David Thomas Location
Toronto, ON, CA
David Thomas Work
- 2025 - now Director, Client Strategy @ Training The Street
- 2018 - now Lecturer in Finance @ Ivey Business School
- 2023 - 2025 Co-CEO of Canada @ Training The Street
- 2012 - 2023 Principal @ The Marquee Group
- 2016 - 2023 Board Member @ Financial Modeling Institute (FMI)
- 2010 - 2012 President and CEO @ J&T Advisors (Canada) Inc.
- 2007 - 2010 CEO @ J&T Bank and Trust
- 2001 - 2007 Vice President and Director, Equity Capital Markets @ BMO Capital Markets
- 1999 - 2001 Associate and Vice President Utilities Group @ BMO Capital Markets
David Thomas Education
- Society of Trust & Estate Practitioners
Trust and Estate Practitioner (TEP)
2008 - 2009 - Ivey Business School at Western University
MBA (Business)
1994 - 1996
David Thomas Skills
- International Business
- Investments
- Wealth Management
- Corporate Finance
- Financial Advisory
- Private Banking
- Tax
- Financial Structuring
- Alternative Investments
- Asset Managment
David Thomas Summary
David Thomas, based in Toronto, ON, CA, is currently a Director, Client Strategy at Training The Street. David Thomas brings experience from previous roles at Ivey Business School at Western University, Training The Street, The Marquee Group and Financial Modeling Institute (FMI). David Thomas holds a 2008 - 2009 Trust and Estate Practitioner (TEP) @ Society of Trust & Estate Practitioners. With a robust skill set that includes International Business, Investments, Wealth Management, Corporate Finance, Financial Advisory and more. David Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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David Thomas
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