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S2 E22 - Building your Financial Team & Strategy with Vickie Burgess of ATB Financial
Manage episode 398545024 series 3551837
Bob Piercy에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bob Piercy 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Vickie Burgess has in interesting story arch that landed her in the banking industry. Her journey is not that of financial schooling and institutions that would naturally lead to banking. Rather she came from the wold of Social Work where she spent eight years working with high-risk youth offenders in Toronto. Now this start may seem to have little crossover into banking but Vickey shows that this added perspective does prove useful when working with clients as they work to build the financial plan.
I really enjoyed talking with Vickie today and if you have any questions please feel free to reach out to her.
Victoria Burgess
Senior Private Client Adviser
ATB Financial
780-488-7631
vburgess@atb.com
Bob Piercy - host
- phone - 780-965-2232
- email - rhpiercy@me.com
- LinkedIn - https://www.linkedin.com/in/robertpiercy/
- Website - https://robertpiercy.com
- Facebook - https://www.facebook.com/BobPiercyCoTravelPocast
60 에피소드
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