Daniel Thompson Email & Phone Number
Vice President - Portfolio Manager @ Lorne Steinberg Wealth Management, Inc.
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Daniel Thompson Location
- Canada
Daniel Thompson Work
- 2015 -now Vice President - Portfolio Manager @
- 2012 -2015 President @ Jones, Gable & Company Limited
- 2009 -2012 President and CEO @
- 1995 -2009 partner @
- 1997 -2007 President @
- 1989 -1995 Manager - Private Banking @ Bank of Montreal
- 1987 -1989 Manager - Investment Services @
- 1985 -1986 sales training program @
Daniel Thompson Education
- Chartered Financial Analyst
Chartered Financial Analyst (CFA)
1997-2000 - McGill University
MBA (Finance)
1990-1995 - Canadian Association of Financial Planners (CAFP)
Chartered Financial Planner (Financial Planning and Services)
1985-1987 - Western University
BA (Economics)
1981-1984 - Marianopolis College
(Business/Commerce, General)
1979-1981 - Chambly County High School
High School diploma
1974-1979
Daniel Thompson Skills
- Portfolio Management
- Investments
- Strategic Planning
- Asset Management
- Wealth Management
- Financial Planning
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Financial Analysis
- Capital Markets
- Financial Services
- Securities
- Mergers & Acquisitions
- Investment Management
- Strategic Financial Planning
- Asset Managment
- Equity Research
- Fixed Income
- Equities
- Analysts
- Sales
- Mergers and Acquisitions
- Marketing
- Microsoft Excel
- Public Speaking
- Banking
Daniel Thompson Summary
- Daniel Thompson, based in Canada, is currently a Vice President - Portfolio Manager at Lorne Steinberg Wealth Management Inc.. Daniel Thompson brings experience from previous roles at Jones, Gable & Company Limited, MacDougall, MacDougall and Mactier and Pembroke Private Wealth Management. Daniel Thompson holds a 1997 - 2000 Chartered Financial Analyst (CFA) @ Chartered Financial Analyst. With a robust skill set that includes Portfolio Management, Investments, Strategic Planning, Asset Management, Wealth Management and more. Daniel Thompson has 2 emails and 1 mobile phone numbers on RocketReach.
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