Anthony Email
Financial Advisor and Portfolio Manager @ RGF Integrated Wealth Management
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Anthony Location
- Vancouver, BC, CA
Anthony Work
- 2025 - now Financial Advisor and Portfolio Manager @
- 2021 - 2025 Financial Advisor and Associate Portfolio Manager @
- 2018 - 2021 Associate Financial Advisor @
- 2013 - 2018 Financial Planning Associate @
- 2011 - 2012 Administrative Assistant @ Pacific Fresh Produce Distributor Ltd.
- 2009 - 2009 Office Administration @ Chong Loong Produce
Anthony Education
- British Columbia Institute of Technology
Bachelor of Technology, Accounting (Accounting)
2009 - 2013 - Chartered Professional Accountants of Canada (CPA Canada)
Anthony Skills
- Accounts Receivable
- Management
- Time Management
- Teamwork
- Tax Preparation
- Public Relations
- PowerPoint
- Office Administration
- Microsoft Word
- Microsoft Office
- Microsoft Excel
- Investment Advisory
- Customer Service
- Accounts Payable
Anthony Summary
- Anthony, based in Vancouver, BC, CA, is currently a Financial Advisor and Portfolio Manager at RGF Integrated Wealth Management. Anthony brings experience from previous roles at RGF Integrated Wealth Management and Pacific Fresh Produce Distributor Ltd.. Anthony holds a 2009 - 2013 Bachelor of Technology, Accounting in Accounting @ British Columbia Institute of Technology. With a robust skill set that includes Accounts Receivable, Management, Time Management, Teamwork, Tax Preparation and more. Anthony has 2 emails on RocketReach.
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