Alan Mohan Email & Phone Number
Manager, Onboarding Services @ InvestNext
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Alan Mohan Location
- Toronto, ON, CA
Alan Mohan Work
- Manager, Onboarding Services @ (February 2026 - Present)
- Senior Onboarding Operations Manager @ (March 2025 - January 2026)
- Deployment and Data Migration Lead @ (January 2022 - March 2025)
- Personal Banking Associate @ (November 2021 - January 2022)
- Customer Experience Associate @ (March 2021 - November 2021)
- Finance Officer @ (November 2016 - February 2020)
- Scholarship Liaison Officer @ (January 2015 - August 2016)
- Scholarship Analyst @ (May 2014 - January 2015)
- Sales Operations Intern @ (May 2014 - August 2014)
Alan Mohan Education
- McMaster University
Honours Bachelor of Commerce (Accounting and Finance)
2011-2016
Alan Mohan Skills
- Customer Experience Transformation
- Data Migration
- Customer Onboarding
- Solution Focused
- Client Billing
- Revenue Analysis
- Revenue Forecasting
- QuickBooks
- Managing Project Budgets
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Streamlining Operations
- Employee Training
- Normalization
- Calculations
- Requirements Analysis
- Reporting & Analysis
- Academic Administration
- Teamwork
- Time Management
Alan Mohan Summary
- Alan Mohan, based in Toronto, ON, CA, is currently a Manager, Onboarding Services at InvestNext. Alan Mohan brings experience from previous roles at InvestNext and TD. Alan Mohan holds a 2011 - 2016 Honours Bachelor of Commerce in Accounting and Finance @ McMaster University. With a robust skill set that includes Customer Experience Transformation, Data Migration, Customer Onboarding, Solution Focused, Client Billing and more. Alan Mohan has 2 emails and 1 mobile phone numbers on RocketReach.
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