JY

Jack Y.

Senior Investment Agent at National Bank Direct Brokerage

Jack Y. has diverse experience in the financial and retail industries, starting as a Financial Advisor at Edward Jones before transitioning to roles such as Retail Sales Manager and Business Owner. Currently, as a Senior Investment Agent at National Bank Direct Brokerage, Jack handles retail trading for stocks, options, bonds, and other instruments. With a background in business development and financial advising, Jack Y. excels in managing risk and delivering excellent customer service.

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Timeline

  • Senior Investment Agent

    January, 2022 - present

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