Jae Kim Email
Wealth Operations Vice President @ Servus Credit Union
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Jae Kim Location
- Edmonton, AB, CA
Jae Kim Work
- Wealth Operations Vice President @ (September 2021 - Present)
- Regional Manager, Wealth Management at Servus Credit Union @ (August 2015 - September 2021)
- Branch Manager and Compliance Manager @ (April 2012 - August 2015)
- Subject Matter Expert and Exam Review Committee Member @ (April 2015 - Present)
- Branch Manager and Compliance Manager @ (April 2010 - April 2012)
- Portfolio Manager @ TD Wealth Management (October 2007 - April 2010)
- Portfolio Associate and Financial Advisor @ Scotiabank @ (June 2002 - October 2007)
Jae Kim Education
- Schulich School of Business - York University
Masters Program in Risk Management & Business Performance (Enterprise Risk Management)
2019-2021 - Prosci
Change Management Certification
2021-2021 - Athabasca University
PBDM - Post-Baccalaureate Diploma in Management (Business Administration and Management)
2015-2016 - NAIT (Northern Alberta Institute of Technology)
Business Finance
2000-2002 - Athabasca University
Master of Business Administration (MBA)
2017 - CFA Institute
2015 Level II Candidate in the CFA Program
Jae Kim Skills
- Banking
- Credit
- Credit Analysis
- Finance
- Financial Planning
- Financial Services
- Investments
- Loans
- Management
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- Relationship Building
- Retail Banking
- Retirement Planning
- Risk Management
- Strategic Partner Relationship Management
- Wealth Management
Jae Kim Summary
- Jae Kim, based in Edmonton, AB, CA, is currently a Wealth Operations Vice President at Servus Credit Union. Jae Kim brings experience from previous roles at Servus Credit Union, Moody's Analytics and HSBC Retail Banking and Wealth Management. Jae Kim holds a 2019 - 2021 Masters Program in Risk Management & Business Performance in Enterprise Risk Management @ Schulich School of Business - York University. With a robust skill set that includes Banking, Credit, Credit Analysis, Finance, Financial Planning and more. Jae Kim has 1 emails on RocketReach.
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