Brenda Bartleman

Mortgage Broker at Dominion Lending Centres Valley Financial Specialists
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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Bio

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Experience

  • Dominion Lending Centres Valley Financial Specialists
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Broker
      • Sep 2020 - Present
  • Prospera Credit Union
    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Financial Solutions Manager
      • May 2018 - Jul 2020

      Actively manages a segmented portfolio of members. Always consistently delivering holistic planning. Provides financing and investment advice to members and recommend personalized solutions for mortgages, consumer loans, lines of credit, protection, credit cards, term deposits, registered plans and mutual funds. Actively manages a segmented portfolio of members. Always consistently delivering holistic planning. Provides financing and investment advice to members and recommend personalized solutions for mortgages, consumer loans, lines of credit, protection, credit cards, term deposits, registered plans and mutual funds.

  • Envision Financial, a division of First West Credit Union
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Senior Financial Advisor
      • Jan 2012 - May 2018
  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Personal and Commercial Banking
      • Nov 2005 - Jan 2012

Education

  • UBC Sauder School of Business
    2020 - 2020
  • Canadian Securities Institute
    Investment Funds In Canada, Financial Planning and Services
    2007 - 2007
  • University of the Fraser Valley
    Business

Community

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