Postgraduate Diploma Financial Planning (Financial Planning and Services)
2012 - 2012
Canadian Securities Institute
CIWM; CSC ; IFC ; Dealing with High Net-Worth Clients program (Wealth Management)
Financial Planning Institute of South Africa
CFP (Financial Planning and Services)
Inseta
National Certificate in Wealth Management (Wealth Management)
University of South Africa/Universiteit van Suid-Afrika
Bachelor of Commerce - BCom (Accounting and Business Management)
Jacques Brown Skills
Sales
Investments
Portfolio Management
Microsoft Excel
Financial Analysis
Wealth Management
Project Management
Financial Planning
Retirement Planning
Marketing
Jacques Brown Summary
Jacques Brown, based in Vancouver, BC, CA, is currently a Business Development Manager - Wealth at HomeEquity Bank. Jacques Brown brings experience from previous roles at Global Solutions Wealth Management Inc., Scotia McLeod, Investia Financial Services and Paragon Financial Services Inc.. Jacques Brown holds a 2012 - 2012 Postgraduate Diploma Financial Planning in Financial Planning and Services @ University of the Free State. With a robust skill set that includes Sales, Investments, Portfolio Management, Microsoft Excel, Financial Analysis and more. Jacques Brown has 1 emails on RocketReach.
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.