Connelly Sherwick
Wealth Advisor @National Bank Financial
Medicine Hat, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2020 — Present
Wealth Advisor @National Bank Financial
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Medicine Hat, AB, CA
EDUCATION
2000 — 2002
University of Lethbridge
Bachelor of Management
1997 — 1999
Medicine Hat College
U of L Transfer Program
SKILLS
Small Business LendingStocksRisk AnalysisLoansRetirement PlanningCredit RiskBondsBanking RelationshipsCommercial Real EstateLife InsuranceBusiness StrategyCreditCommercial LendingInvestmentsStructured InvestmentsCommercial BankingCommercial MortgagesCash Flow ForecastingCustomer ServiceDisability InsuranceGroup RrspsRisk ManagementCredit AnalysisSales ManagementTax Free Savings AccountsSaving for EducationCharityCharity EventsBuilding RelationshipsRefinanceMutual FundsFinancial Analysis
ABOUT CONNELLY SHERWICK
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