Bill Bergen

Public Trustee Representative @Government of Alberta

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2017 — Present

Public Trustee Representative @Government of Alberta

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Calgary, AB, CA

Manage the financial affairs of 165+ Represented Adults (RAs).Secure/preserve all client assets; maximize income, benefits, and entitlements of each RA.Fulfill fiduciary duties, meeting short and long-term objectives via budgeting/planning. Collaborate with all RA stakeholders and OPGT team members for problem solving.Employ a customer-centric, results-oriented approach to the role of the PTR.

EDUCATION

2017

Various Online Courses

Website development, Wordpress, Social Media Marketing, Google Analytics

1981 — 1983

Southern Alberta Institute of Technology (SAIT)

CTSR, Broadcasting

1993 — 2015

Canadian Securities Institute

CSC, CPH, PFP, Investments and Securities

1989 — 1992

University of Calgary

B Comm, Accounting

SKILLS

Public RelationsRetirement PlanningWealthAsset ManagementPortfolio ManagementFinancial AdvisoryManagementSecuritiesEstate PlanningWealth ManagementInvestment StrategiesCapital MarketsFixed IncomeHigh Net Worth IndividualsRetirementWealth Management ServicesInvestment ManagementInvestmentsEquitiesInvestment Advisory

ABOUT BILL BERGEN

My background is primarily in financial management, most recently working as a Public…

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Bill Bergen — Public Trustee Representative at Government of Alberta in Calgary, AB, CA | Unifers