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Tanya Whelan profile image

Tanya Whelan

Manager of Financial Services at Vermilion Credit Union
Intro Book
Financial services professional with management and accounting expertise.
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Location
Canada, CA
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Bio

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Tanya Whelan is a seasoned financial services professional with experience in management, life insurance, and accounting. She has worked in various roles, including Manager of Financial Services, Financial Services Associate, Senior Rep / Life Insurance Specialist, and Office Assistant. Tanya holds certifications in life insurance and accounting, and has completed courses in investments and securities. Tanya has expertise in financial services, life insurance, and accounting, with experience in management and customer service.

Credentials

  • Life License Qualification Program
    Insurance Councils of Saskatchewan
    Oct, 2017
    - Apr, 2026

Experience

Education

  • Primerica
    LLQP, Life Insurance
  • 2001 - 2002
    Reeves College
    Accounting Technician, Accounting Technology/Technician and Bookkeeping
  • 2018 -
    IFSE Institute
    Canadian Investment Funds Course, Investments and Securities

Suggested Services

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Industry Focus. “Financial Services”

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