Dave Inglis Email
Vice President Client Experience and Operational Transformation @ Purpose Unlimited
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Dave Inglis Location
- Toronto, ON, CA
Dave Inglis Work
- 2025 - now Vice President Client Experience and Operational Transformation @
- 2024 - 2025 Partner, Wealth and Asset Management Consulting @
- 2020 - 2024 Executive Director, Wealth and Asset Management Consulting @
- 2015 - 2020 Senior Manager, Wealth Management Advisory @
- 2014 - 2015 Manager, Wealth Management Advisory @
- 2013 - 2014 Manager, Product Management @
- 2011 - 2012 Team Lead, Sales Support and Marketing @
- 2005 - 2011 Analyst @
- 2001 - 2004 Marketing and Services Analyst @
- 1998 - 2004 Client Services Coordinator @ National Life of Canada
- 1995 - 1998 Team Leader @ Dynamic Mutual Funds
Dave Inglis Education
- McMaster University
Bachelor of Arts (Economics & Political Science)
1990 - 1994 - McMaster University
(Economics)
Dave Inglis Skills
- Wealth Management
- Customer Service
- SDLC
- Financial Services
- Equities
- Management
- Social Media
- Business Analysis
- Investments
- Securities
- Advisory
- Portfolio Management
- Marketing
- Business Strategy
- Requirements Analysis
- Mutual Funds
- Strategy
- Separately Managed Accounts
- Unified Managed Accounts
- Product Management
- Asset Allocation
- Market Research
- Leadership
- Financial Markets
- Certified Financial Planner
- Risk Management
Dave Inglis Summary
- Dave Inglis, based in Toronto, ON, CA, is currently a Vice President Client Experience and Operational Transformation at Purpose Unlimited. Dave Inglis brings experience from previous roles at EY. Dave Inglis holds a 1990 - 1994 Bachelor of Arts in Economics & Political Science @ McMaster University. With a robust skill set that includes Wealth Management, Customer Service, SDLC, Financial Services, Equities and more. Dave Inglis has 1 emails on RocketReach.
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Top Purpose Unlimited Employees
Meghann Fraser
Chief Marketing Officer
Toronto, ON, CA
Jessica Palter
Chief Legal Officer
Toronto, ON, CA
Razib Ahmed
Director of Product Management
Toronto, ON, CA
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