Managing Regional Director @ (February 2017 - August 2019)
Business Development Manager @ (May 2015 - February 2017)
Regional Associate @ (February 2012 - May 2015)
Corporate FX Sales @ Jameson Bank (March 2010 - February 2012)
Account Manager @ (February 2008 - March 2009)
Daniel Bognar Education
Canisius University
Bachelor of Science (Finance)
2002-2007
Our Lady Of Lourdes HS
Daniel Bognar Skills
Analysis
Investments
Finance
Wealth Management
Relationship Management
Banking
Project Management
Sales
CRM
Customer Service
Microsoft Excel
Portfolio Management
Account Management
Sales Management
Customer Relationship Management Crm
Financial Analysis
Asset Management
Financial Services
Equities
FX Options
Derivatives
Business Development
Sales Operations
Fixed Income
Mutual Funds
Risk Management
Management
Customer Relationship Management
Daniel Bognar Summary
Daniel Bognar, based in Ottawa, ON, CA, is currently a District Vice President at Canoe Financial. Daniel Bognar brings experience from previous roles at Fiera Investments, Natixis Investment Managers and National Bank of Canada. Daniel Bognar holds a 2002 - 2007 Bachelor of Science in Finance @ Canisius University. With a robust skill set that includes Analysis, Investments, Finance, Wealth Management, Relationship Management and more. Daniel Bognar has 2 emails and 1 mobile phone numbers on RocketReach.
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