Alan Barham Email & Phone Number
Banking Advisor @ RBC
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Alan Barham Location
- Sudbury, ON, CA
Alan Barham Work
- Banking Advisor @ (November 2020 - Present)
- Mobile Investment Consultant @ (September 2018 - October 2020)
- Independent Business Owner @ AB Consulting Services (September 2017 - September 2018)
- Consultant @ (November 2016 - September 2017)
- Associate, Data Management Team @ (April 2013 - February 2016)
- Senior Data Analyst - Data Management Team @ (February 2009 - March 2013)
- Securities Information Specialist and Test Lead @ (August 2005 - August 2008)
- Manager, Investment Valuation @ (March 1995 - July 2003)
- Cashflow Management @ (August 1985 - December 1990)
Alan Barham Education
- Bournemouth University
B.A.(Hons) Financial Services (Portfolio Theory and Investment Management, Economics, Accounting)
1990-1994
Alan Barham Skills
- Fixed Income
- Equities
- Market Data
- Asset Management
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Retirement Planning
- Mutual Funds
- Insurance
- Securities
- Derivatives
- Problem Solving
- Portfolio Management
- Analysis
- Idea Generation
- Capital Markets
- Cash Flow Management
- Financial Services
- Investments
- Corporate Actions
- Financial Expertise
- Tax Planning
- Team Building
- Data Analysis
- Financial Markets
- Process Improvement
- Valuation
- Business Analysis
- Team Leadership
- Back Office
- Fund Accounting
- Bloomberg Terminal
- Bonds
- FX Options
- Process Management
- Treasury Services
- Strategy
- FX
- Data Mining
- Solutions Development
- Process Development
- Back Office Operations
- Business Process Improvement
- SimCorp Dimension
- Reference Data
- Business Requirements
- Data Management
- Bloomberg
- Trading
- Software Documentation
- Data Mapping
- Oracle SQL
- User Acceptance Testing
- SQL
- Documentation
Alan Barham Summary
- Alan Barham, based in Greater Sudbury, ON, CA, is currently a Banking Advisor at RBC. Alan Barham brings experience from previous roles at CIBC, AB Consulting Services, Investors Group Financial Services Inc. and CPP Investment Board. Alan Barham holds a 1990 - 1994 B.A.(Hons) Financial Services in Portfolio Theory and Investment Management, Economics, Accounting @ Bournemouth University. With a robust skill set that includes Fixed Income, Equities, Market Data, Asset Management, Strategic Financial Planning and more. Alan Barham has 3 emails and 1 mobile phone numbers on RocketReach.
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