Peggy Wei Email
Client Service Associate @ BMO Nesbitt Burns
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Peggy Wei Location
- Calgary, AB, CA
Peggy Wei Work
- Client Service Associate @ (May 2022 - Present)
- Administrative Assistant @ (March 2022 - Present)
- Financial Planner @ (March 2020 - March 2022)
- Financial Advisor @ (December 2015 - March 2020)
- Financial Services Representatives @ (July 2013 - December 2015)
- Customer Service Representative @ (January 2012 - June 2013)
Peggy Wei Education
- Canadian Securities Institute
(Financial Planning and Services)
Peggy Wei Skills
- Inventory Management
- Retail
- Customer Service
- Microsoft Excel
- Management
- Team Leadership
- Inventory Control
- Customer Satisfaction
- Credit Analysis
- Coaching
- Retail Banking
- Mortgage Lending
- Retirement Savings
- Consumer Lending
- Financial Analysis
- Mutual Funds
Peggy Wei Summary
- Peggy Wei, based in Calgary, AB, CA, is currently a Client Service Associate at BMO Nesbitt Burns. Peggy Wei brings experience from previous roles at BMO Nesbitt Burns, Bmo Bank of Montreal and TD. Peggy Wei holds a Canadian Securities Institute. With a robust skill set that includes Inventory Management, Retail, Customer Service, Microsoft Excel, Management and more. Peggy Wei has 2 emails on RocketReach.
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