Paula Phelps Email
Director of Client Experience @ Aligned Capital Partners Inc.
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Paula Phelps Location
- Burlington, ON, CA
Paula Phelps Work
- Director of Client Experience @ (September 2022 - Present)
- Transitions Manager @ (July 2019 - September 2022)
- Advisor Transitions Specialist @ (July 2018 - July 2019)
- Branch Administrator and Wealth Manager Assistant @ Strong Private Wealth/Raymond James Ltd (October 2015 - March 2018)
- Associate Investment Advisor @ (December 2014 - October 2015)
- Branch Administrator and Associate Investment Advisor (to Ken Dick) @ (January 2011 - December 2014)
- Investment Services Associate (to Eric Mennell) @ (August 2009 - January 2011)
- Investment Services Assistant (to Eric Mennell) @ (August 2005 - August 2009)
- Transfers and Trading Help Desk @ KingsGate-Industrial Alliance (March 2002 - August 2005)
- Cage Manager @ Canadian ShareOwner (February 1997 - March 2002)
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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Top Aligned Capital Partners Inc. Employees
Christopher Viani
Associate Portfolio Manager and Investment Advisor
Burlington, ON, CA
Jamie List
VP of Managed Accounts and Portfolio Manager
Mississauga, ON, CA
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