We found the following information about Phyllis Sanchez at Scotiabank, where this expert has worked as a Senior Manager - Sales Effectiveness since 2018. Phyllis's total work experience is over 11 years, during which time this person had at least seven jobs at different companies to develop skills. Phyllis Sanchez studied at the Brock University from 2003 to 2007. Phyllis Sanchez received the following certifications: Financial Planning Standards Council (Fpsc), Canadian Securities Institute (Csi), and Certified Financial Planner. Houston, Texas is the place where this professional presently lives. You can search for Phyllis Sanchez's phone number and email. We can also provide you exhaustive contact information upon request.
Name variants:
Phyl Sanchez,
Phyllie Sanchez,
Phil Sanchez
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ph**@rogers.com, ph**@scotiabank.com
Location
Houston, TX
Company
Workplace
Colleagues
Work History
Premier Relationship Manager
Relationship Management with primary focus on affluent clientele.
Key driver in business and investment sales for the branch.
Ability to demonstrate leadership skills as a senior member o...
Jul 2010 — Sep 2011
Education
2003 — 2007
Occupations
Executive
Senior Manager
Accountant
Finance and Accounting Specialist
Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Mutual Funds
Commercial Banking
Investment Advisory
Credit Analysis
Investment Strategies
Retirement Planning
Portfolio Management
Strategic Financial Planning
Credit
Investments
Asset Allocation
Financial Analysis
Retail Banking
Credit Risk
Finance
Relationship Management
Financial Advisory
FAQs about Phyllis Sanchez
What's the main profession of Phyllis Sanchez?
Phyllis is a Senior Manager.
What are the profession of The professional?
These person's professions are Executive and Senior Manager
Where does Phyllis Sanchez currently live?
The expert lives in Houston, Texas.
What is the professional's email?
Phyllis's email is ph**@rogers.com and ph**@scotiabank.com.
How many companies did Phyllis Sanchez work at?
The professional worked at seven jobs.
What education does Phyllis Sanchez have?
Phyllis studied at the Brock University from 2003 to 2007.
What are the certifications of Phyllis Sanchez?
This professional received the following certifications: Financial Planning Standards Council (Fpsc), Canadian Securities Institute (Csi), Certified Financial Planner, and Canadian Securities Course.
What is professional industry that Phyllis Sanchez is connected to?
Phyllis works in Financial Services industry.