2013 -2015 Manager, Personal Banking (Assistant Branch Manager) @
2012 -2013 Financial Advisor @
2007 -2012 Financial Advisor @
2006 -2007 Financial Services Representative @
2005 -2006 Customer Service Representative @
Eric Tai Education
University of Alberta
Bachelor's Degree (Economics)
Eric Tai Skills
Financial Services
Mutual Funds
Financial Advisory
Wealth Management
Team Leadership
Dependable Team Player
Loans
Real Estate Lending
Team Management
Microsoft Excel
Personal Financial Planning
Credit
Financial Planning
Banking
Retail Banking
Mortgage Lending
Relationship Management
Finance
Credit Analysis
Portfolio Management
Investments
Leadership
Investment Advisory
Retirement Planning
Customer Service
Residential Mortgages
Cross Selling
Mutual Funds Compliance
Investment Strategies
Credit Cards
Lines Of Credit
Fixed Income
Consumer Lending
Financial Analysis
Microsoft Office
Equities
Branch Banking
Asset Allocation
Refinance
Cash Management
Accounting
Microsoft Word
Management
Eric Tai Summary
Eric Tai, based in Canada, is currently a Branch Manager at TD. Eric Tai brings experience from previous roles at BMO Financial Group. Eric Tai holds a Bachelor's Degree in Economics @ University of Alberta. With a robust skill set that includes Financial Services, Mutual Funds, Financial Advisory, Wealth Management, Team Leadership and more. Eric Tai has 1 emails and 1 mobile phone numbers on RocketReach.
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