Talk to sales Try for Free
Josh Mann, PFP®, CAPM®, RIS

Josh Mann, PFP®, CAPM®, RIS

Retail & Wealth Transformation Project Specialist

Followers of Josh Mann, PFP®, CAPM®, RIS213 followers
location of Josh Mann, PFP®, CAPM®, RISAmherstburg, Ontario, Canada

Connect with Josh Mann, PFP®, CAPM®, RIS to Send Message

Connect

Connect with Josh Mann, PFP®, CAPM®, RIS to Send Message

Connect

  • Timeline

  • About me

    Retail Transformation | Project Management | Sales Effectiveness

  • Education

    • Gordon Graydon Memorial Secondary School

      2003 - 2007
      International Business and Technology Program

    • University of Toronto at Mississauga - Erindale College

      2007 - 2012
      Honors Bachelor of Science Forensics and Political Science

  • Experience

    • Meridian Credit Union

      Aug 2023 - now
      Retail & Wealth Transformation Project Specialist

  • Licenses & Certifications

    • Investment Funds In Canada

      CSI Global Education Inc.

    • Personal Financial Planning Designation

      Canadian Securities Institute (CSI)

    • Conduct & Practices Handbook

      Canadian Securities Institute (CSI)

    • Certificate In Personal Financial Services Advice

      Canadian Securities Institute (CSI)

    • Canadian Securities Course

      CSI Global Education Inc.
      Jun 2014

  • Volunteer Experience

    • Team Lead/Fundraiser

      Issued by Canadian Paraplegic Association on Jun 2007
      Canadian Paraplegic AssociationAssociated with Josh Mann, PFP®, CAPM®, RIS

    • Promoter

      Issued by TD Toronto Jazz Festival on Jun 2007
      TD Toronto Jazz FestivalAssociated with Josh Mann, PFP®, CAPM®, RIS

    • Team Lead/Fundraiser

      Issued by Kids Help Phone on Feb 2011
      Kids Help PhoneAssociated with Josh Mann, PFP®, CAPM®, RIS