Dave Allan Email & Phone Number
Vice President, Relationship Management and Business Development @ National Bank Independent Network
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Dave Allan Location
- Toronto, ON, CA
Dave Allan Work
- Vice President, Relationship Management and Business Development @ (September 2018 - Present)
- Vice President, Service Delivery @ (May 2014 - September 2018)
- Senior Manager, North American Contact Centre, Wealth Management @ (July 2013 - April 2014)
- Associate Vice President @ (May 2010 - December 2011)
- Senior Manager, Investor Service Centre @ (October 2005 - May 2010)
- Senior Manager, Customer Support Group @ (January 2000 - January 2005)
Dave Allan Education
- York University
Bachelor of Arts
1988-1992 - Canadian Securities Institute
Canadian Securities Course
- Ivey Business School at Western University
Leadership Program - Build For the future
Dave Allan Skills
- Banking
- Bloomberg
- Bonds
- Business Process Improvement
- Call Center
- Call Centers
- Capital Markets
- Cash Management
- Change Management
- Complex Problem Solving
- Conflict Resolution
- Contact Centre Operations
- Custodial Services
- Customer Service
- Derivatives
- Direct Investing
- Equities
- Equity Trading
- Financial Markets
- Financial Risk
- Financial Services
- Fixed Income
- IIROC Branch Manager
- Introducing Broker
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Management
- Mutual Funds
- Options
- People Development
- People Management
- Portfolio Management
- Prime Brokerage
- Relationship Management
- Retail Banking
- Risk Management
- Securities
- Strategic Financial Planning
- Strategy
- Team Building
- Trading
- Trading (Equities, Bonds, Options, Mutual Funds)
- Wealth
- Wealth Management
Dave Allan Summary
- Dave Allan, based in Toronto, ON, CA, is currently a Vice President, Relationship Management and Business Development at National Bank Independent Network. Dave Allan brings experience from previous roles at National Bank Independent Network, BMO Wealth Management - Canada and TD Wealth Management. Dave Allan holds a 1988 - 1992 Bachelor of Arts @ York University. With a robust skill set that includes Banking, Bloomberg, Bonds, Business Process Improvement, Call Center and more.
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