Philippe Roux

Inside Sales Associate at Picton Mahoney Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Longueuil, Quebec, Canada, CA

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Credentials

  • Chartered Financial Analyst (CFA) Level 1
    CFA Institute
    Dec, 2018
    - Nov, 2024

Experience

  • Picton Mahoney Asset Management
    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Inside Sales Associate
      • Sep 2021 - Present

  • Dynamic Funds
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Sales Associate
      • Aug 2019 - Present

      • Perform analytics and comparisons between our funds and our competitors using similar mandates to demonstrate through statistical analysis which fund is the most appropriate for the client according to his Investment Policy Statement.• Daily tasks include sending performance review documents to our existing clients and assisting the Inside Sales Representative in each of his tasks• Quarterly segmentation of client base in order to focus the team’s efforts towards specific clients for growth opportunities and client penetration • Coordination of Portfolio Manager branch presentations

Education

  • Université de Montréal
    Bachelor's degree, Economics
    2015 - 2018

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