David Blanchard Email & Phone Number
Regional Vice President, Business Development @ CI Assante Wealth Management
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David Blanchard Location
- Canada
David Blanchard Work
- Regional Vice President, Business Development @ (June 2026 - Present)
- Partner, Director Operations @ (December 2021 - June 2026)
- Regional Vice President, Business Development and Relationship Management @ (June 2015 - June 2021)
- Manager, Portfolio Manager Service Delivery @ (June 2013 - June 2015)
- Manager Service Delivery, Institutional Services @ (June 2011 - June 2013)
- Team Manager, Financial Planning Service and Support @ (June 2009 - June 2011)
- Investment Representative, Direct Investing @ (June 2007 - June 2009)
David Blanchard Education
- Canadian Securities Institute 2007-2010
- Saint Mary's University
B. Comm (Accounting and Finance)
2003-2007
David Blanchard Skills
- Mutual Funds
- Wealth Management
- Investments
- Fixed Income
- Equities
- Credit
- Options
- Six Sigma
- Lean Thinking
- Credit Analysis
- Securities
- Management
- Relationship Management
- Bonds
- Strategic Financial Planning
- Investment Strategies
- Trading
- Credit Risk
- Bloomberg
- Business Development
- Equity Trading
- Financial Markets
- Financial Services
- Risk Management
- Investment Management
- Asset Management
- FX Options
- Financial Risk
- Equity Derivatives
- Back Office
- Trading Systems
- Operational Risk
- Portfolio Management
- Microsoft Excel
- JavaScript
- Business Relationship Management
- Financial Planning
David Blanchard Summary
- David Blanchard, based in Canada, is currently a Regional Vice President, Business Development at CI Assante Wealth Management. David Blanchard brings experience from previous roles at Camber Private Wealth, National Bank Independent Network and TD Bank Group. David Blanchard holds a 2007 - 2010 Canadian Securities Institute. With a robust skill set that includes Mutual Funds, Wealth Management, Investments, Fixed Income, Equities and more. David Blanchard has 1 emails on RocketReach.
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