Portia Wakefield

Portia Wakefield serves as the Business Analysis Practice Manager at Close Brothers Asset Management since February 2018, having previously held the position of Business Analyst. Prior experience includes a lengthy tenure at Coast Capital Savings from November 2001 to February 2017, where Portia specialized in business analysis, process definition, and requirements documentation. Key contributions include leading the Temenos T24 Banking System Conversion as a Business Analyst and SIT Test Lead, and managing super user training for the T24 system. Additionally, Portia's role as Senior Administrator for Agency Deposits involved servicing a network of over 300 deposit brokers and managing over $3 billion in deposits. Portia holds a Certificate in Financial Planning from the British Columbia Institute of Technology and a Certificate in Business Analysis from McMaster University.