Cory Carpenter
Financial Services Manager at Bmo
Based in Haliburton, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Haliburton
Industry
Financial Services
Company size
59K
Contact information
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c•••••••@bmo.com
Phone
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Background
About Cory Carpenter
Experienced Financial Advisor with a demonstrated history of working in the banking industry. Skilled in Financial Services, Warm Calling, Cold Calling, Customer Service, Coaching, Banking, Lending, Mortgages, Small Business Banking and Small Business Lending. Extensive understanding of compliance and regulatory requirements. Strong finance professional graduated from Community college in for mutual fund certification in Ontario. Mutual Fund Certification since IFIC Financial Service Advice Certification ( Financial Planning 1 ) since 2011
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