Brandon Davis

TBD / Various at DRC (Data Repro Com Ltd.)
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
  • French Limited working proficiency

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Bio

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5.0

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MAK Kilani

I had the pleasure to work with Brandon on several projects. Brandon is an incredibly conscientious, industrious, open, and extraverted professional that goes out of his way to ensure the objectives of the team are met. Brandon showcased his leadership ability overtime, taking the initiative to plan out projects, lead when required, and suggest thought-provoking ideas that result in persistent positive performance for the team as a whole. For example, when the team discusses ideas, Brandon has an astute and differentiated ability to (1) clarify ideas and ensure everyone is heard, (2) define objectives, as per outlined goal, and (3) frame the problem we are trying to solve as a team. The result: the team focused on what was important, effectively eliminating non-valuable details and optimizing working sessions, in which the team benefitted from a competitive grade. In short, Brandon is unique in that he harmoniously balances people’s interests (i.e., team/individual growth) without sacrificing objectives of the project (people and mission oriented). He is an incredibly reliable professional as he learns quickly and never implements without due diligence. I wish him all the best in his endeavors, as I'm sure he will be a formidable industry leader in the near future. Needless to say, he is an asset to any team and organization.

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2022
    - Nov, 2024
  • Chartered Professional Accountant (CPA, CA)
    Chartered Professional Accountants of Ontario (CPA Ontario)
    Oct, 2017
    - Nov, 2024

Experience

    • Canada
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • TBD / Various
      • Jan 2023 - Present

      Working in various roles at our family business. Working in various roles at our family business.

    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Institutional Associate
      • Jun 2021 - Dec 2022

      "The Institutional Associate plays a critical role in supporting the PH&N Institutional team in both maintaining and communicating investment expertise in specific investment capabilities and supporting the delivery of exceptional service to our institutional clients. In this role you will collaborate with other Associates and Institutional Portfolio Managers, with a primary focus on supporting the core-active investment capabilities utilized by our institutional clients and portfolio management teams. You will be responsible for ensuring that our teams have the investment insights, education and presentation materials required to support the delivery of these strategies to our institutional clients and prospects. You will assist the Institutional Portfolio Managers and become the subject matter expert in the strategies that they cover, ultimately actively participating in the delivery of presentations to our clients and prospects." Show less

    • Canada
    • Investment Management
    • 700 & Above Employee
    • Wealth Management Generalist
      • Jul 2019 - Jun 2021

      "The RBC Wealth Management Generalist Program is a unique rotational program that develops future leaders within RBC Wealth and Asset Management. The program is offered to a select number of individuals each year who exhibit leadership potential and a versatile mindset, and welcomes applicants with diverse work or education backgrounds who can help RBC think differently." Rotation #1: RBC Direct Investing, Group Strategy Rotation #2: RBC GAM, Investment Products Advisory Group Rotation #3: PH&N Investment Management, Canadian Equities Rotation #4: PH&N Institutional, Fixed Income Show less

    • Canada
    • Insurance
    • 700 & Above Employee
    • Investment Analyst, Private Debt (MBA Summer Internship)
      • May 2018 - Aug 2018

      MBA summer internship with a focus on credit analysis. Concentration in Renewable Energy and Public-Private Partnerships, where I reviewed over 40 accounts representing more than $1 billion of the private debt portfolio. MBA summer internship with a focus on credit analysis. Concentration in Renewable Energy and Public-Private Partnerships, where I reviewed over 40 accounts representing more than $1 billion of the private debt portfolio.

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Accountant, Audit & Assurance
      • Sep 2014 - Jul 2017

      Junior Staff Accountant - September 2014 Intermediate Staff Accountant - September 2015 Senior Accountant - September 2016 Junior Staff Accountant - September 2014 Intermediate Staff Accountant - September 2015 Senior Accountant - September 2016

Education

  • University of Toronto - Rotman School of Management
    Master of Business Administration - MBA (Dean's List)
    2017 - 2019
  • Queen's University
    Bachelor of Commerce (Honours), Accounting
    2010 - 2014
  • Uppsala University
    Undergraduate Exchange Term, International Business
    2013 - 2013

Community

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