Lorenka Rosado
Associate Advisor @RBC Dominion Securities
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WORK HISTORY
Associate Advisor @RBC Dominion Securities
Montreal, QC, CA
Act as primary contact for clients with respect to questions and inquiries regarding their portfolios.• Provide proactive client service with a problem-resolution focus and attention to details.• Develop and maintain relationships with high-net-worth clients and other business professionals.• Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.• Conduct meetings with clients to review their portfolios, including performance, asset allocation, market analysis and exposure to risk.• Execute trades and rebalance portfolios.
EDUCATION
Concordia University
Bachelor of Commerce (BComm), Finance
ABOUT LORENKA ROSADO
Chartered Investment Manager (CIM) with experience advising and supporting…
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