Shelly Ann Mer Yumul

Shelly Ann Mer Yumul

Lease Analyst @ IG Wealth Management

About Shelly Ann Mer Yumul

Shelly Ann Mer Yumul is a Lease Analyst currently working at IG Wealth Management in Winnipeg, Manitoba, Canada. She has a strong background in financial services, having previously held positions at HSBC and IG Wealth Management, and holds degrees in Mathematics and Science from the University of the Philippines and the University of Manitoba, respectively.

Work at IG Wealth Management

Shelly Ann Mer Yumul has been working at IG Wealth Management since 2021 as a Lease Analyst. In this role, she applies her expertise in financial services and customer service. Prior to her current position, she held multiple roles within the company, including Mutual Funds Operations Services Administrator from 2017 to 2018 and Compliance Administrator from 2018 to 2021. Her experience at IG Wealth Management spans several years and showcases her adaptability and growth within the organization.

Education and Expertise

Shelly Ann Mer Yumul studied at the University of the Philippines, where she earned a Bachelor of Science degree in Mathematics from 2001 to 2005. She furthered her education at the University of Manitoba, obtaining a Bachelor's degree in Science from 2017 to 2020. Her educational background supports her exceptional numerical and analytical skills, which are essential in her roles within the financial services sector.

Background

Before joining IG Wealth Management, Shelly Ann Mer Yumul worked at HSBC as an Assistant Manager from 2005 to 2014 in the National Capital Region of the Philippines. This nine-year experience in retail banking and credit mortgage operations contributed to her strong foundation in financial services. Her diverse professional background includes roles focused on customer service and compliance, enhancing her organizational and communication skills.

Achievements in Training and Development

Shelly Ann Mer Yumul conducted refresher courses in various areas, including Sales, Product Development, Credit Operations, and Risk Management. These initiatives reflect her commitment to professional development and her strong customer orientation. Her ability to communicate effectively in both Tagalog and English allows her to engage with a diverse audience, further enhancing her training capabilities.

Skills and Competencies

Shelly Ann Mer Yumul possesses exceptional numerical, analytical, organizational, and communication skills. Her professional experience spans credit mortgage operations, retail banking, and financial services, equipping her with a comprehensive skill set. Her strong customer service orientation is evident in her roles, where she has demonstrated effective communication and problem-solving abilities.

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