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Phil Watanabe
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Bio
Credentials
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Advanced Financial Modeler (AFM)
Financial Modeling Institute (FMI)Apr, 2021- Apr, 2026 -
Chartered Financial Analyst (CFA)
CFA Institute -
CPA, CA
CPA
Experience
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The Marquee Group
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Toronto, Canada Area
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Principal
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Oct 2017 - Present
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Toronto, Canada Area
The Marquee Group is a leading provider of financial modeling training, consulting and accreditation.We believe that spreadsheet-based financial models are the most important decision-making tools in modern finance.We have developed a framework and discipline for model design, structure and development that leads to best-in-class, user-friendly financial models. We help finance professionals use our unique modeling framework to turn their models into powerful communication tools that lead to better, more effective decisions.
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Macquarie Group
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Toronto, Canada Area
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Senior Vice President, Institutional Equities - Trading
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Sep 2009 - Aug 2016
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Toronto, Canada Area
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TD Securities
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Toronto, Canada Area
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Managing Director, Institutional Equities - Trading
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Apr 2002 - Jan 2009
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Toronto, Canada Area
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CIBC Capital Markets
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Toronto, Canada Area
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Director, Equity Structured Products
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May 1998 - Apr 2002
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Toronto, Canada Area
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BMO Capital Markets
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Toronto, Canada Area
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Investment Banking Analyst
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Mar 1996 - Apr 1998
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Toronto, Canada Area
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Education
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Wilfrid Laurier University
Bachelor of Business Administration, Co-op
Suggested Services
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