David Collins

Manager, Operations and Administration @Cu Financial Management

Charlottetown, PE, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Manager, Operations and Administration @Cu Financial Management

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Charlottetown, PE, CA

EDUCATION

N/A

University of Prince Edward Island

Bachelor of Business Administration (BBA)

SKILLS

CommunicationProblem SolvingStrategyRisk ManagementWritingFinancial ServicesSecuritiesRelationship ManagementTeamworkProject ManagementMutual FundsMicrosoft ExcelTechnical WritingPublic SpeakingPowerpointCustomer ServiceInvestmentsFinanceCoachingTime ManagementLegal WritingManagementMarketingWorkplace SafetyMicrosoft OfficeMarketing CommunicationsInternal CommunicationsOffice AdministrationCustomer Satisfaction

ABOUT DAVID COLLINS

I bring over 15 years of experience in financial services, specializing in operations and administration. My career began as a co-op student while completing my studies at the University of Prince Edward Island. That opportunity led to a decade of diverse experience in back-office operations and marketing, where I developed a solid foundation in financial services. I later transitioned into a role as a Financial Advisor, where I quickly advanced to a key position in sales support and operations. During this time, I served as the primary support lead for a financial center, assisting leadership teams and providing operational support to multiple advisors across Atlantic Canada. In my current role as Manager of Operations and Administration at CU Financial Management, I oversee a wide range of critical functions, including IT, HR, marketing, and finance. I’m passionate about improving processes, implementing strategic initiatives, and fostering a collaborative and supportive work environment. Leading a team of six Associates, I focus on coaching, development, and ensuring operational excellence to help drive both organizational goals and client success. Outside of work, I enjoy road trips and capturing scenic landscapes with my drone. I’m also a passionate foodie who loves experimenting in the kitchen and discovering great local dining spots.

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David Collins — Manager, Operations and Administration at Cu Financial Management in Charlottetown, PE, CA | Unifers