randy cade

randy cade

licensed assistant

About

Licensed Assistant at HollisWealth a Division of Industrial Alliance Securities Inc.

Country

canada

City

calgary

Industry

financial services

Skill

customer service, teamwork, microsoft office, microsoft excel, powerpoint, investment strategies, team leadership, time management, leadership, microsoft word, business planning, retirement planning, marketing strategy, risk management, computer proficiency, canadian securities course, estate planning, prezi, public speaking, sales, problem solving, financial analysis, finance, investments, management, wealth management, communication

Experience

hollis wealth formally dundee

it support specialist

hollis wealth formally dundee

2005-7 - 2016-1 · 10 yrs 7 mos

* IT skills demonstrated through computer networking and editing webpages for the administrative staff and branch manager. * Organizational skills enhanced through observing and participating in the record taking and filing of both digital and hard copies of a variety of forms for clients.

calgary co-op

meat clerk

calgary co-op

2014-3 - 2015-12 · 1 yr 10 mos

* Superior attention to detail through intense inspection of meat products for any contaminations or damage prior to delivery to customers. * Time and priority management skills embodied by keeping multiple sections of the store in proper and working order with high quality products. * Inventory management skills acquired while sorting shipments of product and documenting what is on hand at the beginning of the day and what is/needs to come in for future orders.

the good life community bike shop

fund development intern

the good life community bike shop

2013-3 - 2013-7 · 5 mos

Data analysis and records management demonstrated through filtering through over 10 years of company meetings to find and organize company polices so that they could easily be used by management and other employees.

sears canada

customer service specialist

sears canada

2011-11 - 2012-5 · 7 mos

Customer service was enriched by learning from co-workers and managers on how to handle customers that may come in distraught or aggravated and how to diffuse the situation.

walmart

electronics sales

walmart

2011-6 - 2011-9 · 4 mos

Handling cash with ease and high level of accuracy, demonstrated through processing many of the transactions associated with electronic sales. This would include complete sale from finding what they wanted to accessories to enhance their experience as well as warranties.

holliswealth a division of industrial alliance

licensed assistant

holliswealth a division of industrial alliance

2016-1 - Present · 10 yrs 9 mos

Education

mount royal university

mount royal university

finance

2010-1 - 2015-1 · 5 yrs 1 mo

Financial Accounting Concepts, Management Accounting I, Operations Management, Strategic Management, Managerial Economics, Business Ethics, Retirement Planning, Strategic Investment Planning, Risk Mgmt & Estate Planning, Canadian Securities Course I & II, Income Tax Planning, Investment Principles, Financial Risk Management, Securities Analysis & Valuation, International Finance * Business Plan Development: During this course I learned how important trust worthy people and communication are to the success of a project. I also learned how to deal with overwhelming stress and to pull together and complete the final product better than was expected. * Advanced Corporate Finance: This is one of the class that made me fall in love with finance. I learned how to do effective research with quality results. My group in this class got an A on the final assignment and learned a lot about financing a company.

randy cade's Contact Information

Email

******@***.com

Phone

(**) *** ****

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