Vanessa Sheen Associate, Skyline Wealth Management Inc.
As a Client Experience Associate, Vanessa delivers solution-oriented customer service to investors, serving as their primary point of contact for any inquiries they may have. She provides valuable administrative support to advisors by qualifying investors and efficiently handling documentation processes.
With over five years of experience in insurance, banking, and wealth management, Vanessa possesses a wealth of expertise. She is driven by results and demonstrates tenacity and flexibility when faced with challenges. As a Client Services Associate, she aims to become an expert in her field, enabling her to create more efficient processes and serve as a valuable resource for both investors and colleagues.
In addition to her practical experience, Vanessa holds a leadership certification and has successfully completed the Exempt Market Proficiency (EMP) course. She is currently enrolled in the Canadian Securities Course (CSC), actively seeking to enhance her knowledge and skill set. During her free time, Vanessa volunteers with Big Brothers Big Sisters of Oakville, displaying her passion for making a positive impact in her community.