Andrew Branch Resume
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Andrew Branch is a retired financial services professional with over 25 years of experience in the banking industry, most recently working as an investment and retirement planner at RBC Royal Bank from 2000 to 2012. He has a strong track record of meeting sales targets and providing customized financial advice and solutions to clients. Branch is committed to building client relationships and being actively involved in his community.
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Jeffrey Burnham is a highly successful financial advisor with over 20 years of experience in wealth management. He has consistently exceeded revenue and growth targets at multiple financial institutions through developing custom wealth management strategies and solutions tailored to clients' diverse needs and goals. Burnham is skilled at identifying new leads and opportunities to deliver continuous revenue growth, and has a proven track record of managing the full sales cycle from lead generation to account management. He also excels at cultivating long-term client relationships built on trust and success in achieving clients' financial objectives.
Moskalyk, C (Resume) Branch Manager
Cindy Moskalyk has over 15 years of experience managing teams and branches at HSBC Bank Canada and Scotiabank. She has a proven track record of executing strategic programs to drive business growth, increase productivity, and deliver excellent customer experiences. Cindy is skilled in sales management, business development, relationship management, and performance management. She has consistently exceeded targets for customer service, sales, and cost reductions. Cindy is described as a passionate leader who inspires teams to achieve success.
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David Pearce has over 20 years of experience in senior financial roles. He has a proven track record of success developing strategies to achieve sales targets and lead teams. Most recently, he was a Regional Partner and Financial Consultant at AES International where he established their Brussels office, recruited and trained consultants, and consistently achieved top sales results. He is now seeking a new challenging role where he can apply his leadership, relationship management, and business development skills.
Pablo Vazquez CV 2016 1
Pablo Vazquez has over 30 years of experience in retail banking, starting as a junior employee and working his way up to senior leadership roles. He has expertise in both branch management and premier banking, and has held positions such as District Manager, Area Director, and Area Manager. Vazquez is skilled in customer service, communication, remote team management, and developing employees. He holds several banking qualifications and has consistently met or exceeded performance goals throughout his career.
Similar to Andrew Branch Resume (20)
Andrew Branch Resume
- 1. Andrew Branch CFP, PFP 1973 Sunland Dr. Orleans, ON. K4A3T1. Tl: 613-834-7145 andrew_branch@rogers.com PROFILE A dedicated people oriented financial services professional with extensive experience in meeting the financial needs of clients. Expertise includes strong sales background and providing integrated planning and advice to mass affluent clients. Committed to building outstanding client relationships by understanding each customer’s financial requirements, providing customized solutions and a comfortable banking experience. Committed to maintaining a presence through active involvement in the community. PREVIOUS EXPERIENCE Retired 2012 – Present RBC Royal Bank 1986 – 2012 Investment and Retirement Planner 2000 – 2012 Average annual external investment sales of 12 million Proactively contacted clients to offer financial advice Established network of centres of influence Convention winner for top sales 2005, 2009, 2010 Volunteered as an account executive with United Way to ensure existing CEO’s continued to contribute to the campaign on an annual basis Consistently used technology to maintain data integrity, document all relevant client contacts, goals, activities and results, build corporate memory, enable continuity of client services and facilitate future opportunities Developed competencies related to Financial Planning Disciplines, evident use of strategies embedded in YFDB Advice Picture Demonstrated competency across ‘core’ Financial Planning Disciplines, building skills related to Tax Planning, Risk Management and Estate Planning Demonstrated competency across all Financial Planning Disciplines, able to translate ‘technical’ knowledge into client-friendly terms Embedded frequent client contact based on client needs, opportunities and service preferences into ongoing routines Proactively reviewed activities, outcomes, pipeline opportunities, and key performance metrics with manager to ensure portfolio of clients was actively managed Delivered the YFBD AE consistently and effectively to enable clients to achieve their financial goals and translate advice into client solutions aligned to those goals Proactively fulfilled clients’ investment needs as their primary provider of investment advice Demonstrated commitment to RBC Values through: Excellent Service to clients and each other, Working Together to succeed, Personal responsibility for high performance, Diversity for growth and innovation and trust through integrity
- 2. Branch Manager 1997 –2000 Volunteered weekly to deliver meals through Meals on Wheels Ran RBC hockey team and RBC baseball team as well as managing Bankers Hockey League Managed a full-service branch and guided day-to-day operations with a staff of 16, a customer base of 5,000 and a book of business of 165 million Worked closely with Bank Mutual Fund Representatives to provide knowledgeable investment advice and sound financial planning to novice investors. Provided training to representatives to successfully complete the accreditations required by the Canadian Securities Commission Increased creditor insurance penetration from 43% to 65% moving from 6th to 4th position in a district of 15 branches through focused coaching with the sales staff Focused on maintaining branch losses to a minimum through comprehensive awareness coaching for staff. On a budget of $20,000 reported $2000 of losses by the end of 1999 Senior Account Manager 1991 – 1997 Accountable for volume and revenue growth for the branch Generated $20 million in volume growth annually. Focused on both credit and investment needs and clients. Developed and maintained contact with external clients, including lawyers, accountants, mortgage brokers, real estate brokers and builders to generate referrals Achieved top 5 ranking of financial advisors in Ottawa for high sales achievement Top sales convention winner 1995, 1996 Mutual Fund top sales convention 1994, 1995, 1996, 1997 Loans Officer 1989 – 1991 Generated growth of $8 million annually in personal loans and mortgages Customer Service Representative 1985 – 1989 Excelled in providing highest level of service to customers. Received excellent performance reviews and never incurred losses EDICATION National Review 2000(annually) University of Toronto CFP (Certified Financial Planner) 1996 to present Financial Planners Standards Council Toronto Audited in 2010 BCO (Bank Compliance Officer) 1997 The Institute of Canadian Bankers Montreal
- 3. PFP (Professional Financial Planner) 1996 Institute of Canadian Bankers Toronto CSC (Canadian Securities Course) 1986 The Canadian Securities Institute Toronto IFIC (Investment Fund Institute Course) 1986 The investment Funds Institute of Canada Toronto Batchelor of Arts 1989 Carleton University Ottawa INTERESTS Running, Curling, Travel, Hockey, Baseball