Small Business Account Manager, Mutual Funds Investment Specialist With Credential Asset Management @ (January 2014 - December 2015)
Personal Banking Officer 1, Mutual Funds Representative With Qtrade Asset Management @ (March 2011 - January 2014)
Customer Relations Coordinator @ (July 2010 - March 2011)
Customer Service Representative @ (October 2009 - July 2010)
Jeff Lomas Education
Dalhousie University
(Business)
2014-2015
IFSE Institute 2011-2011
Thompson Rivers University
Bachelor Of Business Administration (Finance)
2005-2009
Jeff Lomas Skills
Management
Personal Finance
Credit Analysis
Public Relations
Investments
Risk Management
Retail Banking
Lean Thinking
Credit
Finance
Customer Service
Financial Analysis
Wealth Management
Sales
Manage Client Relationships
Jeff Lomas Summary
Jeff Lomas, based in Kamloops, BC, CA, is currently a Commercial Account Manager at Interior Savings. Jeff Lomas brings experience from previous roles at Interior Savings, Valley First, a Division of First West Credit Union and Td. Jeff Lomas holds a 2014 - 2015 Dalhousie University. With a robust skill set that includes Management, Personal Finance, Credit Analysis, Public Relations, Investments and more. Jeff Lomas has 1 emails and 1 mobile phone numbers on RocketReach.
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