Robert Smith Email & Phone Number
Mutual Fund Representative @ Aviso Wealth
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Robert Smith Location
- Duncan, BC, CA
Robert Smith Work
- 2023 -now Senior Financial Advisor @
- 2023 -now Mutual Fund Representative @
- 2021 -2023 Personal Banker @
- 2018 -2021 End Sealer @
- 2017 -2018 Financial Advisor @
- 2000 -2017 Franchisee and Co Owner @
- 2016 -2017 Department Manager @
- 2013 -2016 Financial Advisor @
Robert Smith Education
- Durham College
Business Management Diploma (Hospitality Administration/Management)
1990-1992 - Fenelon Falls Secondary School
High School Diploma
1987-1989
Robert Smith Skills
- Account Management
- Analytical Skills
- Investments
- Retail Banking
- Estate Administration
- Microsoft Outlook
- Portfolio Management
- Financial Planning
- Small Business
- Investment Strategies
- Hospitality
- Team Building
- Customer Service
- Inventory Management
- Coaching
- Performance Management
- Budgeting
- Restaurant Management
- Mortgage Lending
- Consumer Lending
- Life Insurance
- Strategic Planning
- P
Robert Smith Summary
- Robert Smith, based in Duncan, BC, CA, is currently a Mutual Fund Representative at Aviso Wealth. Robert Smith brings experience from previous roles at Island Savings, a division of First West Credit Union, BMO Financial Group, Western Forest Products and Scotiabank. Robert Smith holds a 1990 - 1992 Business Management Diploma in Hospitality Administration/Management @ Durham College. With a robust skill set that includes Account Management, Analytical Skills, Investments, Retail Banking, Estate Administration and more. Robert Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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