David Somerville Email
Portfolio Manager and Investment Advisor @ Echelon Wealth Partners
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David Somerville Location
- Calgary, AB, CA
David Somerville Work
- 2016 -now Portfolio Manager and Investment Advisor @
David Somerville Education
- St. Andrew's College, Canadian Junior College (Lausanne), University of Toronto
- St. Andrew's College, Canadian Junior College (Lausanne), University of Toronto
Bachelor of Arts (B.A.)
David Somerville Skills
- Chartered Investment Manager
- Professional Financial Planner
- Portfolio Management
- Investments
- Global Macro Strategy
- Asset Management
- Hedge Funds
- Strategy
- Business Strategy
- Risk Management
- Wealth Management
- Equities
- Fundraising
- Strategic Planning
- Leadership
- Financial Analysis
- Negotiation
- Asset Managment
- Finance
- Sales
- Economics
- Insurance
- Budgets
- Public Speaking
- Marketing
- Training
- Microsoft Excel
- Microsoft Office
David Somerville Summary
- David Somerville, based in Calgary, AB, CA, is currently a Portfolio Manager and Investment Advisor at Echelon Wealth Partners. David Somerville holds a St. Andrew's College, Canadian Junior College (Lausanne), University of Toronto. With a robust skill set that includes Chartered Investment Manager, Professional Financial Planner, Portfolio Management, Investments, Global Macro Strategy and more. David Somerville has 2 emails on RocketReach.
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