Daniel Valdes

Managed and grew a portfolio of over 150 high-net-worth clients with total assets under administration exceeding $50 million. Delivered personalized financial strategies across banking, lending, and investments, while originating and managing credit facilities for personal and business needs.

Managed and grew a portfolio of over 150 high-net-worth clients, with total assets under administration exceeding $50 million. Delivered personalized financial strategies across banking, lending, and investments, while also originating and managing credit facilities for various client needs.

Supervised staff transactions and participated in their personal performance management and development, leading and training staff on day-to-day operations and complex banking procedures. Achieved and surpassed a 25% increase in the acquisitions of investments, mortgages, high-net-worth referrals, and commercial loans.

Supervised staff transactions and actively participated in their personal performance management and development. Led and trained staff on day-to-day operations and complex banking procedures, achieving and surpassing a 25% increase in acquisitions of investments, mortgages, and high-net-worth referrals.

Acquired over $1.5M per quarter in investments and lent over $1M per quarter in Mortgages and Professional Student Lines of Credit. Provided personalized financial advice and carried out daily business development and prospecting activities, exceeding all sales goals for the fiscal year by over 170%.

Acquired over $1.5M per quarter in investments and lent out over $1M per quarter in Mortgages and Professional Student Lines of Credit, referring over $1M per quarter to TD Partners. Provided personalized financial advice and carried out daily business development and prospecting activities, exceeding all sales goals by finishing the fiscal year at over 170%.

Currently pursuing the CFA Level 1 certification to deepen expertise in investment management and financial analysis. This program covers ethical and professional standards, investment tools, asset classes, and portfolio management.

Completed a Certificate in Financial Services Advice, gaining foundational knowledge in financial planning and client advisory services. This certification equipped me with essential skills for providing comprehensive financial guidance.

Earned a Bachelor's degree in Finance, focusing on financial markets, corporate finance, and investment strategies. The curriculum provided a strong theoretical and practical understanding of financial principles and their application.

Successfully completed the Canadian Securities Course, acquiring in-depth knowledge of the Canadian capital markets. This course is a prerequisite for various financial industry roles and covers investment products, trading, and regulatory frameworks.