Brennan Habetler

Associate Analyst Equity Research at Keystone Financial - Keystocks.com
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Contact Information
us****@****om
(386) 825-5501
Location
Saskatoon, Saskatchewan, Canada, CA

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Credentials

  • CFA level II Exam
    CFA Institute
    Jan, 2022
    - Oct, 2024
  • CFA level I Exam
    CFA Institute
    Jan, 2018
    - Oct, 2024

Experience

  • Keystone Financial - Keystocks.com
    • Canada
    • Financial Services
    • Associate Analyst Equity Research
      • May 2019 - Present

  • Montréal Exchange
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Montreal Exchange Student Ambassador
      • Sep 2017 - Apr 2018

      As an ambassador for the Montreal Exchange, I promoted their Options Trading Simulation around the UofS campus. In addition, I held option learning sessions emplaced to teach students how to trade options. As an ambassador for the Montreal Exchange, I promoted their Options Trading Simulation around the UofS campus. In addition, I held option learning sessions emplaced to teach students how to trade options.

  • George S. Dembroski Student Managed Portfolio Trust
    • Student - Equity Analyst
      • Sep 2016 - Apr 2018

      As a student analyst I helped actively manage the Dembroski Student Managed Portfolio Trust, comprised of $1.8 million in financial assets under management. Collaborating with a group of analysts I performed buy/sell recommendations for equities within the industries of Industrials, Consumer Discretionary and Consumer Staples. As a student analyst I helped actively manage the Dembroski Student Managed Portfolio Trust, comprised of $1.8 million in financial assets under management. Collaborating with a group of analysts I performed buy/sell recommendations for equities within the industries of Industrials, Consumer Discretionary and Consumer Staples.

  • City of Prince Albert
    • Canada
    • Government Administration
    • 1 - 100 Employee
    • Accounting Clerk
      • May 2015 - Aug 2017

Education

  • CFA Institute
    2018 - 2023
  • Canadian Securities Institute
    Canadian Securities Course, Finance
    2018 - 2018
  • University of Saskatchewan
    Bachelor of Commerce - BCom, Finance
    2013 - 2018

Community

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