Brennan Toh, CFA

Portfolio Analyst at SaskCentral
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Ottawa Metropolitan Area, 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)
    CFA Institute

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Analyst
      • Jun 2018 - Present

    • Capital and Treasury Analyst
      • Jan 2018 - Jun 2018

    • Canada
    • Banking
    • 700 & Above Employee
    • Manager
      • Jul 2015 - Jan 2017

      -Provides flexible solutions, expertise, and advice to mid-size businesses-Developed relationships with new and existing clients to grow and develop a portfolio of corporate clients-Analyzed client financial statements and operations to identify funding needs and the clients ability to support credit products -Conduct risk, credit, and financial analysis for existing and new financing opportunities-Recognized as a Top Performer being named a Quarterly Achiever - Individual Recipient (Q4'16). Show less

    • Associate, Commercial Banking
      • Nov 2013 - Jul 2015

      -Analyzed client financial statements and operations to identify funding needs and the clients ability to support credit products-Industry research and company profiling for risk assessment purposes-Support manager in business development, underwriting, and monitoring activities relevant to their portfolio

    • Customer Service Representative
      • Jan 2012 - Nov 2013

      - Responsible for handling supply of branch cash, coin and foreign currency - Administered global financial transfers - Align clients needs through positive relationship management

    • Canada
    • 1 - 100 Employee
    • Instructor
      • Jun 2007 - Apr 2011

Education

  • University of Saskatchewan
    Bachelor of Commerce (B.Com.), Finance
    2009 - 2013

Community

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