Jae Kim Email
Wealth Operations Vice President @ Servus Credit Union
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Jae Kim Location
- Edmonton, AB, CA
Jae Kim Work
- 2021 -now Wealth Operations Vice President @
- 2015 -now Subject Matter Expert and Exam Review Committee Member @
- 2015 -2021 Regional Manager, Wealth Management at Servus Credit Union @
- 2012 -2015 Branch Manager and Compliance Manager @
- 2010 -2012 Branch Manager and Compliance Manager @
- 2007 -2010 Portfolio Manager @ TD Wealth Management
- 2002 -2007 Portfolio Associate and Financial Advisor @ Scotiabank @
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
Master of Business Administration (MBA)
2017 - Athabasca University
PBDM - Post-Baccalaureate Diploma in Management (Business Administration and Management)
2015-2016 - Northern Alberta Institute of Technology
(Business Finance)
2000-2002 - CFA Institute
2015 Level II Candidate in the CFA Program
Jae Kim Skills
- Relationship Building
- Management
- Financial Services
- Mutual Funds
- Wealth Management
- Portfolio Management
- Mortgage Lending
- Credit
- Banking
- Retail Banking
- Loans
- Finance
- Risk Management
- Credit Analysis
- Financial Planning
- Investments
- Retirement Planning
- Strategic Partner Relationship 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 Moody's Analytics, Servus Credit Union 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 Relationship Building, Management, Financial Services, Mutual Funds, Wealth Management and more. Jae Kim has 1 emails on RocketReach.
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