Alex Puntillo

Digital Investment Specialist at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA

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Bio

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Credentials

  • Derivatives Fundamentals and Options Licensing Course
    Canadian Securities Institute (CSI)
    Nov, 2018
    - Nov, 2024
  • Conduct and Practice Handbook Course
    Canadian Securities Institute (CSI)
    Sep, 2018
    - Nov, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    May, 2018
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Digital Investment Specialist
      • Feb 2021 - Present

    • 5 Star Investment Specialist
      • Jul 2020 - Feb 2021

    • Investment Specialist
      • Jun 2018 - Jul 2020

      Fully licensed as an IIROC Investment Representative with Options.

Education

  • University of Toronto
    Bachelor of Arts - BA, History and Political Science
    -
  • Humber College
    Graduate Certificate, Financial Planning and Services
    -

Community

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