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Alan O'Hanlon Location
Toronto, ON, CA
Alan O'Hanlon Work
2006 -now Senior Investment Advisor and Portfolio Manager @
1995 -2006 Financial Planning Specialist @
1990 -1995 Financial Advisor @
Alan O'Hanlon Education
University of Toronto
Bachelor of Arts (B.A.)
Alan O'Hanlon Skills
Wealth Management
Mutual Funds
Asset Allocation
Retirement Planning
Investment Advisory
Investment Strategies
Strategic Financial Planning
Investment Management
Wealth Management Services
ETFs
Alternative Investments
High Net Worth Individuals
Securities
Certified Financial Planner
Hedge Funds
Trading
Fixed Income
Portfolio Management
Investments
Capital Markets
Relationship Management
Financial Planners
FX Options
Sales
Personal Finance
Retirement
Research
Customer Service
Microsoft Excel
Financial Modeling
Bonds
Pensions
Financial Advisory
Derivatives
Financial Services
Asset Management
Options
Credit
Wealth
Financial Markets
Private Banking
Private Equity
Equities
Public Speaking
Estate Planning
Alan O'Hanlon Summary
Alan O'Hanlon, based in Toronto, ON, CA, is currently a Senior Investment Advisor and Portfolio Manager at RBC Dominion Securities. Alan O'Hanlon brings experience from previous roles at CIBC and RBC. Alan O'Hanlon holds a Bachelor of Arts (B.A.) @ University of Toronto. With a robust skill set that includes Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory and more. Alan O'Hanlon has 2 emails on RocketReach.
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