Dave Lougheed Email & Phone Number
Branch Manager and Portfolio Manager
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Dave Lougheed Location
- Calgary, AB, CA
Dave Lougheed Work
- Branch Manager and Portfolio Manager @ Lougheed Wealth Management of Raymond James Ltd. (January 2016 - Present)
- Vice President, Portfolio Manager, Private Client Group @ (November 2013 - December 2015)
- Sponsor @ Heritage Park Historical Village (January 2012 - January 2015)
- Portfolio Manager and Wealth Advisor @ Macquarie Private Wealth (November 2010 - October 2013)
- Rugby @ Rugby (January 1968 - January 2012)
- Wealth Advisor @ BMO Nesbitt Burns (November 2004 - October 2010)
- Professional Rugby Player @ Leicester Tigers RFC (July 1998 - June 2000)
- Teacher @ Upper Canada College (July 1993 - June 1998)
Dave Lougheed Education
- University of Calgary
Master of Business Administration (M.B.A.)
2000-2002 - Upper Canada College
Physical Education Teacher/Coach/Seaton's Boarding Housemaster
1993-1998 - Queen's University
BA/BPHE (MA)
1986-1993 - Western University
B.Ed.
1991-1992
Dave Lougheed Skills
- Alternative Investments
- Equities
- Finance
- Financial Advisory
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Retirement Planning
- Securities
- Strategic Financial Planning
- Succession Planning
- Wealth
- Wealth Management
- Wealth Management Services
- Microsoft Office
- Portfolio Management
- Microsoft Excel
- Banking
- Training
- Marketing
Dave Lougheed Summary
- Dave Lougheed, based in Calgary, AB, CA, is currently a Branch Manager and Portfolio Manager at Lougheed Wealth Management of Raymond James Ltd.. Dave Lougheed brings experience from previous roles at Raymond James Ltd., Heritage Park Historical Village, Macquarie Private Wealth and Rugby. Dave Lougheed holds a 2000 - 2002 Master of Business Administration (M.B.A.) @ University of Calgary. With a robust skill set that includes Alternative Investments, Equities, Finance, Financial Advisory, Investment Advisory and more. Dave Lougheed has 1 emails and 1 mobile phone numbers on RocketReach.
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