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Raynelle Chriest
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- Leadership
- Financial Planning
- Investments
- Life Insurance
- Mutual Funds
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Bio
Experience
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Associate Investment Advisor
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Aug 2017 - Present
We have brought our knowledge, talents, and skills to an exciting new level. We are able to offer a full platform to clients and provide superior service. Most importantly, we take the time to get to know our clients and listen to their needs, goals, and expectations.• Staying abreast of market trends and products to provide the right solutions• Building on service standards and efficiencies to continue providing an exceptional client experience• Expanding knowledge base and growing clientele• Supporting the team
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Operations Manager, Administration
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Nov 2011 - Aug 2017
• Managed the operations of a business which we grew by 85%• Elevated service standards for the company as evidenced by overwhelmingly positive feedback from clientele as to the level of support they received• Proactively dealt with issues and created a differentiated support experience
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Advisor
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May 2009 - May 2011
• Managed over $1M in assets in first year as a new Advisor• Maintained client retention over 85%• Incorporated holistic planning approach with clients
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Education
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2005 - 2009University of Saskatchewan
Bachelor of Commerce (B.Com.), Finance, General
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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