Adam Moody Email & Phone Number
Senior Portfolio Manager @ Ascendant Wealth Partners of RBC Dominion Securities
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Adam Moody Location
- Toronto, ON, CA
Adam Moody Work
- Senior Portfolio Manager @ (June 2023 - Present)
- Managing Director @ (December 2009 - June 2023)
- Associate Director @ Avington International (October 2006 - September 2009)
- Analyst @ (June 2005 - October 2006)
Adam Moody Education
- The University of Western Ontario - Richard Ivey School of Business
Honors Business Adminstration (HBA) (Finance and Financial Management Services)
2001-2005
Adam Moody Skills
- Financial Modeling
- Investments
- Valuation
- Equity Research
- Equities
- Capital Markets
- Credit
- Fixed Income
- Bloomberg
- Financial Reporting
- Hedge Funds
- Strategic Financial Planning
- Risk Management
- Wealth Management
- Project Management
- Marketing
- Business Development
- Strategic Planning
- Banking
- Microsoft Office
Adam Moody Summary
- Adam Moody, based in Toronto, ON, CA, is currently a Senior Portfolio Manager at Ascendant Wealth Partners of RBC Dominion Securities. Adam Moody brings experience from previous roles at Gluskin Sheff + Associates Inc., Avington International and BMO Capital Markets. Adam Moody holds a 2001 - 2005 Honors Business Adminstration (HBA) in Finance and Financial Management Services @ The University of Western Ontario - Richard Ivey School of Business. With a robust skill set that includes Financial Modeling, Investments, Valuation, Equity Research, Equities and more.
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