Kerry Schacter

Account Manager at Renmark Financial Communications
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Native or bilingual proficiency
  • French Full professional proficiency
Skills

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Bio

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5.0

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Jason Stadtlander

Very detail oriented & trustworthy. Kerry puts the needs of his clients before his own.

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Credentials

  • Canadian Investment Manager (CIM)
    Canadian Securities Institute (CSI)

Experience

  • Renmark Financial Communications
    • Canada
    • Business Consulting and Services
    • 1 - 100 Employee
    • Account Manager
      • Feb 2022 - Present

  • BMO
    • Canada
    • Financial Services
    • 700 & Above Employee
    • BMO Financial Planner
      • Dec 2020 - Nov 2021

    • Virtual Financial Planner
      • Jan 2020 - Dec 2020

    • Financial Planner Associate
      • Sep 2018 - Jan 2020

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Investment & Retirement Planner
      • Mar 2012 - May 2014

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Investment & Personal Banking Specialist
      • Jan 2008 - Mar 2012

  • National Bank Financial
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • 1999 - 2001

Education

  • Concordia University
    Bachelor, Administration
  • The Institut québécois de planification financière (IQPF)
    Financial Planner, Financial Planning and Services
  • The Canadian Securities Institute
  • The Institute of Canadian Bankers
  • Toastmasters International
    Club President, Leadership and Communications

Community

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