Jesse Whalen
Administrative Assistant to an Advisor @Desjardins Financial Security Independent Network
Signup · Get unlimited contacts
WORK HISTORY
Administrative Assistant to an Advisor @Desjardins Financial Security Independent Network
Hamilton, ON, CA
EDUCATION
George Brown College
Bachelor of Business Administration - BBA, Finance, General
George Brown College
Advanced Diploma of Business Administration with Honours, Financial Planning and Services
ABOUT JESSE WHALEN
I am pursuing the designation of Certified Financial Planner. I believe in a client-first approach, and I am excited to build holistic financial plans that client\'s find both enriching and practical. I believe in going the extra mile, and I always strive for an exceptional client experience. I am always interested in making acquaintances and talking anything that has to do with business, finance, and geopolitics. Feel free to reach out, and I look forward to hearing from you.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.