Alan Pilkey Email
Portfolio Manager @ Newport Private Wealth
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Alan Pilkey Location
- Waterloo, ON, CA
Alan Pilkey Work
- Portfolio Manager @ (January 2022 - Present)
- Associate Wealth Advisor @ (January 2011 - January 2022)
- Senior Fund Accountant @ Butterfield Fulcrum (January 2010 - January 2011)
- Manager @ (January 2005 - January 2008)
- Senior Accountant @ (January 2002 - January 2005)
Alan Pilkey Education
- Wilfrid Laurier University
Honours Bachelor of Business Administration (HBBA)
2002 - Centennial CVI 1998
Alan Pilkey Skills
- Accounting
- Financial Accounting
- Financial Analysis
- Financial Planning
- Financial Reporting
- Investments
- Mutual Funds
- Portfolio Management
Alan Pilkey Summary
- Alan Pilkey, based in Waterloo, ON, CA, is currently a Portfolio Manager at Newport Private Wealth. Alan Pilkey brings experience from previous roles at Girard, Pilkey & Associates Wealth Management (CIBC Wood Gundy), Butterfield Fulcrum and KPMG. Alan Pilkey holds a Honours Bachelor of Business Administration (HBBA) @ Wilfrid Laurier University. With a robust skill set that includes Accounting, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting and more. Alan Pilkey has 2 emails on RocketReach.
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