David Ferreira's Location
Toronto, Ontario, Canada
David Ferreira's Work
- Portfolio Manager @ Optimize Wealth Management
- Associate Portfolio Manager @ Optimize Wealth Management
- Vice President, Private Client Group @ Fisher Investments
- Senior Transitional Financial Advisor @ Edward Jones
- Financial Advisor @ Edward Jones
- Associate, High Net Worth Client Group @ Edward Jones
David Ferreira's Education
- Western University
Bachelor's degree
2009 - 2014 - Westmount C.I.
High School
2004 - 2009
David Ferreira's Skills
- Management
- Sales
- Accounting
- Estate Planning
- Insurance Needs
- Teamwork
- Data Analysis
- Investment Strategies
- Financial Modeling
- Social Media
David Ferreira's Summary
David Ferreira, based in Toronto, Ontario, Canada, is currently a Portfolio Manager at Optimize Wealth Management, bringing experience from previous roles at Optimize Wealth Management, Fisher Investments Canada and Edward Jones. David Ferreira holds a 2009 - 2014 Bachelor's degree @ Western University. With a robust skill set that includes Management, Sales, Accounting, Estate Planning, Insurance Needs and more, David Ferreira contributes valuable insights to the industry. David Ferreira has 1 email on RocketReach.
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