Julianna Cardozo
About Julianna Cardozo
Julianna Cardozo is the Team Lead for Premium Services at Wealthsimple in Toronto, Ontario, Canada. She holds a Bachelor of Commerce from the University of Toronto - Rotman School of Management.
Current Role at Wealthsimple
Julianna Cardozo is currently serving as Team Lead, Premium Services at Wealthsimple in Toronto, Ontario, Canada. She assumed this role in 2021 and is responsible for overseeing premium services within the company. Wealthsimple is known for providing innovative investment solutions and financial services to its clients. In her capacity, Julianna plays a key role in managing client interactions and ensuring that premium account holders receive high-quality service.
Previous Role at Wealthsimple
Prior to her current position, Julianna Cardozo worked as an Associate, Client Experience at Wealthsimple from 2020 to 2021. In this role, she was involved in managing client relations and providing support to account holders to enhance their experience with Wealthsimple's financial products. Her contributions were vital in maintaining the firm's reputation for excellent client service.
Experience at RBC Dominion Securities
Before joining Wealthsimple, Julianna Cardozo was employed at RBC Dominion Securities as an Administrative & Marketing Associate from 2019 to 2020 in the Greater Toronto Area. In this position, she was responsible for a variety of administrative and marketing tasks, supporting the team in their daily operations, planning, and executing marketing strategies, and providing administrative support to ensure seamless workflow within the department.
Education and Academic Background
Julianna Cardozo is an alumna of the University of Toronto - Rotman School of Management, where she completed her Bachelor of Commerce (BCom) from 2015 to 2019. During her time at the university, she specialized in Public Accounting and also pursued minors in Economics and Italian Culture and Communication. Her academic background has provided her with a solid foundation in business, accounting, and cross-cultural communication.