Adam Morin Email & Phone Number
Chief Compliance Officer @ XIB Asset Management Inc.
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Adam Morin Location
- Pickering, ON, CA
Adam Morin Work
- Chief Compliance Officer @ (November 2020 - Present)
- Chief Compliance Officer and Vice President, Operations @ (December 2017 - October 2020)
- Assistant Vice President, Operations @ (September 2017 - December 2017)
- Chief Compliance Officer @ Lincluden Mutual Fund Dealer Inc (December 2017 - May 2019)
- Vice President Operations @ (July 2016 - August 2017)
- Associate - Fund Operations, Reporting and Compliance @ (August 2011 - July 2016)
- Operations Associate - Structured Product Administration @ (April 2010 - December 2010)
- Associate - Cash Management and Investment Control @ (May 2008 - January 2010)
- Service Solutions Representative @ (September 2007 - May 2008)
- Bilingual Transaction Processing Representative @ (May 2006 - September 2007)
Adam Morin Education
- University of Waterloo - St. Jerome's University
Bachelor of Mathematics (Mathematical Sciences)
2000-2005 - George Brown Polytechnic
Activities and societies: Cooking courses
Adam Morin Skills
- Management
- Financial Reporting
- Performance Reporting
- Operations
- Cash Management
- Taxation
- Accounting
- Investor Relations
- Fund Accounting
- Benchmark
- Hedging
- Treasury
- Investments
- Hedge Funds
- Mutual Funds
- Fixed Income
- Equities
- Alternative Investments
- Derivatives
- Foreign Exchange
- Risk Management
- Money Market
- Compliance
- Securities Regulation
- Options
- Valuation
- Financial Accounting
- Account Reconciliation
- Financial Services
- Financial Analysis
- Capital Markets
- Excel
- Access
- SQL
- Trading Systems
- Performance Attribution
- Offshore Funds
- Margin
- Benchmarking
- Gips
- Forecasting Models
- Portfolio Management
- Securities
- Investment Management
- Finance
- Trading
- Financial Modeling
- Asset Allocation
- Regulatory Compliance
- Microsoft Word
- VBA
- Bloomberg
- Written Communications
- Securities Lending
- Standards Compliance
- Tax Advantaged Investment Strategies
- Change Leadership
- Oral Communications
Adam Morin Summary
- Adam Morin, based in Pickering, ON, CA, is currently a Chief Compliance Officer at XIB Asset Management Inc.. Adam Morin brings experience from previous roles at Lincluden Investment Management, Lincluden Mutual Fund Dealer Inc and Waratah Capital Advisors Ltd.. Adam Morin holds a 2000 - 2005 Bachelor of Mathematics in Mathematical Sciences @ University of Waterloo - St. Jerome's University. With a robust skill set that includes Management, Financial Reporting, Performance Reporting, Operations, Cash Management and more. Adam Morin has 4 emails and 1 mobile phone numbers on RocketReach.
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Adam Morin
Chief Compliance Officer
Pickering, ON, CA
Top XIB Asset Management Inc. Employees
Adam Morin
Chief Compliance Officer
Pickering, ON, CA
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