Samuel Triplett
About Samuel Triplett
Samuel Triplett is a Customer Service Representative at Investor Services Inc (ISI) with a background in financial planning and customer service.
Current Role at CIBC
Samuel Triplett currently serves as a Customer Service Representative at Investor Services Inc (ISI) within CIBC. His role involves interacting with clients and addressing their investing needs, leveraging his extensive experience in customer service to ensure client satisfaction and support. Samuel has been in this position since 2021.
Previous Experience at CIBC
Before his current role, Samuel Triplett worked as a Contact Centre Specialist II in the Credit Cards department at CIBC. He held this position from 2020 to 2021, gaining valuable experience in customer interaction and problem resolution in the financial services sector. This role was based in the Toronto, Canada Area.
Internship at Questrade Financial Group
Samuel Triplett completed a three-month internship as a New Accounts Intern (Co-op) at Questrade Financial Group in 2019. During his internship, he gained practical experience in the financial services industry, particularly in the areas of new account setup and client onboarding.
Early Career in Retail and Services
Samuel Triplett worked in various positions in the retail and service sectors before entering the financial industry. He served as a Cashier/Service Clerk at Fortinos Supermarket Ltd from 2016 to 2018 and was an Assistant at Tranquility Base Massage Therapy from 2012 to 2016. Both roles were located in the Toronto, Canada Area.
Education and Certifications
Samuel Triplett studied Business Administration - Financial Planning at Seneca College, where he achieved an Advanced Diploma with honours from 2017 to 2019. He has also acquired the Canadian Securities Course (CSC) designation, further solidifying his expertise in the financial planning domain.