Jonathan Tang

Vice President, Trading & Business Management at Ullman Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, 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.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Project Management Professional (PMP)®
    The Project Management Institute (PMI)
    Jan, 2016
    - Sep, 2024
  • Derivatives Fundamentals and Options Licensing Course (DFOL)
    Canadian Securities Institute (CSI)
    Aug, 2011
    - Sep, 2024
  • Conduct and Practices HandBook (CPH)
    Canadian Securities Institute (CSI)
    Jun, 2011
    - Sep, 2024
  • Canadian Securities Course (CSC)
    Canadian Securities Institute (CSI)
    Jul, 2010
    - Sep, 2024
  • Investment Funds in Canada (IFC)
    Canadian Securities Institute (CSI)
    May, 2010
    - Sep, 2024

Experience

  • Ullman Wealth Management
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Trading & Business Management
      • Oct 2018 - Present

    • Associate
      • Jul 2017 - Oct 2018

  • Richardson GMP
    • Canada
    • Investment Banking
    • Associate
      • Jan 2016 - Jul 2017

  • TD
    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Business Analyst | Process Improvement
      • Feb 2013 - Jan 2016

      • Managed the Direct Investing business portfolio on the Business Process Optimization Team.

    • Trading Associate | Direct Investing
      • Apr 2011 - Feb 2013

      • Registered IIROC Equity & Options trader in all provinces & territories.

    • Investment Consultant | Financial Services
      • Mar 2010 - Apr 2011

      • Mutual fund licensed, specializing in mutual funds and GICs for retail investors.

Education

  • University of Toronto
    Bachelor of Arts (B.A.), Economics & Political Science
    -
  • CFA Institute
    Passed Level I of the CFA Program
    -

Community

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