Bill Packham Email & Phone Number
President and CEO @ Aviso Wealth
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Bill Packham Location
- Toronto, ON, CA
Bill Packham Work
- 2018 -now President and CEO @
- 2012 -2018 Executive Managing Director, Wealth Management - Desjardins Group; Co-Chair and CEO - Qtrade Canada @
- 2009 -2012 President and Chief Executive Officer @
- 2003 -2007 President and Chief Executive Officer @
- 1998 -2002 Vice-Chairman; President and Chief Operating Officer @ Merrill Lynch Canada Inc
- 1990 -1998 President and COO; Executive Vice President; Senior Vice President and Ontario Region Head @ Midland Walwyn Capital Inc
Bill Packham Education
- University of Waterloo
B. Math (Mathematics)
1973-1978
Bill Packham Skills
- Executive Leadership
- Change & Transformation
- Financial Services Expertise
- Leadership
- Financial Services
- Wealth Management
- Investments
- Capital Markets
- Strategy
- Asset Managment
- Mergers
- Data Transformation
- Change Management
- CRM
- Equities
- Management
- Business Development
- Finance
- Securities
- Trading
- Mergers & Acquisitions
- Organizational Development
- Corporate Finance
- Financial Accounting
- Asset Management
- Restructuring
- Financial Advisory
- Risk Management
- Portfolio Management
- Investment Advisory
- Private Equity
- Strategic Financial Planning
- Fixed Income
- Investment Strategies
- Mutual Funds
- ETFs
- Hedge Funds
- Alternative Investments
- High Net Worth Individuals
- Options
- Financial Markets
- Investment Banking
- Investment Management
- Derivatives
- Private Placements
- Asset Allocation
- Investor Relations
- Wealth Management Services
- Venture Capital
- Retirement Planning
- Change and Transformation
- Mergers and Acquisitions
Bill Packham Summary
- Bill Packham, based in Toronto, ON, CA, is currently a President and CEO at Aviso. Bill Packham brings experience from previous roles at Desjardins Group and Qtrade Financial Group, Hampton Securities, Rockwater Capital Corporation and Merrill Lynch Canada Inc. Bill Packham holds a 1973 - 1978 B. Math in Mathematics @ University of Waterloo. With a robust skill set that includes Executive Leadership, Change & Transformation, Financial Services Expertise, Leadership, Financial Services and more. Bill Packham has 2 emails on RocketReach.
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