
Jonah Shinder
Sales and Marketing Assistant

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About me
CFA Level II Candidate | Aspiring commercial real estate professional
Education

Canadian Securities Institute
2018 - 2018Canadian Securities Course Finance, General
Ashbury College
2013 - 2017OSSD, Ashbury DiplomaActivities and Societies: -Varsity Football Team: Captain (2017) -Varsity Rugby Team: Captain (2015) -Investment club: Highest return for stock market simulation amongst club members (2015) -Christie Lake Kids initiative: Led the fundraising team and raised $15000+ at the annual student run Monte Carlo event.

Dalhousie University
2017 - 2021Activities and Societies: -Dalhousie Investment Society: Member of the Rates group (2017) -Intramural hockey: Participant of intramural hockey (2017) -Intramural Basketball: Participant of intramural basketball (2017)
Experience

Shine Car Wash
Jun 2016 - Aug 2016Sales and Marketing Assistant• Communicated company strengths and opportunities to attract new clients. • Created an effective client payment tracking system using Excel. • Initiated a cloud schedule to improve the organization of customer bookings. • Promoted corporate rules and regulations when dealing with customers concerns to improve overall satisfaction.

Camp B'nai Brith of Ottawa Inc.
Jul 2017 - Aug 2017Summer Camp Counselor• Conducted leadership through facilitating 20 campers through their day and night activities. • Demonstrated creativity through introducing new program ideas to innovate daily and special programming events. • Established effective communication skills through bringing campers needs and issues to supervisors.

Conservative Party of Canada
May 2018 - Jun 2018Data Entry Clerk• Incorporated Organizational skills while handling donations from Direct Mail. • Processed donations into the Salesforce system. • Exemplified attention to detail when filing batches of donations. • Worked collaboratively with a team to ensure accurate information in system.

Hendry Warren LLP
Jan 2019 - May 2019Staff Accountant (Co-op)
EY
Sept 2019 - Dec 2019Staff Accountant, Assurance (Co-op)
EY
Jun 2020 - Aug 2020Staff Accountant, Assurance (Co-op)
Prime Quadrant
Nov 2021 - Mar 2024Prime Quadrant serves over 150 affluent Canadian families across the country and consults on over $17 billion in assets. 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. Show less
Senior Private Client Associate
Jan 2023 - Mar 2024Private Client Associate
Nov 2021 - Dec 2022
Licenses & Certifications
- View certificate

CFA Program Level I
CFA InstituteJun 2024 
CSC
Canadian Securities InstituteJul 2018
Honors & Awards
- Awarded to Jonah ShinderJohn "Tiger" Connolly Award - Jun 2017 Achieved John "Tiger" Connolly Award for being the "athlete who exemplifies the characteristics of kindness, loyalty, integrity, and enthusiasm."
- Awarded to Jonah ShinderOffensive Lineman and Defensive Player MVP - Jun 2015 Awarded Offensive Lineman MVP (3 times) Presented Defensive player MVP
Volunteer Experience
Water Station Co-ordinator
Issued by Ottawa Race Weekend on May 2015
Associated with Jonah ShinderHead Of Fundraising
Issued by Christie Lake Kids on Sept 2016
Associated with Jonah ShinderHead Event Coordinator
Issued by Studio 44 on Jun 2015
Associated with Jonah ShinderDirector of Charitable Event
Issued by Camp B'nai Brith of Ottawa Inc. on Jun 2017
Associated with Jonah ShinderCounsellor in Training
Issued by Camp B'nai Brith of Ottawa Inc. on Jun 2016
Associated with Jonah Shinder
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