Alyssa Weber, BBA
Client Service Associate, CWB Wealth Partners
Email
[email protected]
Office Phone
403.234.2348
LinkedIn Profile
Alyssa Weber
Location
Calgary, Alberta
A self-motivated team player, I enjoy working with colleagues and clients on a range of wealth management services. I approach my work in an organized, timely and accurate manner to get the best possible results. Fostering trust is important to me, and I embrace each situation with a view towards creating a great experience for clients.
I graduated from Mount Royal University with a Bachelor of Business Administration (majoring in finance), and worked for more than seven years in the service industry. A continuous learner, I recently completed my Canadian Securities Course (CSC®) and continue to take more courses.
Calgary, Alberta
“I want to be the best version of myself so I can better support others in reaching their goals.”Having gone to school for business and finance, I always knew that I wanted to do something in this field. I was leaning towards a corporate finance career, but my service industry experience inspired me to take a Client Service Associate position with CWB Wealth Partners in 2023. I enjoy talking to people and sharing knowledge, so this role turned out to be a great fit with my strengths and interests.
A self-motivated team player, I enjoy working with colleagues and clients on a range of wealth management services. I approach my work in an organized, timely and accurate manner to get the best possible results. Fostering trust is important to me, and I embrace each situation with a view towards creating a great experience for clients.
I graduated from Mount Royal University with a Bachelor of Business Administration (majoring in finance), and worked for more than seven years in the service industry. A continuous learner, I recently completed my Canadian Securities Course (CSC®) and continue to take more courses.
Beyond the Office
When not working, I enjoy snowboarding, golfing, camping, and spending time with family and friends. I also love travelling, and one day hope to explore a few must-see destinations, such as Spain and New Zealand.