Ankita Prabhakar
Change and Implementation Manager at BMO Wealth Management - Canada- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Canada, CA
Languages
-
English Native or bilingual proficiency
-
French Limited working proficiency
-
Hindi Native or bilingual proficiency
-
Punjabi Native or bilingual proficiency
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Licensed Supervisor (Options)
IIROC (Investment Industry Regulatory Organization of Canada)May, 2020- Nov, 2024 -
Options Supervisors Course
Canadian Securities Institute (CSI)Dec, 2018- Nov, 2024 -
Branch Managers Course
Canadian Securities Institute (CSI)Oct, 2018- Nov, 2024 -
Derivatives Fundamentals and Options Licensing Course
Canadian Securities Institute (CSI)Mar, 2018- Nov, 2024 -
Investment Advisor Training Program
Canadian Securities Institute (CSI)Mar, 2017- Nov, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)Dec, 2016- Nov, 2024 -
Conduct and Practice Handbook
Canadian Securities Institute (CSI)Dec, 2016- Nov, 2024
Experience
-
BMO Wealth Management - Canada
-
Banking
-
700 & Above Employee
-
Change and Implementation Manager
-
Apr 2022 - Present
-
-
Manager, Investment Specialists - BMO InvestorLine
-
May 2020 - Apr 2022
-
-
Assistant Manager, 5 Star Investment Specialists Team - BMO InvestorLine
-
Jun 2019 - May 2020
-
-
Assistant Manager, Investment Specialists - BMO InvestorLine
-
Aug 2018 - Jun 2019
-
-
Manager (Secondment), Investment Specialists - BMO InvestorLine
-
Feb 2019 - Mar 2019
-
-
Investment Specialist - BMO InvestorLine
-
Aug 2017 - Jul 2018
-
-
-
Raymond James Ltd.
-
Canada
-
Financial Services
-
700 & Above Employee
-
Licensed Wealth Manager Assistant
-
Dec 2016 - Jul 2017
-
-
-
TD
-
Canada
-
Banking
-
700 & Above Employee
-
Customer Service Representative
-
May 2015 - Dec 2015
-
-
Education
-
McMaster University
Combined Honours Bachelor of Arts -
Turner Fenton Secondary School
International Baccalaureate Diploma & Ontario Secondary School Diploma
Community
You need to have a working account to view this content.
Click here to join now