Heather Churchill-Smith, CFA

Head of Client Insights and Experience Design at Mawer Investment Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Chartered Financial Analyst
    CFA Institute
    Sep, 2013
    - Nov, 2024

Experience

    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Head of Client Insights and Experience Design
      • Mar 2023 - Present

    • Product Owner, Salesforce
      • Jan 2022 - Mar 2023

    • Investment Counsellor
      • Jan 2017 - Dec 2021

    • Associate Investment Counsellor
      • Mar 2015 - Dec 2017

    • Mutual Fund Advisor
      • Aug 2011 - Mar 2015

    • Institutional Portfolio Manager Associate
      • Feb 2009 - Aug 2011

Education

  • Dalhousie University
    B.Comm, Finance
    2004 - 2007

Community

You need to have a working account to view this content. Click here to join now