Jeff De Carlo's Location
Ottawa, ON, CA
Jeff De Carlo's Work
- Partner Specialist - Credit Unions and Associations @ Wagepoint
- Manager, Vendor Management @ Payments Canada
- Manager, Products and Relationships @ Alterna Savings
- Product Manager, Deposits and Payments @ Alterna Savings
- Senior Banking Officer @ Alterna Savings
- Centre Director and Marketing Coordinator @ Scholars West Vancouver
- Financial Planner @ BMO
- Branch Manager @ BMO
- Financial Services Manager @ BMO
Jeff De Carlo's Education
- Algonquin College of Applied Arts and Technology
Business Administration (Human Resources Management and Services)
1999 - 2002 - Canadian Securities Institute
Wealth Management Essentials
2010 - 2010 - Canadian Securities Institute
Professional Financial Planning Course
2009 - 2010
- Canadian Securities Institute
Canadian Securities Course
2009 - 2009 - Canadian Securities Institute
Branch Compliance Officer
2007 - 2007 - Institute for Canadian Bankers
Investment Funds In Canada
2003 - 2003
Jeff De Carlo's Skills
- Deposits
- Project Management
- Wealth Management
- Lines of Credit
- Strategic Financial Planning
- Presentation Skills
- Change Management
- Market Analysis
- Training
- Management
Jeff De Carlo's Summary
Jeff De Carlo, based in Ottawa, ON, CA, is currently a Partner Specialist - Credit Unions and Associations at Wagepoint, bringing experience from previous roles at Payments Canada and Alterna Savings. Jeff De Carlo holds a 1999 - 2002 Business Administration in Human Resources Management and Services @ Algonquin College of Applied Arts and Technology. With a robust skill set that includes Deposits, Project Management, Wealth Management, Lines of Credit, Strategic Financial Planning and more, Jeff De Carlo contributes valuable insights to the industry. Jeff De Carlo has 4 emails on RocketReach.
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