Bobby McBride Email & Phone Number
Portfolio Manager @ Designed Wealth Management
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Bobby McBride Location
- Whitby, ON, CA
Bobby McBride Work
- Portfolio Manager @ (November 2022 - Present)
- Financial Planner @ (November 2022 - Present)
- Member @ (February 2019 - Present)
- Chair of the Board of Directors @ (June 2019 - Present)
- Director @ (June 2023 - June 2026)
- Director @ Downtown Whitby BIA (December 2019 - November 2024)
- Chair of the Board of Directors @ (September 2017 - September 2023)
- Associate Investment Advisor @ (June 2017 - November 2022)
- Associate @ (May 2013 - May 2017)
- Investment Advisor @ (June 2012 - April 2013)
- Market Development Manager @ (September 2011 - May 2012)
- Account Development Manager @ (June 2010 - August 2011)
- Intern @ United States Commercial Service (September 2009 - December 2009)
Bobby McBride Education
- Carleton University
MBA (Change Management)
2007-2009 - Saint Mary's University
Commerce (Finance)
2003-2007
Bobby McBride Skills
- Account Management
- Certified Financial Planner
- Chartered Financial Analyst
- Financial Planning
- IRI
- Investment Management
- Leadership
- Market Research
- Marketing Communications
- Marketing Strategy
- New Business Development
- Sales
- Sales Management
- Shopper Marketing
- Trade Marketing
- Wealth Management
Bobby McBride Summary
- Bobby McBride, based in Whitby, ON, CA, is currently a Portfolio Manager at Designed Wealth Management. Bobby McBride brings experience from previous roles at Planning with Bobby Inc., Rotary Whitby Sunrise, Durham Community Foundation and Station Gallery. Bobby McBride holds a 2007 - 2009 MBA in Change Management @ Carleton University. With a robust skill set that includes Account Management, Certified Financial Planner, Chartered Financial Analyst, Financial Planning, IRI and more. Bobby McBride has 3 emails and 2 mobile phone numbers on RocketReach.
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