Paula Phelps Email
Director of Client Experience @ Aligned Capital Partners Inc.
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Paula Phelps Location
- Burlington, ON, CA
Paula Phelps Work
- 2022 -now Director of Client Experience @
- 2019 -2022 Transitions Manager @
- 2018 -2019 Advisor Transitions Specialist @
- 2015 -2018 Branch Administrator and Wealth Manager Assistant @ Strong Private Wealth/Raymond James Ltd
- 2014 -2015 Associate Investment Advisor @
- 2011 -2014 Branch Administrator and Associate Investment Advisor (to Ken Dick) @
- 2009 -2011 Investment Services Associate (to Eric Mennell) @
- 2005 -2009 Investment Services Assistant (to Eric Mennell) @
- 2002 -2005 Transfers and Trading Help Desk @ KingsGate-Industrial Alliance
- 1997 -2002 Cage Manager @ Canadian ShareOwner
Paula Phelps Education
- University of Waterloo
(Mathematics, Computer Science)
1988-1991
Paula Phelps Skills
- Financial Services
- Services
- Translation
- Investments
- Equities
- Portfolio Management
- Wealth Management
- Trading
- Investment Strategies
- Retirement Planning
- Estate Planning
- Branch Administration
- Employee Training
- Trade Compliance
- Manage Client Relationships
- Bookkeeping
- Employee Benefits
- Microsoft Excel
- Microsoft Word
- Office Administration
- Microsoft Office 2007
- Office Management
- Front Office
- Back Office
Paula Phelps Summary
- Paula Phelps, based in Burlington, ON, CA, is currently a Director of Client Experience at Aligned Capital Partners Inc.. Paula Phelps brings experience from previous roles at Aligned Capital Partners Inc., Strong Private Wealth/Raymond James Ltd and TD Wealth. Paula Phelps holds a 1988 - 1991 University of Waterloo. With a robust skill set that includes Financial Services, Services, Translation, Investments, Equities and more. Paula Phelps has 1 emails on RocketReach.
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