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Bio

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Mar, 2022
    - Apr, 2026
  • Canadian Securities Course (Honours Certificate)
    Canadian Securities Institute (CSI)

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Director, Origination Investment Banking
      • Mar 2024 - Present

    • Associate Director, Investment Banking
      • Dec 2022 - Apr 2024

    • Investment Banking Associate
      • Jun 2020 - Nov 2022

    • Investment Banking Analyst
      • Dec 2017 - May 2020

  • iA Private Wealth
    • Toronto, Canada Area
    • Wealth Management Associate
      • Aug 2017 - Dec 2017
      • Toronto, Canada Area

  • Scotiabank
    • Toronto, Ontario, Canada
    • Wealth Management Associate
      • Sep 2016 - Aug 2017
      • Toronto, Ontario, Canada

  • Publicis Groupe
    • Toronto, Canada Area
    • Operations Analyst
      • May 2012 - Sep 2016
      • Toronto, Canada Area

  • uOttawa
    • Ottawa, Canada Area
    • Operations Analyst
      • Jan 2011 - Apr 2015
      • Ottawa, Canada Area

Education

  • 2010 - 2015
    Telfer School of Management at the University of Ottawa
    Honours Bachelor of Commerce (B.Com.), Finance

Suggested Services

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Industry Focus. “Financial Services”

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