Ryan Speight
Private Wealth Co-op @CIBC Wood Gundy
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WORK HISTORY
Private Wealth Co-op @CIBC Wood Gundy
Waterloo, ON, CA
The Administrative Assistant plays an important role in supporting an investment advisor through timely financial reporting and excellent client services. This position reports to the investment advisor while working along side your investment team members with the goal to put the client first.Roles and Responsibilities:Created KYP profiles for securities, analyzing market data | Tracked top holdings and informed IA of performance trends | Managed critical bond details for accurate portfolio oversight | Streamlined client interactions through correspondence and timely document delivery | Secured vital tax documents for client accountants by liaising with mutual funds.
EDUCATION
Lazaridis School of Business & Economics at Wilfrid Laurier University
Bachelor of Business Administration - BBA, Finance, General
ABOUT RYAN SPEIGHT
I am in my final year of my Bachelor of Business Administration at Wilfrid Laurier…
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