B.A.A Carol Ann Tremblay Gagné Pl.Fin
About B.A.A Carol Ann Tremblay Gagné Pl.Fin
Carol Ann Tremblay Gagné is a Directrice De Compte Gestion De Patrimoine who studied at Université du Québec à Montréal and previously worked at Desjardins in a similar role.
Current Title and Role
Carol Ann Tremblay Gagné holds the title of Directrice De Compte Gestion De Patrimoine. In this role, she is responsible for managing and overseeing clients' wealth management accounts. Her responsibilities likely include providing financial advice, investment planning, and asset management to meet clients' financial goals.
Previous Experience at Desjardins
Carol Ann Tremblay Gagné previously worked at Desjardins as Directrice de Compte-Gestion de Patrimoine. In her tenure at Desjardins, she was involved in managing wealth management accounts, offering tailored financial solutions and strategies to clients, and helping them secure their financial future through prudent investment management and financial planning.
Education and Qualifications
Carol Ann Tremblay Gagné earned her degree from Université du Québec à Montréal. Her academic background has equipped her with extensive knowledge in financial planning, asset management, and wealth management. These qualifications have laid a strong foundation for her roles in the finance industry.