Eric Newcombe

Private Client Senior Service Coordinator at CI Global Asset Management
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Location
Toronto, Ontario, Canada, CA

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Experience

    • Canada
    • Investment Management
    • 700 & Above Employee
    • Private Client Senior Service Coordinator
      • 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.

    • France
    • Design Services
    • 1 - 100 Employee
    • Client Advisor
      • 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).

    • United Kingdom
    • Consumer Services
    • Skilled Labourer
      • 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).

    • Canada
    • Restaurants
    • 200 - 300 Employee
    • Fast Food Worker
      • 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.

    • Canada
    • Retail
    • 700 & Above Employee
    • Retail Cashier
      • Jun 2016 - Aug 2017

      -Stocked shelves, cashed-out customers. -Stocked shelves, cashed-out customers.

Education

  • Lazaridis School of Business & Economics at Wilfrid Laurier University
    Honours Bachelor of Arts - BA, Economics and Financial Management
    2017 - 2021
  • Aldershot High School
    High School Diploma
    2012 - 2016

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