formally responsible for strategic research, data analysis and policy drafting for member committees and task forces. Other duties included website building and design, strategic planning, member relations, social media handling, and community liaison duties. Significant accomplishments include drafting new set of organization core policies, municipal mill rate research project, office document management streamlining project, and new employee website build. Show less

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  SouthGrow Regional Initiative

  May 2018 - Dec 2018

  Communications & IT Coordinator

  SouthGrow is an economic development alliance of twenty-four south central Alberta communities committed to working together to achieve prosperity for the region. Representing over 170,000 people, SouthGrow is committed to assisting communities, organizations, businesses and people in the region to further their economic development goals and to maintain a high quality of life.A self-initiated co-op, my tenure at SouthGrow Regional Initiative was chiefly project-based in nature. Notable projects completed include GIS economic resource web integration project/recruit manage IT contactor; management of joint ULeth rural broadband research project including grant application work; development of new organizational marketing brochure; development of new regional business license program; development and production of organizational business cards; and production of weekly organizational newsletter. Show less

• 

  RBC

  Oct 2019 - May 2021

  • Banking Advisor

    Oct 2020 - May 2021

  • Banking Advisor Intern

    Oct 2019 - Oct 2020
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  PH&N Investment Services

  May 2021 - now

  As the Manager, Operations at PH&N Investment Services, a leading investment services firm in Canada, I have played a crucial role in enhancing the operational efficiency and client service quality of the organization. My responsibilities encompass a broad spectrum of strategic and client-facing activities, driving significant improvements in both advisor performance and client satisfaction.Key Responsibilities:Advisor Enablement: Successfully implemented training and development programs that significantly improved advisor productivity and client engagement.Strategic Planning: Played a pivotal role in formulating and executing strategic plans that aligned with the firm’s long-term goals, resulting in improved operational efficiency and market competitiveness.Business Process Improvement: Led initiatives to streamline business processes, reducing costs and increasing efficiency across the organization.Software Onboarding: Managed the seamless integration of new software platforms, enhancing data management and operational workflows.CRM System Transition: Currently working to transition of the company’s CRM system, improving data accuracy, client relationship management, and reporting capabilities.Client Advisory Role: Maintained a dual role by directly engaging with clients as an Investment Advisor, providing expert financial advice and fostering strong, trust-based relationships.In this role, I have demonstrated strong leadership, strategic thinking, and a client-centric approach, contributing significantly to the firm’s growth and reputation in the Canadian investment services sector. Show less As an Investment Funds Advisor at PH&N Investment Services, I have been instrumental in guiding a diverse range of clients through the intricacies of investment management. My role has been pivotal in advising and assisting clients from varied backgrounds, ranging from new investors embarking on their financial journeys to mass affluent professionals seeking sophisticated investment strategies.Key Contributions:Portfolio Management: Developed and managed tailored investment portfolios, aligning with individual client goals and risk profiles. My focus on strategic asset allocation has consistently delivered solid returns and client satisfaction.Daily Transaction Management: Efficiently handled daily investment transactions, ensuring accuracy, compliance, and timeliness, thereby maintaining the utmost trust and reliability in client relationships.Client Education and Engagement:Regularly educated clients on market trends, investment opportunities, and risk management, empowering them to make informed decisions.Referrals to Business Partners: Actively collaborated with business partners to provide clients with a comprehensive suite of financial services, including estate planning, tax strategies, and retirement planning.Diverse Clientele: Adapted my approach to meet the unique needs of each client, whether guiding new investors through their first investment decisions or crafting advanced strategies for high-net-worth individuals.In this role, I have honed my expertise in mutual fund investments, client relations, and financial planning, contributing significantly to the growth and success of both my clients and firm. My commitment to delivering personalized, insightful, and ethical investment advice has been the cornerstone of my career in the Canadian investment landscape. Show less

  • Manager, Operations

    Apr 2023 - now

  • Investment Funds Advisor

    May 2021 - Mar 2023