Stephenson Mande
Business Development Specialist at Questrade Financial Group | Toronto, Ontario, Canada
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Stephenson Mande is a highly skilled New Account Specialist at Questrade Financial Group, where he leverages his extensive expertise in financial services to onboard clients and facilitate the opening of various registered and non-registered accounts. With a strong foundation in stocks, bonds, and futures trading, Stephenson holds several prestigious certifications, including the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Derivatives Fundamentals and Options Licensing Course (DFOL). His proficiency in these areas not only enhances his credibility but also enables him to provide insightful guidance to clients navigating the complexities of investment options such as TFSA, RRSP, LIRA, RIFs, FHSA, and corporate accounts.
In his current role, Stephenson has achieved an impressive 85% conversion rate, a testament to his exceptional sales acumen and client-centric approach. By utilizing strong communication skills, he effectively engages with clients through various channels, including inbound and outbound calls, chat interactions, and email correspondence. This multifaceted communication strategy has resulted in a remarkable 30% increase in client satisfaction and retention.
Stephenson’s expertise extends beyond client onboarding; he is adept at regulatory compliance, credit risk management, and business analysis, which are crucial for maintaining the integrity of financial operations. His analytical skills and project management capabilities further enhance his ability to identify opportunities for process improvements and optimize client experiences. As a professional who is passionate about building external relationships and networking within the financial industry, Stephenson Mande continues to make a significant impact at Questrade Financial Group, driving both client success and organizational growth.
Business Development Specialist at Questrade Financial Group in February 2024 to Present
Trader at Questrade Financial Group in November 2024 to Present
New Account Specialist at Questrade Financial Group in September 2023 to October 2024
Financial Services Representative at CURO Financial Technologies Corp in March 2023 to September 2023
Co-Founder (passion project) at CANXER CAPITAL in January 2022 to June 2023
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Seneca Polytechnic
Uganda Christian University, Bachelor of Business Administration - BBA
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Python
Investment Sales
External Relationships
Professional Phone Skills
Regulatory Compliance
Trading Systems
Sales force
Problem Solving
Web-based Systems
Credit Risk Management
Microsoft Word
Microsoft PowerPoint
Cash Handling
Electronic Payment Processing
Business Analysis
Securities advice and trading
Capital Markets
Leadership
Organization Skills
Project Management
Analytical Skills
Time Management
Teamwork
Microsoft Excel
Financial Analysis
Customer Relationship Management (CRM)
Networking
Communication
Computer Literacy
Customer Service
Technical Analysis
Microsoft Office
Financial Statement Analysis
Sales
Blockchain
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Discover more about Questrade Financial GroupWhat is Stephenson Mande email address?
Email Stephenson Mande at [email protected] and [email protected]. This email is the most updated Stephenson Mande's email found in 2026.
How to contact Stephenson Mande?
To contact Stephenson Mande send an email to [email protected] or [email protected]. (updated on September 28, 2024)
What company does Stephenson Mande work for?
Stephenson Mande works for Questrade Financial Group
What is Stephenson Mande's role at Questrade Financial Group?
Stephenson Mande is Business Development Specialist
What is Stephenson Mande's Phone Number?
Stephenson Mande's phone (416) ***-*576
What industry does Stephenson Mande work in?
Stephenson Mande works in the Financial Services industry.
Stephenson Mande Email Addresses
Stephenson Mande Phone Numbers
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