Johnathan Pollock
Co-founder @Edgeflow
Oshawa, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Co-founder @Edgeflow
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The most advanced CRM and practice management platform for financial advisors saving them 10 to 15 hours each and every week through automation, advanced AI l, and operational efficiencies.
EDUCATION
2007 — 2009
Fanshawe College
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
2012 — 2012
University of Toronto
Insurance and Finance
SKILLS
Estate PlanningEnglishSocial Media MarketingMicrosoft ExcelPowerpointInsurancePhotoshopStrategic Financial PlanningFinancial PlanningRisk ManagementHtmlWindowsPersonal Tax PlanningStrategic PlanningOutlookMicrosoft OfficeSalesLiquidity RiskCustomer ServiceRisk AssessmentInvestmentsBusiness Tax PlanningResearchLeadershipSuccession PlanningInvestment StrategiesFinancial RiskMicrosoft WordBusiness PlanningTeaching
ABOUT JOHNATHAN POLLOCK
With The Right Guidance, Potential Becomes Reality Specialized in-Creation…
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