Safwan Shams
About Safwan Shams
Safwan Shams is a Sales Development Representative currently employed at Planful in Toronto, Ontario. He has a background in finance and business administration, holding a Bachelor's degree from Wilfrid Laurier University and experience in various roles within the banking and financial sectors.
Current Role at Planful
Safwan Shams currently serves as a Sales Development Representative at Planful. He has held this position since 2023, contributing to the company's sales efforts in Toronto, Ontario, Canada. His role involves engaging with potential clients and supporting the sales team in achieving their targets.
Previous Experience at TD
Safwan Shams has extensive experience with TD, where he held multiple roles. He worked as a Personal Banking Associate from 2020 to 2021 for nine months and as a Customer Experience Associate from 2019 to 2020 for one year. Additionally, he completed a Wealth Management Internship at TD in 2016 for four months. His time at TD provided him with a solid foundation in customer service and banking operations.
Experience as Global Financial Analyst
From 2021 to 2023, Safwan Shams worked as a Global Financial Analyst at Sovereign Wealth Fund Institute Inc. for two years. In this role, he focused on financial analysis and contributed to the organization's understanding of global financial markets.
Education at Wilfrid Laurier University
Safwan Shams studied at the Lazaridis School of Business & Economics at Wilfrid Laurier University, where he earned a Bachelor’s Degree in Business Administration and Management with a focus on Finance. His studies spanned from 2015 to 2019, equipping him with essential knowledge in business and finance.
High School Education
Safwan Shams completed his high school education at William Lyon Mackenzie C.I. from 2011 to 2015. This foundational education prepared him for his subsequent studies in business and finance.