Seniority
Staff
Department
Finance & Accounting
Location
Dartmouth
Industry
Banking
Company size
47K
Contact information
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m•••••••@••••••.com
Phone
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Background
About Matthew Grandy
My experience with CIBC has taught me effective portfolio management, detail-oriented problem solving, and meaningful client relationship strengthening. With over seven years of financial planning experience I continue to challenge myself every day in exceeding clients' expectations with goal focused solutions.*IFIC, CSC, CPH, WME, and FPSU *Certificate in Advanced Financial Advice *Client Relationship Manager *Portfolio Analysis *Client Advocacy *Proven Sales record *Dalhousie University: Bachelor of Management - Dean Listed *ROTP Scholarship recipient
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