Spencer Smith

Spencer Smith

Administrator, Banking and Investment Administration

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location of Spencer SmithToronto, Ontario, Canada

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  • Timeline

  • About me

    Senior Operations Associate at Prime Quadrant

  • Education

    • Concordia University

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

    • Cidel

      Jul 2019 - Sept 2020
      Administrator, Banking and Investment Administration
    • Prime Quadrant

      Oct 2020 - now

      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. 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 - now
      • Data Analyst

        Oct 2020 - Feb 2022
  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Apr 2022
      View certificate certificate
    • Bloomberg Market Concepts

      Bloomberg LP
      View certificate certificate
    • Exempt Market Proficiency Course

      IFSE Institute
      Aug 2021