Cole Wyatt
Director, Customer Service Experience @Aviso Wealth
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Apr 2025 — Present
Director, Customer Service Experience @Aviso Wealth
View department →
Vancouver, BC, CA
EDUCATION
1995 — 1997
Sheridan College
Diploma, Finance, General
2019 — 2019
Lean Sensei International
Greenbelt
SKILLS
AnalysisLeadershipWealthAsset ManagementCreditFinancial ModelingFixed AnnuitiesCustomer ServiceTeam LeadershipChange ManagementOptionsPortfolio ManagementLoansFixed IncomeEtfsProcess ImprovementEquitiesSecuritiesEstate PlanningFinancial PlanningRetirement PlanningInsuranceBusiness StrategyWealth Management ServicesFinancial ServicesInvestmentsFinancial PlannersRetirementBondsStrategic Financial PlanningBusiness AnalysisAsset ManagmentCall CentersWealth ManagementInvestment ManagementCoachingLong-Term Customer RelationshipsAsset AllocationBankingMutual Funds
ABOUT COLE WYATT
Change driven professional with extensive experience in process and people management…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.