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AC

Aaron Dunn, Cfa

VP and Senior Equity Analyst at Keystone Financial - Keystocks.com
Intro Book
Investment professional with 15 years of experience in equities research and portfolio management.
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Location
Vancouver, British Columbia, Canada, CA
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
  • Python Professional working proficiency
Skills
  • Investments
  • Valuation
  • Equities
  • Portfolio Management
  • Financial Modeling
  • Show all
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Bio

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Topline AI
Aaron Dunn, CFA, is a seasoned investment professional with 15 years of experience in equities research, portfolio management, and financial analysis. He holds a Bachelor's degree in Business/Commerce and an Associate's degree in Business Administration and Management. Aaron is proficient in English, Spanish, and Python, and has a working proficiency in Bloomberg.

Credentials

  • Data Analyst Nanodegree
    Udacity
    May, 2015
    - May, 2026
  • CFA Charterholder
    CFA Institute
    Oct, 2011
    - May, 2026

Experience

Education

  • 2005 - 2007
    Royal Roads University
    Bachelor's degree, Business/Commerce, General
  • 2003 - 2004
    British Columbia Institute of Technology
    Associate’s Degree, Business Administration and Management, General
  • 1999 - 2002
    Camosun College
    Associate’s Degree, Mechanical Engineering

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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