David Kletz Email & Phone Number
Lead Portfolio Manager @ Forstrong Global Asset Management
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David Kletz Location
- Toronto, ON, CA
David Kletz Work
- Lead Portfolio Manager @ (September 2022 - Present)
- Vice President, Portfolio Manager @ (July 2017 - October 2022)
- Analyst, Associate Portfolio Manager @ (March 2014 - July 2017)
- Finance Associate @ (October 2010 - March 2014)
- Operations Associate @ (August 2010 - October 2010)
- New Accounts Associate @ (August 2008 - August 2010)
David Kletz Education
- The University of Western Ontario
Bachelor of Management and Organizational Studies
2004-2008
David Kletz Skills
- Customer Service
- Microsoft Office
- Investment Strategies
- Equities
- Financial Modeling
- ETFs
- Capital Markets
- Financial Analysis
- Securities
- Fixed Income
- Wealth Management
- Project Management
- Investment Advisory
- Asset Management
- Sales
- Investments
- Portfolio Management
David Kletz Summary
- David Kletz, based in Toronto, ON, CA, is currently a Lead Portfolio Manager at Forstrong Global Asset Management. David Kletz brings experience from previous roles at Forstrong Global Asset Management and MGI Securities. David Kletz holds a 2004 - 2008 Bachelor of Management and Organizational Studies @ The University of Western Ontario. With a robust skill set that includes Customer Service, Microsoft Office, Investment Strategies, Equities, Financial Modeling and more. David Kletz has 2 emails on RocketReach.
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