Julia Ren Email & Phone Number
Director, Advisor Onboading and Transitions @ Manulife Wealth
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Julia Ren Location
- Toronto, ON, CA
Julia Ren Work
- 2025 -now Director, Advisor Onboading and Transitions @
- 2023 -2025 Senior Manager, Business Owner Segment Strategy @
- 2022 -2023 Manager, Advisor Practice Development @
- 2019 -2022 Associate Manager, Advisor Practice Development @
- 2017 -2019 Team Manager, Financial Planning @
- 2011 -2017 Senior Manager of Customer Service @
- 2015 -2017 Business Owner @ Gr8 ESCAPE KITCHENER
- 2012 -2013 Customer Relations Coordinator @ TD Canada Trust
- 2011 -2012 Customer Service Representative @ TD CANADA TRUST
Julia Ren Education
- University of Toronto at Scarborough
BACHELOR OF BUSINESS ADMINISTRATION (Finance, General)
- University of Toronto
Bachelor of Business Administration (B.B.A.) (Finance, General)
Julia Ren Skills
- Retail Banking
- Customer Service
- Customer Experience
- Banking
- Credit
- Relationship Management
- Consumer Lending
- Deposits
- Lines Of Credit
- Commercial Banking
- Credit Analysis
- Time Management
- Leadership
- Loans
- Small Business Lending
- Cross Selling
- Call Center
- Mortgage Lending
- Commercial Lending
- Credit Cards
- Teller Operations
- Customer Satisfaction
- Branch Banking
- Teamwork
- Sales
- Team Leadership
- Finance
- Coaching
- Training
- Management
- Investments
- Business Owner Planning
- Strategic Planning
- Strategy
- Microsoft Word
- Marketing
- Financial Analysis
- Public Relations
- Business Analysis
Julia Ren Summary
- Julia Ren, based in Toronto, ON, CA, is currently a Director, Advisor Onboading and Transitions at Manulife Wealth. Julia Ren brings experience from previous roles at TD. Julia Ren holds a BACHELOR OF BUSINESS ADMINISTRATION in Finance, General @ University of Toronto at Scarborough. With a robust skill set that includes Retail Banking, Customer Service, Customer Experience, Banking, Credit and more. Julia Ren has 1 emails and 1 mobile phone numbers on RocketReach.
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