Hi, I'm Brock. I'm a young professional working in the financial services industry in Vancouver. I have experience as a full-service financial advisor, selling holistic financial planning services including insurance and securities to retail and small-business clients. I've also sold exempt market securities to a broad client base across Canada. I am a proficient manager of data and personnel, and I intend to build my life's work around financial analysis and accounting. To that end, I am in the process of completing my CFA designation and...
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Hi, I'm Brock. I'm a young professional working in the financial services industry in Vancouver. I have experience as a full-service financial advisor, selling holistic financial planning services including insurance and securities to retail and small-business clients. I've also sold exempt market securities to a broad client base across Canada. I am a proficient manager of data and personnel, and I intend to build my life's work around financial analysis and accounting. To that end, I am in the process of completing my CFA designation and am beginning the journey toward my CA designation.
Professional Experience
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Everest Development Group Inc.CurrentAssociateI help commercial real estate investors find exciting, profitable new developments in the province of Alberta.I help commercial real estate investors find exciting, profitable new developments in the province of Alberta.
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League Investment Services, Inc.2011Member Services ManagerI provided information to League's member-partners regarding the investment products and services offered by League,...read moreI provided information to League's member-partners regarding the investment products and services offered by League, including the acclaimed IGW REIT and the high-quality limited partnerships the company offers.
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Edward Jones2011Financial AdvisorI provided clear, attainable strategies toward the financial goals of individual and business clients. I built and...read moreI provided clear, attainable strategies toward the financial goals of individual and business clients. I built and maintained a local client base, and networked with other professionals to better serve clients and community.
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Bill Mudge Residence2010CounselorI worked as a counselor with federal offenders on parole. I maintained a caseload of clients with whom I would meet...read moreI worked as a counselor with federal offenders on parole. I maintained a caseload of clients with whom I would meet regularly to discuss their re-entry into the community. I provided staff support and leadership, as well as comprehensive office administration work.
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Cadboro Bay Book Company2007SalespersonI sold books to a dedicated, regular customer base.I sold books to a dedicated, regular customer base.
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Activity
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Contact
Email: brock.haug@gmail.com
Followers (7)
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Last Brick Capital
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