Clayton Goodwin Email & Phone Number
Portfolio Manager @ Harness Investment Management
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Clayton Goodwin Location
- Calgary, AB, CA
Clayton Goodwin Work
- 2023 -now Portfolio Manager @
- 2020 -2023 Associate Portfolio Manager @
- 2019 -now Financial Advisor Consultant @ Oculus Private Wealth
- 2018 -2019 Regional Sales Consultant (Inside Wholesaler) @ Desjardins Global Asset Management
- 2015 -2018 District Sales Coordinator @
- 2014 -2015 Communications Coordinator @ bmir
Clayton Goodwin Education
- Canadian Securities Institute
Chartered Investment Manager
2019 - Canadian Securities Institute
Certificate in Advanced Investments Advice (Finance and Financial Management Services)
- Canadian Securities Institute
Portfolio Management Techniques
- Canadian Securities Institute
Advanced Investments Strategies Course (Finance and Financial Management Services)
- Canadian Securities Institute
Wealth Management Essentials Course (Finance and Financial Management Services)
- Canadian Securities Institute
Canadian Securities Course (Finance and Financial Management Services)
- Mount Royal University
Bachelor of Communications
Clayton Goodwin Summary
- Clayton Goodwin, based in Calgary, AB, CA, is currently a Portfolio Manager at Harness Investment Management. Clayton Goodwin brings experience from previous roles at Harness Investment Management, Oculus Private Wealth, Desjardins Global Asset Management and Mackenzie Investments. Clayton Goodwin holds a Chartered Investment Manager @ Canadian Securities Institute. Clayton Goodwin has 1 emails and 1 mobile phone numbers on RocketReach.
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