David Potok Email & Phone Number
Senior Investment Advisor, Associate Portfolio Manager @ CIBC Wood Gundy
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David Potok Location
- Toronto, ON, CA
David Potok Work
- 2025 -now Senior Investment Advisor, Associate Portfolio Manager @
- 2020 -now Senior Investment Advisor @
- 2020 -now Investment Advisor @
- 2012 -2020 Investment Advisor @
- 2005 -2012 Senior Investment Advisor @ canaccord wealth management
- 2005 -2012 senior Investment advisor @ Canaccord wealth Management
David Potok Education
- University of Toronto - New College
- thornhill SS
David Potok Skills
- Investment Strategies
- Investment Advisory
- Wealth Management
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Venture Capital
- Securities
- Asset Management
- Equities
- Retirement Planning
- Capital Markets
- Investments
- Fixed Income
- Financial Planning
- Business Analysis
- Finance
- Team Building
- Customer Service
- Business Development
- Management
David Potok Summary
- David Potok, based in Toronto, ON, CA, is currently a Senior Investment Advisor, Associate Portfolio Manager at CIBC Wood Gundy. David Potok brings experience from previous roles at CIBC Wood Gundy, BMO Nesbitt Burns and canaccord wealth management. David Potok holds a University of Toronto - New College. With a robust skill set that includes Investment Strategies, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds and more. David Potok has 1 emails and 1 mobile phone numbers on RocketReach.
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