Paul Bae

Account Executive @Planswell

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2023 — Present

Account Executive @Planswell

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Toronto, ON, CA

Identifying and cultivating prospects that align with the specialties and expertise of our esteemed advisors- Building bridges that bring advisors and prospects together, nurturing mutually beneficial connections- Providing advisors with access to a curated pool of high-caliber prospects eager for top-tier financial advice- Empowering advisors to expand their clientele and elevate their practice to new heights

EDUCATION

N/A

Lazaridis School of Business & Economics at Wilfrid Laurier University

Bachelor's degree, Business Administration

SKILLS

Customer ServiceResearchData EntryCommunicationNegotiationSocial NetworkingMicrosoft ExcelLeadershipTeamworkEvent PlanningFinancial AccountingMicrosoft WordData Analysis

ABOUT PAUL BAE

Passionate about driving success in the financial industry, I serve as an Account…

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Paul Bae — Account Executive at Planswell in Toronto, ON, CA | Unifers