Peter Bengtsson Email
Investment Associate @ BMO Nesbitt Burns
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Peter Bengtsson Location
- Vancouver, BC, CA
Peter Bengtsson Work
- 2020 -now Investment Associate @
- 2019 -2020 Financial Planner @
- 2015 -2020 Financial Services Manager @
- 2011 -2015 Financial Services Representative II @
- 2011 -2011 Group Leader @
- 2009 -2010 Executive Director of Events @ TWU Student Association
- 2009 -2010 Product Representative @
Peter Bengtsson Education
- The Investment Funds Institute of Canada
(Canadain Investment Funds Course- Mutual Funds License)
2012 - Trinity Western University
Bachelor of Business Administration (B.B.A.), Leadership and Management (Leadership and Management)
2007-2010
Peter Bengtsson Skills
- Management
- Human Resources
- Selling
- CRM
- Leadership
- Microsoft Office
- Coaching
- Holistic Financial Planning
- Client Relations Skills
- Problem Solving
- Time Management
- Real Estate Lending
- Debt Management
- Credit Analysis
- Customer Retention
- Personal Financial Planning
- Risk Management
- Mutual Funds
- Relationship Management
- Investment Strategies
- Customer Satisfaction
- Home Equity Lines of Credit
- Residential Mortgages
- Debt Consolidation
- Finance
- Wealth Management
- Retirement Savings
- Mortgage Servicing
- Cash Management
- Asset Allocation
- Investments
- Sales
- Teamwork
- Personal Financial
- Strategy
- Marketing
- Event Planning
- Public Speaking
- Holistic Financial
- Financial Services
- Strategic Planning
- Event Management
Peter Bengtsson Summary
- Peter Bengtsson, based in Vancouver, BC, CA, is currently a Investment Associate at BMO Nesbitt Burns. Peter Bengtsson brings experience from previous roles at BMO Financial Group, CIBC and Sister Cities International. Peter Bengtsson holds a The Investment Funds Institute of Canada. With a robust skill set that includes Management, Human Resources, Selling, CRM, Leadership and more. Peter Bengtsson has 1 emails on RocketReach.
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