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Eric Tai Location
Canada
Eric Tai Work
Branch Manager @ (April 2026 - Present)
Manager, Business Operations (Senior-Level Scope) @ (May 2022 - January 2026)
Manager, Business Enablement @ (November 2020 - May 2022)
Regional Sales Manager @ (October 2018 - November 2020)
Regional Creditor Insurance Consultant @ (October 2018 - November 2020)
Branch Manager @ (July 2015 - October 2018)
Manager, Personal Banking (Assistant Branch Manager) @ (December 2013 - July 2015)
Financial Advisor @ (May 2012 - December 2013)
Financial Advisor @ (September 2007 - May 2012)
Financial Services Representative @ (July 2006 - September 2007)
Customer Service Representative @ (November 2005 - July 2006)
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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