Dave Lougheed Email & Phone Number
Branch Manager and Portfolio Manager
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Dave Lougheed Location
- Calgary, AB, CA
Dave Lougheed Work
- 2016 -now Branch Manager and Portfolio Manager @ Lougheed Wealth Management of Raymond James Ltd.
- 2013 -2015 Vice President, Portfolio Manager, Private Client Group @
- 2012 -2015 Sponsor @
- 2010 -2013 Portfolio Manager and Wealth Advisor @ Macquarie Private Wealth
- 1968 -2012 Rugby @ Rugby
- 2004 -2010 Wealth Advisor @ BMO Nesbitt Burns
- 1998 -2000 Professional Rugby Player @ Leicester Tigers RFC
- 1993 -1998 Teacher @ Upper Canada College
Dave Lougheed Education
- The 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
- Microsoft Office
- Investment Strategies
- Equities
- Wealth
- Alternative Investments
- Strategic Financial Planning
- Portfolio Management
- Investment Management
- Mutual Funds
- Microsoft Excel
- Banking
- Investments
- Financial Advisory
- Finance
- Training
- Wealth Management Services
- Securities
- Wealth Management
- Succession Planning
- Retirement Planning
- Marketing
- Investment Advisory
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.) @ The University of Calgary. With a robust skill set that includes Microsoft Office, Investment Strategies, Equities, Wealth, Alternative Investments and more. Dave Lougheed has 1 emails and 1 mobile phone numbers on RocketReach.
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