Asad Raza Email & Phone Number
Portfolio Manager and Wealth Advisor @ RBC Dominion Securities
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Asad Raza Location
- Waterloo, ON, CA
Asad Raza Work
- 2017 -now Portfolio Manager and Wealth Advisor @
- 2015 -2017 Investment Specialist @
- 2013 -2015 Various roles @
Asad Raza Education
- Carleton University
BA (Honours Economics; Finance; Public Policy)
2008-2013 - new english school kuwait
Asad Raza Skills
- Income for Life
- Financial Advisory
- Personal Pensions
- Banking
- Economics
- Wealth Transfer
- Sales
- Intergenerational Wealth Transfer
- Wealth Management Services
- Portfolio Management
- Investments
- Relationship Management
- Finance
- Individual Pension Plans
- Wealth Preservation
- Financial Services
- Commercial Banking
- Wealth Management
- Mutual Funds
- Microsoft Office
- Stata
- Risk Management
- Wealth Accumulation
- Credit
- Customer Service
- Financial Analysis
- Holistic Financial Planning
- SQL
- Management
- Econometric Modeling
- Credit Analysis
- Tax Efficiency
- Retail Banking
- Loans
- Tax Free Income
- Access
Asad Raza Summary
- Asad Raza, based in Waterloo, ON, CA, is currently a Portfolio Manager and Wealth Advisor at RBC Dominion Securities. Asad Raza brings experience from previous roles at Scotiabank and TD. Asad Raza holds a 2008 - 2013 BA in Honours Economics; Finance; Public Policy @ Carleton University. With a robust skill set that includes Income for Life, Financial Advisory, Personal Pensions, Banking, Economics and more. Asad Raza has 3 emails and 1 mobile phone numbers on RocketReach.
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