Eric Patos

Operations Admin. Investment Sales at CMI Canadian Mortgages Inc

Eric Patos has extensive experience in the financial services industry, with roles ranging from Administrative Assistant to Operations Lead. Eric has worked for companies such as CMI Canadian Mortgages Inc, HollisWealth, Manulife Securities, Ten Star Financial Services, TD Insurance, RBC Dominion Securities, CI Financial, and AGF Investments Inc.Eric's expertise includes investment sales, financial planning, client services, and administration in various departments such as Segregated Funds, RRSP, and Mutual Funds.

Links

Previous companies

HollisWealth logo

Timeline

  • Operations Admin. Investment Sales

    September, 2022 - present

  • Operations Lead. Funds

    January, 2022

  • Investment Sales Assistant

    July, 2021