Efnan Dogan
About Efnan Dogan
Efnan Dogan is a Senior Financial Services Representative, Investments at CIBC in Toronto, Ontario, Canada, with a background in finance and customer service.
Company
Efnan Dogan is currently working at CIBC as a Senior Financial Services Representative, Investments. Efnan started this role in 2021 and is based in Toronto, Ontario, Canada. CIBC, or the Canadian Imperial Bank of Commerce, is a leading North American financial institution dedicated to making its clients' ambitions a reality through personalized financial services and investment solutions.
Title
Efnan Dogan holds the title of Senior Financial Services Representative, Investments. This role involves complex financial advisory duties, focusing on investment strategies and client portfolio management. The position demands a high level of expertise in financial services as well as a client-centric approach to consistently deliver solutions that meet client needs.
Education and Expertise
Efnan Dogan has an extensive educational background in finance and wealth management. Efnan holds a postgraduate degree in Financial Planning and Wealth Management from Lambton College, obtained between 2018 and 2020. Additionally, Efnan attended Yeditepe University on a full scholarship, achieving a 3.86/4.00 GPA in International Finance from 2015 to 2017. Efnan also participated in an exchange program at Management Center Innsbruck in Austria.
Professional Background
Before becoming a Senior Financial Services Representative, Efnan worked in several roles at CIBC. From 2019 to 2021, Efnan served as a Financial Services Representative II, and from 2018 to 2019, Efnan was a Customer Service Representative. Prior to joining CIBC, Efnan held positions internationally, including a 3-month internship at Radisson Blu in Istanbul, Turkey, and a 3-month stint as a Floor Supervisor at Kalahari Resorts & Conventions in Dells, Wisconsin, US, in 2015.
Achievements
Efnan Dogan is known for a client-centric approach to customer service, regularly exceeding client expectations. As a custodian for securities at the branch, Efnan ensures their security and proper management. Efnan proactively initiates client contacts, successfully arranging appointments and securing referrals. Additionally, Efnan plays a supportive role to the Branch Manager, demonstrating readiness to assist team members and manage branch operations effectively.