Monica Turdeanu
About Monica Turdeanu
Monica Turdeanu serves as a Transition Coordinator at Harbourfront Wealth Management, a position she has held since 2018. She has a diverse background in financial services, with previous roles at various companies including Global Pacific Financial Services Ltd. and RBC Insurance.
Work at Harbourfront Wealth Management
Monica Turdeanu has been serving as a Transition Coordinator at Harbourfront Wealth Management since 2018. In this role, she is responsible for managing the transition process for clients, ensuring a smooth transfer of assets and information. Her experience in this position spans over six years, during which she has contributed to the firm's operational efficiency and client satisfaction.
Education and Expertise
Monica Turdeanu studied at the University of Bucharest, where she earned a Bachelor of Science degree from 1986 to 1990. Additionally, she attended Codecs Open University for one year from 2000 to 2001. Her educational background provides her with a solid foundation in financial services and client management.
Professional Background
Monica Turdeanu has a diverse professional background in the financial services industry. Prior to her current role, she worked at DundeeWealth Inc. as an Assistant to Investment Fund Advisor and Client Relationship Manager from 2010 to 2012. She also held positions at Global Pacific Financial Services Ltd. as a Team Leader in Agency Services and as a Commissions Administrator, as well as at RBC Insurance as a Financial Services Representative.
Previous Roles and Responsibilities
Monica's career includes significant roles in various financial institutions. At Global Pacific Financial Services Ltd., she worked as a Commissions Administrator from 2005 to 2007 and later as a Team Leader in Agency Services from 2007 to 2008. Her experience at RBC Insurance from 2002 to 2004 as a Financial Services Representative further enhanced her skills in client relations and financial product knowledge.