Francois Senez

Co-Founder and Chief Financial Officer at Clearsum
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Montreal Metropolitan Area, CA
Languages
  • French -
  • English -
  • Spanish -
Skills

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Credentials

  • Candidate - FSA Level 1
    SASB – Sustainability Accounting Standards Board
    Apr, 2021
    - Nov, 2024
  • Candidate - Sustainability and Climate Risk (SCR)
    Global Association of Risk Professionals (GARP)
    Jan, 2020
    - Nov, 2024
  • Lean Six Sigma, Yellow Belt Certification
    McGill University - Desautels Faculty of Management
    Jan, 2018
    - Nov, 2024
  • CFA Level 1
    CFA Institute
    Jan, 2010
    - Nov, 2024
  • Financial planner (IQPF)
    Institut Québécois de Planification Financière

Experience

  • Clearsum
    • Canada
    • Business Consulting and Services
    • 1 - 100 Employee
    • Co-Founder and Chief Financial Officer
      • Nov 2020 - Present

      Head of Governance & Risk

  • National Bank of Canada
    • AVP, Investment
      • Mar 2018 - Nov 2020

      Head of the Investment teams for Central, Western and Atlantic - Canada. More than 5 billions in assets under management.

    • Regional Director, Investment
      • Jun 2014 - Mar 2018

      Leading a team of 15 professionals to fully develop their potential and achieve their goals. Assets under management: 1.2 billion.

    • Director, Retail
      • Aug 2011 - Jun 2014

  • Desjardins
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial planner
      • Feb 2009 - Aug 2011

  • Financière des professionnels
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Financial advisor
      • Oct 2006 - Feb 2009

Education

  • McGill University - Desautels Faculty of Management
    Executive MBA, Master in Business Administration
    2017 - 2019
  • HEC Montréal
    Certificate, Financial Planning
    2007 - 2008
  • The University of Manchester
    Bachelor's degree, Finance, General
    2006 - 2006
  • Université du Québec à Montréal
    BAA, Buiness Administration and Finance
    2004 - 2006
  • Rensselaer Polytechnic Institute
    Bachelor of Science (BSc), Physics
    1999 - 2001

Community

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