Investment Fund Manager in Calgary
Location:Calgary, AB, Canada (Anywhere)Education level: College/University
Education field: Business
Years of experience: more than 5
Attributes that best describes:
Strong analytical skills
I have a Bachelor of Management (Finance) degree and am currently pursuing a Master of Science in Management (Finance) degree. I have the CFP, FMA and FCSI designations and am working toward the CIM designation.
I ran my own investment firm for over a decade where I gained extensive experience in accounting, bookkeeping, legal matters, shareholder communication, portfolio management, investment due diligence and much more.
I currently consult mainly to private investment issuers on the structuring of their offering to private investors. I also perform due diligence for various finance and investment related clients.
I have experience working in a call center, cold-calling, CRM use and other marketing and sales tasks.
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