Mohammad Bagheri- Email
Investment Specialist and financial planner @ Scotiamcleod
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Mohammad Bagheri- Location
- Vancouver, BC, CA
Mohammad Bagheri- Work
- Investment Specialist and financial planner @ (October 2022 - Present)
- Investment Consultant @ (January 2019 - October 2022)
- Banking Advisor @ (November 2014 - December 2018)
- Area Sales Manager @ Universal Cooling and Heating Co. (April 2014 - November 2014)
- Commercial Account Manager @ E.T.C.O. Dubai, UAE (January 2007 - August 2013)
- Senior Financial Advisor @ Export Development Bank (March 2003 - December 2006)
- Financial Advisor @ Export Development Bank of Iran (October 1998 - February 2003)
Mohammad Bagheri- Education
- Canadian Securities Institute
Personal Financial Planning- PFP (Finance and Financial Management Services)
2023 - Canadian Securities Institute
Financial Planning (Banking, Corporate, Finance, and Securities Law)
2017-2019 - Canadian Securities Institute
(Investment Funds in Canada)
2013-2014 - Azad University, Tehran, Iran
Bachelor's degree (Investments and Securities)
1988-1992 - Canadian Securities Institute
Personal financial services advice
Mohammad Bagheri- Skills
- Client Relations
- Customer Service
- Financial Advisory
- Skill Development
- Team Leadership
- Negotiation
- New Business Development
- Sales Management
- Key Account Management
- Account Management
- Contract Negotiation
- Business Development
- Product Development
- International Sales
- Sales
- Product Management
- Management
- Procurement
- Sales Operations
- Product Marketing
Mohammad Bagheri- Summary
- Mohammad Bagheri-, based in Vancouver, BC, CA, is currently a Investment Specialist and financial planner at Scotia Wealth Management. Mohammad Bagheri- brings experience from previous roles at CIBC, RBC, Universal Cooling and Heating Co. and E.T.C.O. Dubai, UAE. Mohammad Bagheri- holds a Personal Financial Planning- PFP in Finance and Financial Management Services @ Canadian Securities Institute. With a robust skill set that includes Client Relations, Customer Service, Financial Advisory, Skill Development, Team Leadership and more. Mohammad Bagheri- has 5 emails on RocketReach.
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