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Ashley Dwolinsky is a seasoned finance professional with experience in mortgage analysis, mutual fund investment, financial solutions management, and customer service. She has worked with various organizations, including PHL, Credential Asset Management Inc., Prospera Credit Union, Starbucks, Addition-Elle, Destination Auto Group, and Coastal Community Credit Union.

Experience

  • PHL
    • Surrey, British Columbia, Canada
    • Mortgage Analyst
      • Jan 2024 - Present
      • Surrey, British Columbia, Canada

    • Mutual Fund Investment Specialist
      • Jan 2023 - Jan 2024

      Mutual funds are offered through Credential Asset Management Inc.

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Manager
      • Nov 2021 - Jan 2024

    • CSS
      • Nov 2019 - Jan 2024

  • Starbucks
    • Langley, British Columbia, Canada
    • Manager in Training
      • Jan 2018 - Nov 2019
      • Langley, British Columbia, Canada

  • Addition-Elle
    • Burnaby BC Canada
    • Store Manager
      • Oct 2016 - Oct 2017
      • Burnaby BC Canada

      Responsible for achieving store targets, building a strong cohesive customer first team, hiring, scheduling, visual merchandising, as well as the day to day operations of the business.

  • Destination Auto Group
    • Vancouver, Canada Area
    • BDC Supervisor
      • Dec 2015 - Sep 2016
      • Vancouver, Canada Area

      BDC Supervisor, Internet Lead Manager and Trainer; handled all incoming internet inquiries, motivated and worked with team and Guest Advisor to turn inquiries into sales, trained Guest Advisors to use CRM effectively

  • Coastal Community Credit Union
    • courtenay, british columbia
    • Member Service Representative
      • Feb 2006 - Nov 2015
      • courtenay, british columbia

      Building relationships with both new and current Members to assist them in making the best financial decisions for each person. Assisting and educating in investment wants and needs.

Education

  • 2001 - 2004
    Kwantlen University College
    Journalism, Journalism

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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