Patrick Steane Email
Manager Client Services @ Provisus Wealth Management
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Patrick Steane Location
- Toronto, ON, CA
Patrick Steane Work
- Manager Client Services @ (March 2015 - Present)
- Supervisor, Quality Assurance @ (March 2013 - December 2014)
- Manager Client Services @ (January 2012 - November 2012)
- Manager, Client Services @ Acuity Funds Ltd (March 2004 - September 2011)
- Client Service Representative @ M.R.S (January 2003 - January 2004)
- Client Service Representative @ (January 2002 - January 2003)
- Client Service Representative @ Trimark Investments (January 2000 - January 2002)
- Financial Advisor @ AFP Wealth Management (January 1998 - January 2000)
Patrick Steane Skills
- Mutual Funds
- Sales
- Team Leadership
- People
- Training
- Recruiting
- Customer Service
- Quality Assurance
- Customer Experience
- Management
- Banking
Patrick Steane Summary
- Patrick Steane, based in Toronto, ON, CA, is currently a Manager Client Services at Provisus Wealth Management. Patrick Steane brings experience from previous roles at Manulife, BMO, Acuity Funds Ltd and M.R.S. With a robust skill set that includes Mutual Funds, Sales, Team Leadership, People, Training and more. Patrick Steane has 1 emails on RocketReach.
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