Morgan Sutherland
Financial Advisor at Cua
Based in Halifax, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Halifax
Industry
Financial Services
Company size
212
Contact information
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m•••••••@cua.com
Phone
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Background
About Morgan Sutherland
As a Financial Advisor, my contributions include fostering customer satisfaction through personalized advice, leveraging CRM expertise, and collaborating with the team to align services with client goals. These efforts help meet diverse needs while strengthening long-term relationships. Saint Mary’s University provided a strong academic foundation in business, marketing, and management. This education complements professional experience by enhancing communication, problem-solving, and teamwork skills. Dedicated to continuous learning, the aim is to advance within the banking industry and positively impact clients' financial well-being.
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