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Payments
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Rate/hr
$23.61
User ID
Lucas T. - 15985
Westport, Canada
6:04 AM, GMT +00:00
Lucas T. - 15985 Mutual Fund Broker from Battersea
About
I graduated from Queen's University in 2018 with a Mathematics degree. Shortly after I worked for the Bank of Montreal as a Customer Service Representative for 1 year and then was promoted to Personal Banker where I worked for another year. I chose to leave to help a few close friends start there own woodworking business, I also did my own trading on the side (Stocks and Foreign Exchange). I am now excited to get back into the investment industry and continue my progression in the financial world.
Occupation
Mutual Fund Broker
Work experience
2021 - Present
Foreign Exchange Trader
Self-Employed
2021 - Present
CNC Machinist, Custom WoodWorker
Grain & Knot Custom Woodworking
2020 - 2021
Personal Banker
BMO Bank of Montreal
2019 - 2020
Customer Service Representative
BMO Bank of Montreal
2014 - 2018
Pro Shop Attendant, Marshall, Golf Instructor, Bartender
Colonnade Golf and Country Club
Education
2022 - 2022
Cornell University
Certificate
2020 - 2020
Canadian Securities Institute
Mutual Funds License
2014 - 2018
Queen's University
Bachelor of Science
Skills
ATM (Asynchronous Transfer Mode)
8 Y
Audit
8 Y
CNC
8 Y
Communication Skills
8 Y
Consumer Finance
8 Y
Daily Operations
8 Y
Eye for detail
8 Y
lending
8 Y
Liaison
8 Y
Opening/Closing Accounts
8 Y
Organisational Skills
8 Y
Quick Learner
8 Y
Risk Management
8 Y
About
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