W Wolsey Gray

Mississauga, Ontario

905-***-****

ady0mu@r.postjobfree.com

Over 12 years progressive experience fostering strong client relationships Excellent verbal and written communication skills

Able to work independently, and or effectively within a team Strong Interest in Capital Markets, and working knowledge of financial instruments

Skilled in Microsoft suite of products

Work Experience Processing Associate

10/2020 to 07/2023

Amazon Canada

Mississauga, Ontario

Performed discovery, due diligence and assignment on returned products Executed continuous process improvement techniques to streamline work and reduce waste

Adhered to established policies and compliance for satisfactory audit rating Complied with safety rules and standards to maximize efficiencies while reducing accidents

Client Associate, Derivative Products

06/2008 to 07/2009

Canadian Imperial Bank of Commerce

Toronto, Ontario

Assisted clients with preparing financial statements, conducting investment research, and completing transactions to assess and meet departmental goals Worked with large net worth clients to find optimal solutions to customer issues Developed personal rapport with clients to maintain customer loyalty and establish long term accounts

Building client relationships through collaboration and guidance Client Service Associate, Customer Onboarding

01/2006 to 06/2008

Canadian Imperial Bank of Commerce

Toronto, Ontario

Communicated with clients about new account applications and related services Educated clients on account services, resolving client inquiries concerning statement and other related issues

Created smooth onboarding process, while assisting new hires in adjusting to company policies and procedures

Demonstrated a positive attitude in the execution of my various tasks Client Associate, Trading and Investment

01/2000 to 01/2006

Canadian Imperial Bank of Commerce

Toronto, Ontario

Executed trades in stock, mutual funds and other investment products at the request of our clients

Provided the right product and service solution based on the needs of the client Performed front line risk management, through awareness and implementation of compliance and company policies

Skills

Education University of The West Indies

Bachelor's

Management Studies

Jamaica

10/1989 to 07/1994

City University of Seattle,

Master's

Financial Management

Seattle, Bellevue, USA

10/2003 to 01/2008

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