Helen Kwan Email
Mortgage Advisor @ CIBC
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Helen Kwan Location
- Canada
Helen Kwan Work
- Mortgage Advisor @ (March 2025 - Present)
- Mortgage Specialist @ (March 2020 - November 2024)
- Branch Manager @ (March 2017 - March 2020)
- Manager of Financial Services @ (November 2015 - March 2017)
- Manager Customer Service @ (March 2013 - November 2015)
- Financial Advisor @ (August 2010 - February 2013)
- Premier Relationship Manager @ (December 2008 - August 2010)
- Financial Advisor @ (May 2006 - November 2008)
- Investment Service Assistant (TDW PIA) @ (July 2004 - May 2006)
- Customer Service Rep and Financial Service Rep @ (August 2000 - July 2004)
Helen Kwan Education
- The University of Lethbridge
Bachelor's degree, Finance, General (Finance, General)
1994-1998
Helen Kwan Skills
- Mutual Funds
- Retail Banking
- Banking
- Investments
- Mortgage Lending
- Residential Mortgages
- Fixed Income
- Cross Selling
- Bonds
- Relationship Management
- Credit
- Core Banking
- Financial Advisory
- Customer Service
- Loans
- Lines Of Credit
- Branch Banking
- Financial Services
- Home Equity Lines of Credit
- Refinance
- Consumer Lending
- Debt Consolidation
- Deposits
- Credit Analysis
- Home Equity Loans
- Personal Banking
Helen Kwan Summary
- Helen Kwan, based in Canada, is currently a Mortgage Advisor at CIBC. Helen Kwan brings experience from previous roles at BMO Financial Group and TD. Helen Kwan holds a 1994 - 1998 Bachelor's degree, Finance, General in Finance, General @ The University of Lethbridge. With a robust skill set that includes Mutual Funds, Retail Banking, Banking, Investments, Mortgage Lending and more. Helen Kwan has 3 emails on RocketReach.
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