Akash Prasad
Investment Representative @Rbc Direct Investing
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WORK HISTORY
Investment Representative @Rbc Direct Investing
Toronto, ON, CA
Executed and performed due diligence on various trade orders, including equities, options, mutual funds, foreign market trades, OTC, and GICs.>Took client instructions on corporate actions of securities and provided detailed explanations of reorganization documents.>Stayed up-to-date with investment market practices and trends, incorporating insights into professional client conversations.>Adhered to comprehensive risk and compliance policies to ensure client security and regulatory adherence.>Assisted clients with internal and external account transfers (ATON and Non-ATON) and provided support for other investment account-related services.
EDUCATION
University of Mumbai
Bachelor of Commerce - BCom, Banking and Financial Support Services
Lambton College
Postgraduate Degree, Finance and Financial Management Services
ABOUT AKASH PRASAD
Experienced financial professional and licensed investment representative with in-depth…
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