Eric Newcombe
Private Client Senior Service Coordinator at CI Global Asset Management- Claim this Profile
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Experience
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CI Global Asset Management
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Canada
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Investment Management
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700 & Above Employee
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Private Client Senior Service Coordinator
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Mar 2022 - Present
-Bridging the gap between Portfolio Manager, Administration, and Custodian via complex problem solving and effective communication in an extremely fast-paced and high-stakes work environment. -Bridging the gap between Portfolio Manager, Administration, and Custodian via complex problem solving and effective communication in an extremely fast-paced and high-stakes work environment.
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RBC
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France
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Design Services
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1 - 100 Employee
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Client Advisor
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Jul 2021 - Mar 2022
-Contributed to team sales results by offering clients value-added advice, introducing clients to the capabilities of RBC partners.-Consistently ranked in the 99th percentile in a top-priority sales category amongst all CA/BA/FA's in Canada.-Consistently achieved 200% of my referral quota towards RBC Partners (Mortgage Specialists & Investment Retirement Planners). -Contributed to team sales results by offering clients value-added advice, introducing clients to the capabilities of RBC partners.-Consistently ranked in the 99th percentile in a top-priority sales category amongst all CA/BA/FA's in Canada.-Consistently achieved 200% of my referral quota towards RBC Partners (Mortgage Specialists & Investment Retirement Planners).
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Greenside Turf
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United Kingdom
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Consumer Services
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Skilled Labourer
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Apr 2018 - Sep 2020
-Co-supervised a team with the installation and maintenance of hundreds of luxury artificial putting greens, sports fields, and lawn projects with values ranging from $100,000 to $1,000,000+.-Startup company: Met tight deadlines in a fast-paced environment. Exercised sound judgement to minimize project risk and maximize efficiency.-Developed an immense capacity for hard work (13h/day, 6 days/week). -Co-supervised a team with the installation and maintenance of hundreds of luxury artificial putting greens, sports fields, and lawn projects with values ranging from $100,000 to $1,000,000+.-Startup company: Met tight deadlines in a fast-paced environment. Exercised sound judgement to minimize project risk and maximize efficiency.-Developed an immense capacity for hard work (13h/day, 6 days/week).
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Pita Pit
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Canada
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Restaurants
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200 - 300 Employee
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Fast Food Worker
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Jul 2014 - Mar 2020
-Made great food for amazing people.-Developed my communication and customer service skills. -Made great food for amazing people.-Developed my communication and customer service skills.
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Dollarama L.P.
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Canada
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Retail
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700 & Above Employee
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Retail Cashier
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Jun 2016 - Aug 2017
-Stocked shelves, cashed-out customers. -Stocked shelves, cashed-out customers.
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Education
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Lazaridis School of Business & Economics at Wilfrid Laurier University
Honours Bachelor of Arts - BA, Economics and Financial Management -
Aldershot High School
High School Diploma