Dan Sumner Email
Senior Investment Counsellor and Portfolio Manager @ BMO Private Banking
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Sumner Location
- Saskatoon, SK, CA
Dan Sumner Work
- Senior Investment Counsellor and Portfolio Manager @ (April 2020 - Present)
- Investment Counsellor @ (December 2018 - April 2020)
- Associate Investment Counsellor @ (September 2017 - December 2018)
- Analyst @ (January 2013 - January 2016)
- Economic and Strategy Analyst @ (January 2012 - January 2013)
- Economist @ (January 2008 - January 2012)
Dan Sumner Education
- CFA Institute
Chartered Financial Analyst (Finance)
2010-2013 - Queen's University
Masters (Economics)
2007-2008 - University of Saskatchewan
Bachelor's Degree, Honors (Business Economics)
2002-2007
Dan Sumner Summary
- Dan Sumner, based in Saskatoon, SK, CA, is currently a Senior Investment Counsellor and Portfolio Manager at BMO Private Wealth. Dan Sumner brings experience from previous roles at BMO Private Banking, BHP Billiton and Talisman Energy. Dan Sumner holds a 2010 - 2013 Chartered Financial Analyst in Finance @ CFA Institute. Dan Sumner has 1 emails on RocketReach.
Looking for a different Dan Sumner?
Find contact details for 700 million professionals.
Others Named Dan Sumner
Dan Sumner
Executive Vice President of Sales
Chicago, IL, US
Dan Sumner
Senior Investment Counsellor and Portfolio Manager
Saskatoon, SK, CA
Dan Sumner
Logistics Manager
Mount Pleasant, SC, US
Dan Sumner
Systems Architect for Retail Systems and Channels
Charlotte, NC, US
Top BMO Private Banking Employees
Rich Goeden
Vice President,
Chicago, IL, US
Patrick Bartlett
Regional President, GTA
Toronto, ON, CA
J Brymesser
Vice President and Trust Administrator
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co