Linda Clifford
About Linda Clifford
Linda Clifford serves as a CSA II at Investors Group in Oakville, Ontario, where she has worked since 2012. She has a background in portfolio management and customer service within the financial services industry.
Work at Investors Group
Linda Clifford has been employed at Investors Group as a Client Service Associate II (CSA II) since 2012. With over 12 years of experience in this role, she operates from Oakville, Ontario. In her position, she contributes to the financial services sector by leveraging her skills in portfolio management and customer service.
Previous Experience at Leasecor Equipment Finance Inc
Before joining Investors Group, Linda worked at Leasecor Equipment Finance Inc as Sales Support from 2003 to 2008. During her five years in this role, she gained valuable experience in customer support and sales processes within the financial services industry, which has contributed to her overall expertise.
Education in Accounting and Finance
Linda studied at Mohawk College, where she completed a program in Accounting and Finance from 1995 to 1997. This educational background provided her with foundational knowledge and skills applicable to her career in the financial sector.
Skills in Financial Planning and Risk Management
Linda possesses strong skills in portfolio management, which are essential in the financial services industry. She is proficient in using Microsoft Excel and Microsoft Word, tools that are critical for financial planning and risk management. Her technical skills enhance her ability to provide effective customer service.
Customer Service Expertise
Linda has a demonstrated history of providing customer service in the financial sector. Her experience in both her current and previous roles has equipped her with the necessary skills to address client needs and support their financial goals.