Wendy Cowan

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Wendy Cowan

Certified Since:: Oct 2019

My background:

I have a business management diploma and also have an extensive background in the financial industry and administration support. I have managed a team of 25 and ensured their pipeline was current and on target. I understand the procedures in place both federally and provincially to follow. I am an obm who specializes by partnering up with financial advisors, mortgage brokers and Insurance agents. My goal as an online business manager is to take things off your plate so you can focus on your client.


Skills & Training:

International Association of online business manager
Degree in business management
Administrative support
Business strategy
critical thinking who thinks out of the box
problem solver
Relationship management
systems and automation
standard operation procedures


Languages:

English


Online tools & systems:

dropbox
zoom
clickfunnels
calendly
paypal
quicbooks
dubsado
gsuite
teamwork pm





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