Yash B.
Account Manager National Sales @Cumis
Edmonton, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2022 — Present
Account Manager National Sales @Cumis
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EDUCATION
2019 — 2021
Canadian Institute of Financial Planning
Diploma of Education
2011 — 2013
Centennial College
Ontario College Diploma
2007 — 2010
St. joseph's Convent High School, valsad, India
High school diploma
2017 — 2019
Canadian Institute of Financial Planning
Registered Financial and Retirement Advisor
2021 — 2022
FP Canada
Professional Ethics
2022 — 2022
IFSE Institute
HLLQP
ABOUT YASH B.
With over a decade of experience in financial services, I specialize in building trust-driven relationships, empowering teams through coaching, and delivering meaningful solutions. My leadership is rooted in integrity, empathy, and a deep commitment to long-term impact—for both clients and communities.
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