Paolo C.
About Paolo C.
Paolo C. is an Area Sales Manager at CIBC, specializing in Mobile Advice for the New Housing Market in British Columbia, Canada.
Current Role at CIBC
Paolo C. currently holds the position of Area Sales Manager, Mobile Advice, New Housing Market at CIBC. He has been in this role since 2021, operating out of British Columbia, Canada. His responsibilities likely involve overseeing sales operations, providing mobile advice, and focusing on the new housing market sector.
Previous Work Experience at Worldsource Financial Management
Prior to his current role, Paolo was a Mutual Fund Representative at Worldsource Financial Management. He worked there for 7 months from 2020 to 2021, where he was likely responsible for advising clients on mutual fund investments and managing financial portfolios.
Roles at Coast Capital Savings
From 2016 to 2021, Paolo worked at Coast Capital Savings in two notable roles: Relationship Manager and Mobile Mortgage Specialist. This 5-year tenure in Vancouver, British Columbia, Canada included responsibilities such as managing client relationships and mobile mortgage services.
Experience at Vancity
Paolo dedicated 11 years to Vancity, starting as a Financial Services Representative from 2004 to 2007. He later served as an Account Manager I/II from 2007 to 2011 before being promoted to Assistant Branch Manager from 2011 to 2016. His roles at Vancity involved a range of responsibilities from customer service to branch management.
Educational Background
Paolo studied at several institutes, enhancing his professional and academic qualifications. He completed the Canadian Investment Funds Course (CIFC) at IFSE Institute in 2020. From 2013 to 2015, he participated in the Harvard Mentormanagement Program at Harvard Business School. Paolo also holds a diploma in Finance and Accounting from the British Columbia Institute of Technology, earned between 1998 and 2000. Additionally, he attended St. John Ambulance in 2019.