Dan Richmond Email & Phone Number
Associate Portfolio Manager @ Frontwater Capital
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Dan Richmond Location
- Toronto, ON, CA
Dan Richmond Work
- Associate Portfolio Manager @ (July 2024 - Present)
- Associate @ (March 2020 - July 2024)
- Associate Investment Advisor - The Harbour Group @ (October 2013 - March 2020)
- Associate Portfolio Manager @ (June 2011 - September 2013)
- Okanski Financial Group @ (August 2009 - June 2011)
- Consultant @ (November 2008 - August 2009)
Dan Richmond Education
- CFA Institute
CFA, Chartered Financial Analyst
2011-2013 - Canadian Investment Manager
CIM, Investment Management (Investment Management)
2010-2011 - Certified Financial Planner
CFP, Financial Planning (Financial Planning)
2010-2010 - Wilfrid Laurier University
Bachelor of Business Adminstration (BBA), Co-op & Finance (Co-op & Finance)
2004-2008
Dan Richmond Summary
- Dan Richmond, based in Toronto, ON, CA, is currently a Associate Portfolio Manager at Frontwater Capital. Dan Richmond brings experience from previous roles at Frontwater Capital, RBC Dominion Securities and CIBC Wood Gundy. Dan Richmond holds a 2011 - 2013 CFA, Chartered Financial Analyst @ CFA Institute. Dan Richmond has 2 emails and 2 mobile phone numbers on RocketReach.
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