Barb Allen
About Barb Allen
Barb Allen is an Associate, Operations Trader at Wealthsimple in Toronto, Ontario, Canada, with extensive experience in the financial services industry and a strong educational background in various fields.
Company
Barb Allen is currently employed at Wealthsimple, a leading financial services company known for its modern approach to investing. Since 2021, Barb has served as an Associate, Operations Trader at the organization’s Toronto office. Prior to this role, Barb worked at Wealthsimple as a Registered Representative from 2015 to 2021, providing her with extensive experience in financial services and operations trading.
Title
Barb Allen holds the title of Associate, Operations Trader at Wealthsimple. In this role, she is involved in executing trades and ensuring the smooth operation of trading functions. Her proficiency in trading operations is complemented by her experience as a Registered Representative at the same company.
Previous Experience
Before joining Wealthsimple, Barb Allen gained substantial industry experience at Canadian ShareOwner Investments Inc. She held various roles, starting as a Customer Care Representative from 2004 to 2005, then progressing to an Investment Representative from 2005 to 2014, and finally serving as a Registered Representative from 2014 to 2015. These roles helped her develop strong customer service skills and a deep understanding of investment processes.
Education and Expertise
Barb Allen has a diverse educational background. She studied Philosophy and achieved a BA from Western University from 1990 to 1995. She has also pursued specialized courses in various fields, including a Journalism, Print certificate from Sheridan College (1995-1996), and a Mental Health First Aid certification from the Mental Health Commission of Canada in 2018. Further enhancing her qualifications, she obtained a Human Resources Management Certificate from Fleming College and completed courses in Applied Mindfulness Meditation at the University of Toronto (2020-2021). Additionally, she studied Indigenous Canada at the University of Alberta in 2021.
Skills and Interests
Barb Allen is skilled in using tools such as Microsoft Office, Google Docs, Keynote, JIRA, and ZenDesk. She practices meditation, yoga, and walking to maintain balance and focus in her personal life. Barb is enthusiastic about discussing topics related to diversity, equity, and inclusion (DEI), fintech, start-ups, and meditation. She actively looks for opportunities to enhance her skills in Human Resources and enjoys collaborating with cross-functional teams to improve trade execution and customer service.