Oliver Tupaz
About Oliver Tupaz
Oliver Tupaz is a Customer Account Coordinator at J.D. Irving, Limited, with a background in financial services and risk insurance. He has held various roles in the finance sector, including positions at goeasy Ltd. and Marsh, and has a strong commitment to financial literacy and data management.
Work at J.D. Irving
Oliver Tupaz has been employed at J.D. Irving, Limited as a Customer Account Coordinator since 2019. His role is based in Dieppe, New Brunswick, Canada. In this position, he is responsible for managing customer accounts and ensuring client satisfaction. His experience in customer service and financial services contributes to his effectiveness in this role.
Previous Experience at goeasy Ltd.
Prior to his current role, Oliver Tupaz worked at goeasy Ltd. as a Financial Services Representative from 2017 to 2019. During his two years in this position, he was based in Moncton, New Brunswick, Canada. His responsibilities included assisting customers with financial products and services, enhancing his expertise in the financial sector.
Background in Financial Services
Oliver Tupaz has a solid background in financial services, having studied at Pinnacle Financial Services Academy. He achieved an Advanced Diploma of Financial Planning in 2014 and a Diploma in Financial Services & Financial Planning in 2011. His education has equipped him with the knowledge necessary for a career in financial planning and customer account management.
Experience at Marsh
Oliver Tupaz has significant experience at Marsh, where he held multiple roles. He started as a Management Trainee from 2006 to 2007, then served as a Client Executive from 2007 to 2008. He later worked as a Marine Cargo Practice Leader/System Specialist from 2008 to 2011. His roles at Marsh provided him with extensive knowledge in risk insurance and client management.
Advocacy for Financial Literacy
Oliver Tupaz advocates for financial literacy across diverse communities. His commitment to enhancing financial understanding is reflected in his professional endeavors and educational background. He aims to empower individuals with the knowledge necessary to make informed financial decisions.