Alex Lee Email
Senior Fixed Income Specialist (Client Portfolio Manager) @ Vanguard Canada
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Alex Lee Location
- Toronto, ON, CA
Alex Lee Work
- 2025 - now Senior Fixed Income Specialist (Client Portfolio Manager) @
- 2024 - 2025 Head of Canada ETF Product Strategy @
- 2023 - 2024 Head of ETF Strategy, Canada @
- 2022 - 2023 Vice President, ETF Strategist @
- 2021 - 2022 Associate Portfolio Manager @
- 2019 - 2022 Associate Investment Advisor @
- 2017 - 2019 Product Manager @
- 2016 - 2017 Associate Investment Advisor @ TD Wealth Management
- 2012 - 2016 Assistant Investment Advisor @ TD Wealth Management
- 2011 - 2012 Investment Specialist @
- 2010 - 2010 Financial Advisor @
Alex Lee Education
- Queen's University
Master of Finance
2013 - 2014 - York University
Bachelor of Commerce - BCom (Finance)
2007 - 2010 - Massachusetts Institute of Technology
Professional Education (Demand-Driven Supply Chain Management)
2008 - 2008
Alex Lee Skills
- Leadership
- PowerPoint
- Banking
- Customer Relations
- Practice Management
- Public Speaking
- Accounting
- Economics
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
- Tax
- Investments
- Communication
- Relationship Management
- Excel
- Strategic Planning
- Strategy
- Wealth Management
- Equities
- Mutual Funds
- Outlook
- Microsoft Office
- Program Management
- Microsoft Excel
- Marketing
- Legal
- Time Management
- Customer Service
- Financial Analysis
- Business Strategy
- Teamwork
- Financial Reporting
- Problem Solving
- Word
- Office Suite
- ETFs
Alex Lee Summary
- Alex Lee, based in Toronto, ON, CA, is currently a Senior Fixed Income Specialist (Client Portfolio Manager) at Vanguard Canada. Alex Lee brings experience from previous roles at Franklin Templeton and CIBC Wood Gundy. Alex Lee holds a 2013 - 2014 Master of Finance @ Queen's University. With a robust skill set that includes Leadership, PowerPoint, Banking, Customer Relations, Practice Management and more. Alex Lee has 2 emails on RocketReach.
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