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Mike Stevens, Cfa
Equity Research Analyst at Echelon Wealth Partners
Finance expert with analysis and sales skills.
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Location
Greater Toronto Area, Canada, CA
Languages
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English -
Skills
- Finance
- Analysis
- Sales
- Financial Modeling
- Management
- Show all
Bio
Generated by
Topline AI
Mike Stevens, CFA, is a seasoned finance professional with expertise in analysis, sales, financial modeling, and management. He has 3+ years of experience as an Equity Research Analyst and Investment Analyst, and holds a Bachelor of Commerce degree from the University of Guelph.
Credentials
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Chartered Financial Analyst (CFA) Charterholder
CFA InstituteOct, 2020- Apr, 2026 -
Certification in Financial & Valuation Modeling
Wall Street PrepJun, 2020- Apr, 2026 -
Conduct and Practices Handbook Course
Canadian Securities Institute (CSI)Oct, 2018- Apr, 2026 -
Canadian Securities Course
Canadian Securities Institute (CSI)May, 2018- Apr, 2026
Experience
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Canada
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Financial Services
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100 - 200 Employee
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Equity Research Analyst
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Dec 2022 - Present
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Senior Equity Research Associate
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Feb 2021 - Dec 2022
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Investment Analyst
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Jan 2017 - Feb 2020
• Acted as the investment analyst for ~$75 MM in managed assets with a focus on North American equities
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Equity Research Associate
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Nov 2015 - Feb 2016
• Assisted in research coverage of several mid-cap pharmaceutical companies in the healthcare space
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Education
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University of Guelph
Bachelor of Commerce (B.Com.)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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