Niki Prodanović MBA, MA, HBA has a diverse range of work experience spanning various companies and roles throughout their career. Starting in 2005, Niki worked as an Assistant Manager at RBC Investor & Treasury Services, specifically in the Entitlements department. In 2007, they joined Citi as a Client Delivery Lead in the Global Transaction Services division. Moving on to BMO Financial Group in 2008, Niki held positions as a Manager & Business Lead in the Private Client Group Product Operations and later as the Head & Senior Manager in Client Experience for the Private Client Group. In 2011, Niki joined New SRO / Nouvel OAR where they were involved in various committees and subcommittees related to regulatory operations and account transfers. At Edward Jones, starting in 2014, Niki served as the Director of Canadian Operations & Service until 2017 and then took on the role of Principal (Partner) Head of Operations in the Canada Project & Change Management Office. Finally, in 2018, Niki became a Director and Board Member at Fundserv, also serving as the Chair of the Fundserv Advisory Council for Broker/Dealers. Niki's experience demonstrates their expertise in operations, client experience, and regulatory matters within the financial industry.
Niki Prodanović completed their education in the following chronological order:
1. Honors Bachelor of Arts (H.B.A) in Philosophy from McMaster University, with a duration from 2000 to 2004.
2. Master of Arts (MA) from the University of Guelph, with a duration from 2004 to 2005.
3. Executive MBA (Cohort 121) from Northwestern University - Kellogg School of Management, with a duration from 2019 to 2021.
4. Ongoing participation in courses:
- Omnichannel Business & Managing People For Competitive Advantage Course at WHU – Otto Beisheim School of Management in 2021.
- Venture Capital in the Kellogg-Recanati Executive MBA Program at the Coller School of Management in 2021.
Additionally, Niki Prodanović obtained various certifications throughout their career:
- Customer Loyalty: A Strategic Approach from Kellogg Executive Education in March 2023.
- Make Belonging Real in the Workplace from LinkedIn in March 2023.
- Succession Planning from LinkedIn in March 2023.
- Blockchain Basics from LinkedIn in December 2021.
- MBA from Northwestern University - Kellogg School of Management in July 2021.
- Powerful Prioritization with the 80/20 Rule from LinkedIn in April 2021.
- Measure What Matters (Blinkist Summary) from LinkedIn in November 2019.
- Partners, Directors and Senior Officers Course (PDO) from the Canadian Securities Institute in December 2017.
- Wealth Management Essentials (WME®) from the Canadian Securities Institute in October 2017.
- Canadian Securities Course (CSC®) from the Canadian Securities Institute in December 2014.
- Conduct and Practices Handbook Course (CPH®) from the Canadian Securities Institute in July 2014.
- Unconscious Bias from LinkedIn (specific completion dates not provided).
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