Patricia Terakita, CFA

Portfolio Manager at Nest Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Oct, 2018
    - Nov, 2024

Experience

  • Nest Wealth
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Sep 2022 - Present

    • Associate Portfolio Manager
      • Apr 2022 - Sep 2022

  • Guardian Capital Group
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Portfolio Analyst
      • Jan 2012 - Present

    • Portfolio Administrator
      • Aug 2008 - Jan 2012

  • AGF Investments
    • Canada
    • Financial Services
    • 300 - 400 Employee
    • Junior Accountant
      • May 2007 - Jul 2008

Education

  • University of Guelph-Humber
    Honours Bachelor of Business Administration, Finance
    -

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