Connor Barry
Wealth Management Associate @Bristol Capital Management
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WORK HISTORY
Wealth Management Associate @Bristol Capital Management
Oakville, ON, CA
Utilized HubSpot CRM to engage in outbound prospecting, portfolio analysis, and financial planning discussions with potential clients. Scheduled and participated in consultations with Investment Advisors to introduce Bristol Capital’s Wealth Management services.
EDUCATION
Lazaridis School of Business & Economics at Wilfrid Laurier University
Bachelor of Business Administration - BBA, Finance
ABOUT CONNOR BARRY
I\'m a hard working business student with a passion for Finance, Sales and Entrepreneurship. I enjoy collaborating with others to solve problems and take pride in staying focused and being reliable. I\'m a strong communicator, an attentive listener, and a fast learner who’s always looking to grow. I\'m excited to bring energy, curiosity, and a results-driven mindset to any opportunity.
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