Bobby Huynh Email & Phone Number
Certified Financial Planner @ Coast Capital Wealth Management
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Bobby Huynh Location
- Canada
Bobby Huynh Work
- Certified Financial Planner @ (May 2013 - Present)
- Small Business Account Manager @ (January 2011 - April 2013)
- Financial Services Manager @ (March 2008 - January 2011)
Bobby Huynh Education
- The University of British Columbia
Bachelors of Business Administration (Marketing Option)
2002-2006 - Hogeschool Zeeland
BBA (International Exchange Program)
2005-2005 - Okanagan University College
Business Administration Diploma (Marketing Option)
2002-2004
Bobby Huynh Skills
- Investments
- Insurance Planning
- Relationship Management
- Sales
- Estate Planning
- Credit
- Loans
- Portfolio Management
- Financial Planning
- Mortgage Lending
- Marketing
- Banking
- Small Business
- CRM
- Strategic Financial Planning
- Finance
- Financial Services
- Outside Sales
- Customer Retention
- Retail Banking
- Management
- Business Relationship Management
- Customer Service
- Sales Presentations
- Cold Calling
Bobby Huynh Summary
- Bobby Huynh, based in Canada, is currently a Certified Financial Planner at Coast Capital Wealth Management. Bobby Huynh brings experience from previous roles at Bank of Montreal. Bobby Huynh holds a 2002 - 2006 Bachelors of Business Administration in Marketing Option @ The University of British Columbia. With a robust skill set that includes Investments, Insurance Planning, Relationship Management, Sales, Estate Planning and more. Bobby Huynh has 2 emails and 1 mobile phone numbers on RocketReach.
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