
At Nasdaq, my role as a Market Data Client Success & Operations Specialist harnesses my expertise in client success and interpersonal skills, honed over years of working closely with clients to ensure their needs are met efficiently and effectively. Our team's commitment to excellence has been instrumental in strengthening customer relationships and optimizing operational processes. Previously, as an Investment Specialist at TD, I leveraged my business analysis acumen to provide tailored investment solutions, contributing to the success of our clients' financial portfolios. My dedication to fostering collaborative environments has consistently led to improved team dynamics and client satisfaction.
nasdaq.com
rbcis.com
freedommobile.ca
td.com
ci.com
Toronto, Ontario, Canada
Market Data Client Success & Operations Specialist
Nasdaq
• www.linkedin.com/company/nasdaq
• Permanent Full-time
Apr 2024 - Present
Market Data Client Success & Operations Analyst
Nasdaq
• www.linkedin.com/company/nasdaq
• Permanent Full-time
Jun 2022 - Apr 2024
Toronto, Ontario, Canada
Investment Specialist
TD
• www.linkedin.com/company/td
• Permanent Full-time
Jan 2022 - Jun 2022
Toronto, Ontario, Canada
Financial Planning Associate
TD
• www.linkedin.com/company/td
Jul 2019 - Jan 2022
Toronto, Canada Area
Senior Service Coordinator
CI Investments Inc. – Canada’s Investment Company
• www.linkedin.com/company/ci-global-asset-management
Dec 2017 - Jul 2019
Toronto, Ontario, Canada
Coordinator, Client Onboarding
RBC Investor & Treasury Services
• www.linkedin.com/company/rbc-investor-services
Dec 2016 - Dec 2017
Toronto, Canada Area