Claude-Frédéric Robert Email & Phone Number
President @ National Bank Direct Brokerage
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Claude-Frédéric Robert Location
- Brossard, QC, CA
Claude-Frédéric Robert Work
- President @ (July 2018 - Present)
- Senior Manager NBF and Private Wealth 1859 Branch Management and Transformation of Operations @ (May 2015 - July 2018)
- Chief Advisor; Wealth Management Intermediary Business Solutions @ (October 2013 - April 2015)
- Chief Advisor, Financial Performance Management - Wealth Management @ (August 2011 - September 2013)
- Consultant in Finance and Performance Management @ (May 2010 - July 2011)
- Staff Accountant @ (October 2008 - April 2010)
Claude-Frédéric Robert Education
- Concordia University
Graduate diploma in chartered accountancy (Accounting)
2008-2009 - McGill University
Bachelor of commerce (Major in Accounting)
2004-2007
Claude-Frédéric Robert Skills
- Financial Analysis
- Corporate Finance
- Business Strategy
- Management Consulting
- Wealth Management
- Brokerage
- Mutual Funds
- Investments solutions
- Budget
- Accounting
- Financial Reporting
- Business Process Improvement
- Auditing
- Banking
- Financial Services
- Investments
Claude-Frédéric Robert Summary
- Claude-Frédéric Robert, based in Brossard, QC, CA, is currently a President at National Bank Direct Brokerage. Claude-Frédéric Robert brings experience from previous roles at National Bank Financial, National Bank of Canada, Banque Nationale and Deloitte Canada. Claude-Frédéric Robert holds a 2008 - 2009 Graduate diploma in chartered accountancy in Accounting @ Concordia University. With a robust skill set that includes Financial Analysis, Corporate Finance, Business Strategy, Management Consulting, Wealth Management and more. Claude-Frédéric Robert has 1 emails on RocketReach.
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