Austina Mongroo
About Austina Mongroo
Austina Mongroo is the Team Lead for Registered Agents at Wealthsimple, with a background in finance and experience at Questrade Financial Group, RBC Direct Investing, Life Long Group of Companies, and TD.
Current Position at Wealthsimple
Austina Mongroo is currently serving as the Team Lead for Registered Agents at Wealthsimple. She began her tenure in this role in 2022. Wealthsimple is a Canadian online investment management service focused on simplifying investing and making it accessible to everyone. Austina's role involves leading a team responsible for managing registered agents, a crucial part of the financial services offered by the company.
Previous Experience at Questrade Financial Group
Austina Mongroo worked as a Trader at Questrade Financial Group from 2019 to 2022. Questrade is known for providing Canadian self-directed investors with low-cost, tailored online brokerage services. During her 3-year tenure at Questrade, Austina was responsible for executing trades, managing client portfolios, and ensuring compliance with trading regulations.
Role at RBC Direct Investing
Austina Mongroo held the position of Investment Representative at RBC Direct Investing from 2018 to 2019, for a period of 7 months. In this role, she provided investment advice and services to clients, helping them to manage their investment portfolios. RBC Direct Investing is a division of the Royal Bank of Canada (RBC) that offers self-directed investment services.
Internship Experience at Life Long Group of Companies
In 2017, Austina Mongroo completed an 8-month internship as a Financial Analyst at Life Long Group of Companies in Markham, Ontario. This role provided her with valuable experience in financial analysis, including the preparation of financial reports, analysis of market trends, and support in financial decision-making processes.
Professional Lending Advisor at TD
Austina Mongroo also worked as a Professional Lending Advisor at TD from 2016 to 2018, spending two years in this role in Markham, Ontario. She was involved in advising clients on lending options, assessing credit applications, and managing client relationships. TD is one of the largest banks in Canada, offering various financial services including retail and commercial banking.
Educational Background
Austina Mongroo studied Finance, General at Ontario Tech University, earning a Bachelor's degree. Ontario Tech University, located in Ontario, Canada, is known for its focus on technology-enhanced learning and industry-relevant education. Her education in finance has provided her with a strong foundation in financial principles and practices.