
randy cade
licensed assistant
About
Licensed Assistant at HollisWealth a Division of Industrial Alliance Securities Inc.
canada
calgary
financial services
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

it support specialist
hollis wealth formally dundee
* 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.

meat clerk
calgary co-op
* 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.

fund development intern
the good life community bike shop
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.

customer service specialist
sears canada
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.

electronics sales
walmart
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.

licensed assistant
holliswealth a division of industrial alliance
Education
mount royal university
finance
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.
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