Hasan Naqvi, CFP, PFP
Vice President, Private Banking at BMO Wealth Management - Canada- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
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.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
CIM Candidate
Canadian Securities Institute (CSI)May, 2019- Nov, 2024 -
CFP
Financial Planning Standards Council (FPSC) -
PFP
Canadian Securities Institute (CSI)
Experience
-
-
Vice President, Private Banking
-
Jul 2017 - Present
-
-
-
-
Vice President - Financial Planning
-
Oct 2014 - Jul 2017
-
-
ISM, Regional Manager - Saskatchewan
-
Nov 2012 - Nov 2014
-
-
Financial Planner, IRP
-
Feb 2009 - Nov 2012
-
-
-
-
Equity Trader & Associate Portfolio Manager (Private Client Division)
-
2008 - 2008less than a year
-
-
-
-
Financial Consultant, PFP Specialist
-
2006 - 20082 years
-
-
Community
You need to have a working account to view this content.
Click here to join now
