Katia Di Perna
Investment Advisor Assistant at 3Macs, a division of Raymond James- Claim this Profile
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English Full professional proficiency
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French Full professional proficiency
Topline Score
Bio
Credentials
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Conduct and Practices Handbook Course
Canadian Securities Institute (CSI)Oct, 2018- Sep, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)May, 2018- Sep, 2024
Experience
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3Macs, a division of Raymond James
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Canada
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Investment Management
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1 - 100 Employee
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Investment Advisor Assistant
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Nov 2014 - Present
-Assume all client-related operations and administrative duties and maintain client files -Act as a resource for clients (answering questions regarding their accounts, providing position reports, portfolio statements, tax slips, etc.) -Process a variety of transactions (contributions, withdrawals, transfers, etc.) and monitor daily activity in client accounts -Complete and process client documentation for account openings, transfers etc. -Execute unsolicited trades for clients and solicited trades approved by the Advisor -Work with Syndication, Operations and Compliance on New Issues and Private Placements related to the Advisors business activities
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Self Employed
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Real Estate
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1 - 100 Employee
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Self Employed Performing Artist - Singer/Actor/Host
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1997 - Present
-Developed a career as an artist in the fields of singing and acting, performing in musical productions, radio features, commercials and television series -Planned, implemented and managed self-marketing and promotion -Developed a large network of resources through interpersonal and online networking, maintaining existing working relationships, researching new business opportunities, and collaborating with fellow colleagues -Developed a career as an artist in the fields of singing and acting, performing in musical productions, radio features, commercials and television series -Planned, implemented and managed self-marketing and promotion -Developed a large network of resources through interpersonal and online networking, maintaining existing working relationships, researching new business opportunities, and collaborating with fellow colleagues
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Team Leader / Brand Ambassador / Speaker
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Jan 2011 - Feb 2016
-Oversaw and executed product representation events, particularly within the automotive industry -Delivered product knowledge and increased brand awareness by attracting and engaging an audience with hourly on-stage presentations, in both English and French -Led team members to accomplish marketing objectives by conducting daily product recaps and inspiring staff to be proactive in initiating conversation with the public regarding the promoted product -Planned team schedules to optimize floor coverage -Completed various administrative and reporting tasks during the event, such as gathering qualitative feedback from consumers to be communicated to the marketing director
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Bellini International
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Canada
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Movies, Videos, and Sound
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1 - 100 Employee
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Administrative Assistant / Interim Agent
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Mar 2004 - Oct 2009
-Coordinated office operations and executed administrative duties such as handling of correspondences, addressing all incoming calls and responding to client inquiries -Liaised communications between agent, talent and casting directors in regards to organizing schedules, planning auditions, filtering requests, and follow ups -Communicated with talent and supplied them with necessary materials for auditions -Undertook agent responsibilities for short term replacements in an effort to ensure continuous agency bookings; Reviewed casting breakdowns, submitted appropriate suggestions to casting directors and successfully booked auditions
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Produktions K
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Canada
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Advertising Services
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1 - 100 Employee
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Team Leader / Brand Ambassador
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Oct 2002 - Oct 2008
Coordinated and executed promotional tours across Montreal and Quebec City in an effort to increase brand awareness and generate sales revenue on behalf of the client. -Scheduled marketing campaigns with targeted venues (supplied by marketing director), confirmed tour dates with promotional staff, arranged travel accommodations, tracked expenses -Managed staff and ensured the marketing objectives were met through a proactive attitude and dynamic approach -Served as the on-site contact with venue managers, collected key data and prepared reports for marketing director detailing consumer response
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Education
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1996 - 1998
CEGEP - John Abbott College
DEC, Creative Arts -
1999 -
York University - Entrance Scholarship
Faculty of Fine Arts
Community
