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Charlotte Convery

Charlotte Convery

Sales Success Advisor

Administrative

Peterborough, Ontario

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About Charlotte Convery:

Results driven education savings advisor with over 5 years of experience in the financial industry, specializing in Registered Education Savings Plans. Demonstrated expertise in navigating complex financial landscape while delivering exception customer service. Skilled in team leadership and supervision, fostering a collaborative work environment to achieve organization objections. Adept in scholarship selection processes, leveraging a combination of analytical insight and strategic thinking to identify and support deserving candidates. 

Experience

Over 5 years experience in the financial industry, specializing in education savings and planning.

Education

Bachelor of Commerce - Leadership & Organization Management 

University of Guelph

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