
Spencer Smith
Administrator, Banking and Investment Administration

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About me
Senior Operations Associate at Prime Quadrant
Education

Concordia University
2015 - 2019Bachelor of Commerce (BCom) Major in Finance, Minor in International Business
Experience

Cidel
Jul 2019 - Sept 2020Administrator, Banking and Investment Administration
Prime Quadrant
Oct 2020 - nowPrime Quadrant serves over 200 affluent families across North America. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us. Prime Quadrant serves over 200 affluent families across North America. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.
Senior Operations Associate
Mar 2022 - nowData Analyst
Oct 2020 - Feb 2022
Licenses & Certifications
- View certificate

Canadian Securities Course (CSC®)
Canadian Securities InstituteApr 2022 - View certificate

Bloomberg Market Concepts
Bloomberg LP 
Exempt Market Proficiency Course
IFSE InstituteAug 2021
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