David Sorley's Location
Toronto, ON, CA
David Sorley's Work
- Team Lead - Client Care Centre @ OPB (Ontario Pension Board)
- Client Care Associate @ OPB (Ontario Pension Board)
- Pension Analyst @ OPB (Ontario Pension Board)
- Estate Specialist @ Dynamic Funds
- Branch Operations @ Corbeil Boudreau Groupe Financier
- Analyst - Impact - Partner Services @ National Bank Independent Network
- Institutional Compliance and New accounts and Transition Departments @ National Bank Independent Network
David Sorley's Education
- Canadian Securities Institute2006 - 2013
- Canadian Institute of Financial Planners - 2018 - Onward
David Sorley's Skills
- Investments
- Mutual Funds
- Securities
- Financial Services
- Wealth Management
- Leadership
- Customer Service
- Banking
- Equities
- Management
David Sorley's Summary
David Sorley, based in Toronto, ON, CA, is currently a Team Lead - Client Care Centre at OPB (Ontario Pension Board), bringing experience from previous roles at OPB (Ontario Pension Board), Dynamic Funds and National Bank Financial. David Sorley holds a 2006 - 2013 Canadian Securities Institute. With a robust skill set that includes Investments, Mutual Funds, Securities, Financial Services, Wealth Management and more, David Sorley contributes valuable insights to the industry. David Sorley has 1 email on RocketReach.
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ViewMila Babic
Vice President, Client Services at OPB (Ontario Pension Board)
Toronto, Ontario, Canada2
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