Jonathan Assani
Senior Financial Advisor @Scotiabank
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WORK HISTORY
Senior Financial Advisor @Scotiabank
Mississauga, ON, CA
Customer onboarding processing - Perform Retail Lending applications: Mortgages; Lines of credit; credit cards; etc- Oversee a book of 700+ clients with a multi-million dollars portfolio under management - Forecast upcoming financial trends in the stock market to create investment strategies
ABOUT JONATHAN ASSANI
Experienced Banking Advisor and Credit Analyst with a demonstrated history of working in the banking industry. Skilled in Finance, Sales, Team Building, and Management. Strong business development professional with a Master of Business Administration (MBA) focused in Finance from Dallas Baptist University.
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