Jimmy Dubé-Ouellet
Accounts managers at Desjardins Business - Quebec-Portneuf- Claim this Profile
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Français Native or bilingual proficiency
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Anglais Professional working proficiency
Topline Score
Bio
Credentials
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Expert Entreprise Desjardins (EED)
DesjardinsJan, 2021- Oct, 2024
Experience
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Desjardins Entreprises - Québec-Portneuf
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Canada
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Financial Services
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1 - 100 Employee
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Accounts managers
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Feb 2021 - Present
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Analyst
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Oct 2019 - Feb 2021
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Customer service advisor
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May 2019 - Aug 2019
- Addressed requests and questions from investment professionals (brokers/dealers), their administrative support partners and individual investors. - Identified opportunities to provide a value-added, and memorable levels of service to clients. - Resolved account concerns and inquiries. - Educated clients about financial services, products and programs. - Addressed requests and questions from investment professionals (brokers/dealers), their administrative support partners and individual investors. - Identified opportunities to provide a value-added, and memorable levels of service to clients. - Resolved account concerns and inquiries. - Educated clients about financial services, products and programs.
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Government of Canada
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Government Administration
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700 & Above Employee
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Financial intern
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Apr 2018 - Apr 2019
- Analyzed and adjusted budgets - Released invoices - Entered invoices in the accounting program (SAP) - Greeted visitors at the reception - Analyzed and adjusted budgets - Released invoices - Entered invoices in the accounting program (SAP) - Greeted visitors at the reception
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Rousseau Metal
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Canada
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Retail Office Equipment
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1 - 100 Employee
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Marketing agent
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Mar 2016 - Aug 2016
- Built market & products analysis - Managed social medias - Made customer surveys - Compiled and presented statistical data - Built market & products analysis - Managed social medias - Made customer surveys - Compiled and presented statistical data
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IGA
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La Pocatière
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Clerk
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Mar 2010 - Apr 2016
- Received the orders - Advised customers - Made the quantitative/qualitative control of products - Received the orders - Advised customers - Made the quantitative/qualitative control of products
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Education
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Université Laval
Master of Business Administration - MBA, Entrepreneurial and Small Business Operations -
RMA University
Credit management, Banking, Corporate, Finance, and Securities Law -
Bishop's University
Bachelor of Business Administration (B.B.A.), Finance -
Cegep de La Pocatiere
Technique en comptabilité et gestion