Bora Milekic BBA QAFP

Financial Service Consultant at Coastal Community Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Bio

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Experience

  • Coastal Community Credit Union
    • Canada
    • Banking
    • 1 - 100 Employee
    • Financial Service Consultant
      • Jul 2022 - Present
  • Valley First, a division of First West Credit Union
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Financial Advisor
      • Jun 2021 - Jul 2022

      Relocated to Vancouver Island July 2022 Relocated to Vancouver Island July 2022

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Advisor IIROC
      • Dec 2019 - Jun 2021
  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor IIROC
      • Jan 2016 - Dec 2019

      I help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. I help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions.

  • TD
    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Financial Planner QAFP
      • Jan 2011 - Jan 2016
  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Forex Trader AVP
      • Apr 1989 - Apr 1999

Education

  • UBC Sauder School of Business
    Real Estate
    2003 - 2003
  • Andrews University
    Bachelor of Business Administration (BBA), Economics
    1983 - 1986

Community

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