Naveen Sonthalia Email
Director VMB Toronto @ True North Mortgage
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Naveen Sonthalia Location
- Canada
Naveen Sonthalia Work
- Director VMB Toronto @ (July 2025 - Present)
- Area Manager @ (July 2024 - July 2025)
- Manager Team Lead - Fulfillment and Funding @ (February 2023 - March 2024)
- Team Lead - Broker Relationship Manager @ (April 2022 - January 2023)
- General Manager @ (June 2021 - April 2022)
- Business Owner Logistics @ Self-employed (January 2021 - March 2022)
- General Manager BCL @ (June 2018 - February 2021)
- Senior Financial Services Representative @ (November 2016 - June 2018)
- Financial Services Representative @ (October 2015 - October 2016)
- Wealth Specialist and Investment Advisor - Global Wealth Management @ (October 2011 - June 2015)
- Private Banker and Manager - Private Clients @ Religare Macquarie Private Wealth (July 2010 - October 2011)
- Relationship Manager @ Centurion Bank of Punjab (April 2006 - August 2007)
- Financial Analyst @ S. K. Bhartia & Associates (April 1999 - March 2004)
- Senior Client Strategy - Home Equity Finance @ (March 2024 - July 2024)
- Investment Counselor @ (September 2007 - June 2010)
Naveen Sonthalia Education
- Globsyn Business School
PGDM (equiv MBA)
2004-2006
Naveen Sonthalia Skills
- Leadership
- Customer Relationship Management Crm
- PowerPoint
- Banking
- Lending Solutions
- Public Speaking
- MS Word
- Fixed Income
- Credit Cards
- Business
- Financial Planning
- Sales
- Portfolio Management
- Cross Selling
- Capital Markets
- Business Development
- Relationship Management
- Investments
- Financial Risk
- Mortgage Lending
- Business Analysis
- Team Management
- Finance
- Investment Advisory
- Financial Services
- Outlook Express
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- MS Excel Pivot Tables
- Risk Management
- Credit
- Management Information Systems Mis
- Client Relationship Management
- Private Equity
- Management
- Private Banking
- Retail Banking
- MIS
- CRM
- Data Mining
- Financial Markets
- Accounting
- Sales Operations
- Accounting System
- Records Management
- Business Operations
- Client Relationship
- Accounts Payable and Receivable
- Customer Service
- Strategic Financial
- Customer Relationship Management
- Management Information Systems
Naveen Sonthalia Summary
- Naveen Sonthalia, based in Canada, is currently a Director VMB Toronto at True North Mortgage. Naveen Sonthalia brings experience from previous roles at True North Mortgage, HSBC and The Brick. Naveen Sonthalia holds a 2004 - 2006 PGDM (equiv MBA) @ Globsyn Business School. With a robust skill set that includes Leadership, Customer Relationship Management Crm, PowerPoint, Banking, Lending Solutions and more. Naveen Sonthalia has 2 emails on RocketReach.
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