Mario Mota Email & Phone Number
Financial Planner and Partner @ The Steele Group
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Mario Mota Location
- Cambridge, ON, CA
Mario Mota Work
- 2019 -now Financial Planner and Partner @
- 2016 -2019 Financial Planner, RBC Financial Planning @
- 2014 -2016 Investment Specialist @
- 2008 -2014 Vice President of Sales @ ROI Capital
- 2007 -2008 Personal Banking Officer @
- 2006 -2007 Customer Service Representative @
Mario Mota Education
- Conestoga College
Business Administration Financial Planning
2004-2007 - Canadian Securities Institute
Financial Management Advisor (FMA) Designation (Finance and Financial Management Services)
- Canadian Securities Institute
Personal Financial Planner (PFP) Designation (Finance and Financial Management Services)
Mario Mota Skills
- Mutual Funds
- Investments
- Mortgage Lending
- Wealth Management
- Client Development
- Wealth Management Services
- Customer Acquisition
- Sales Management
- Investment Advisory
- Alternative Investments
- Private Placements
- Investment Promotion
- Sales
- Financial Services
- Retirement Planning
- Financial Advisory
- Relationship Management
- Financial Planning
- Financial Analysis
- Finance
- Credit
- Social Media Marketing
- Microsoft Word
- Customer Service
- Management
- Project Planning
Mario Mota Summary
- Mario Mota, based in Cambridge, ON, CA, is currently a Financial Planner and Partner at The Steele Group Financial and Workplace Services Inc.. Mario Mota brings experience from previous roles at RBC Wealth Management, Scotiabank and ROI Capital. Mario Mota holds a 2004 - 2007 Business Administration Financial Planning @ Conestoga College. With a robust skill set that includes Mutual Funds, Investments, Mortgage Lending, Wealth Management, Client Development and more. Mario Mota has 2 emails and 1 mobile phone numbers on RocketReach.
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