beBee background
Professionals
>
Richmond Hill
Claudio  Colatosti

Claudio Colatosti

Experienced Wealth Operations Senior Manager

Accounting / Finance

Richmond Hill, York

Social


About Claudio Colatosti:

I have extensive experience in building strong dynamic 
teams with a base platform built on respect and empowerment. The experience I have garnered over the course of my 
professional career has proven to be integral in my professional approach . I continue to develop myself to be a high 
performer with a pragmatic approach. I have been fortunate to be given the opportunity to both build and transform
teams by providing focused efforts, direction and anonymity. I shy away from no task and see all as a way to grow and add 
to my ever growing knowledge and skill sets. I follow a simple philosophy of getting things done through proper planning
and setting expectations. 
I consider myself a hands-on manager not to be interpreted as a micro manager as I am a firm believer in empowering my 
team to make them efficient and self-sustaining without added exposure to risk. I am a dedicated individual driven by 
personal desire to do the right thing and share the same sentiment with my team to foster an environment where all 
teammates are aware of the goals and expectations and are provided the opportunity to strive.

Experience

A progression in Brokerage Operations touching on many areas of expertise dealing with all levels of management third-party vendors, and contract negotiations.  20 years of people management from hiring, performance reviews, and mentoring.  A pragmatic approach to all things relevant with attention to detail and commitment to do the right thing.  My most recent experience saw a lot of progression in my career in dealing with multiple governing agencies i.e. CRA, MRQ, IRS, IIROC, and MFDA (Now CIRO).  The mandate was to create and build 5 distinct teams within the Wealth Operation of a large investment dealer, including, Tax Team(Domestic and US), Dealer Services, Security Master, and Internal Controls.  Had the opportunity to work closely with the product team in determining the suitability of products to be placed on our trading platform.  Of special mention was the development and creation on documentation to present to the various regulators and to serve as training and reference material.

Education

Business Administration

Professionals in the same Accounting / Finance sector as Claudio Colatosti

Professionals from different sectors near Richmond Hill, York

Other users who are called Claudio

Jobs near Richmond Hill, York

  • Join a purpose driven winning team committed to results in an inclusive high performing culture Reporting to the Director Centre of Excellence the Senior Manager plays a strategic role in advancing Scotiabank's leadership in serving newcomers and culturally diverse client segment ...

    Toronto

    1 month ago

  • We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs, and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediat ...

    Toronto, ON

    1 month ago

  • Work in company

    Associate Advisor

    ESSENTIAL HR

    We're Hiring: Associate Financial Advisor (CSC + LLQP Required). Bridge Wealth & Benefits Inc. is growing and looking for a licensed Associate Financial Advisor to join our team. · ...

    Mississauga, ON

    1 month ago