Bio
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Credentials
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Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteMar, 2022- Apr, 2026 -
Canadian Securities Course (Honours Certificate)
Canadian Securities Institute (CSI)
Experience
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Canada
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Financial Services
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1 - 100 Employee
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Director, Origination Investment Banking
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Mar 2024 - Present
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Associate Director, Investment Banking
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Dec 2022 - Apr 2024
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Investment Banking Associate
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Jun 2020 - Nov 2022
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Investment Banking Analyst
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Dec 2017 - May 2020
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iA Private Wealth
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Toronto, Canada Area
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Wealth Management Associate
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Aug 2017 - Dec 2017
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Toronto, Canada Area
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Scotiabank
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Toronto, Ontario, Canada
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Wealth Management Associate
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Sep 2016 - Aug 2017
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Toronto, Ontario, Canada
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Publicis Groupe
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Toronto, Canada Area
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Operations Analyst
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May 2012 - Sep 2016
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Toronto, Canada Area
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uOttawa
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Ottawa, Canada Area
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Operations Analyst
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Jan 2011 - Apr 2015
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Ottawa, Canada Area
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Education
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2010 - 2015Telfer School of Management at the University of Ottawa
Honours Bachelor of Commerce (B.Com.), Finance
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Industry Focus. “Financial Services”
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