Teresa F Silva

Sr Manager, Operations, Investors Edge @CIBC Capital Markets

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

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WORK HISTORY

Jul 2020 — Present

Sr Manager, Operations, Investors Edge @CIBC Capital Markets

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SKILLS

Portfolio ManagementWealth ManagementG/L ReconciliationsManagementOperations ManagementInvestmentsSecuritiesProcess ImprovementRelationship ManagementFinancial ServicesRequirements AnalysisRegistered Retirement Savings Plan (Rrsp)EquitiesMicrosoft ExcelCross-Functional Team LeadershipAccountingMutual FundsFatcaMultilingualRisk ManagementTeam LeadershipMicrosoft OfficeBusiness Process ImprovementAccount ReconciliationFinancial AnalysisAcquisition IntegrationRetirement SavingsRegulatory RequirementsBusiness AnalysisLeadershipAnti Money LaunderingBankingSecurity Operations

ABOUT TERESA F SILVA

Financial Services Professional with extensive experience in operations, process improvement and people management in diverse business lines including Discretionary, Full Service Advisory and Self Directed Wealth Management. Demonstrated success in envisioning and implementing changes that reduce expenses or create capacity within teams, and improve the customer experience. Strong regulatory and compliance knowledge with experience implementing and sustaining FATCA, CASL and IIROC guidelines. Proven track record in operational process design and management resulting in successful internal and external audits. Liaise effectively with cross-functional departments and vendors to deliver forward-thinking, strategic projects to support the corporate vision and provide a superior customer experience. Fluent in English, French and Portuguese.

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Teresa F Silva — Sr Manager, Operations, Investors Edge at CIBC Capital Markets in Toronto, ON, CA | Unifers