Preeti Kaushal

Sourcing Analyst at OECM
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English -
  • Punjabi and Hindi -

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Bio

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Credentials

  • Learning Threat Intelligence
    LinkedIn
    Sep, 2023
    - Nov, 2024
  • Essentials of Team Collaboration
    LinkedIn
    May, 2023
    - Nov, 2024
  • Coaching Skills for Leaders and Managers
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Developing Your Emotional Intelligence
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Working with Difficult People
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Critical Thinking for More Effective Communication
    LinkedIn
    Oct, 2021
    - Nov, 2024
  • Sharing Your Best Self at Work
    LinkedIn
    Oct, 2021
    - Nov, 2024
  • Interpersonal Communication
    LinkedIn
    May, 2021
    - Nov, 2024

Experience

  • OECM
    • Canada
    • Government Administration
    • 1 - 100 Employee
    • Sourcing Analyst
      • May 2021 - Present

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Estate Solutions and Advice Specialist
      • Apr 2018 - May 2021

      Provide National end-to-end support for Executors, Beneficiaries, Lawyers and internal business partners including TD Wealth ( DI, FP & PIA) and retail with the settlement of estates for TD clients

    • Small Business Regulatory Compliance Officer
      • Oct 2015 - Apr 2018

      Performed compliance reviews on Small Business accounts to ensure that procedures are fulfilled in accordance with AML/KYC/KYB policy as well as provincial/federal jurisdictional requirements which includes an audit of internal and external legal documentation

    • Customer Service Representative/ Secure Desk Operator
      • Apr 2007 - Oct 2015

Education

  • York University
    Faculty of Liberal Arts and Professional Studies, Bachelor of Arts with Honours in Sociology
    2010 - 2015

Community

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