Emily Halverson-Duncan's Location
Toronto, Ontario, Canada
Emily Halverson-Duncan's Work
- Associate Investment Advisor @ BMO Nesbitt Burns
- Director, CPMS Sales @ Morningstar
- Account Manager, CPMS @ Morningstar Canada
- Investment Associate @ DiBrina Group
- Business Development Manager @ Fidelity Investments
- Business Development Associate @ Fidelity Investments
- Financial Services Representative Ii @ CIBC
- Customer Service Representative @ Scotiabank
Emily Halverson-Duncan's Education
- University of Toronto - Rotman School of Management
Masters (Finance)
2020 - 2022 - University of Waterloo
Bachelor of Mathematics (Mathematics, Business Administration)
2010 - 2014 - Canadian Securities Institute2013 - 2013
- CFA Institute
Emily Halverson-Duncan's Skills
- Finance
- Investments
- Mathematics
- Mutual Funds
- Banking
- Customer Service
- Teamwork
- Financial Planning
- Leadership
- Business Administration
Emily Halverson-Duncan's Summary
Emily Halverson-Duncan, based in Toronto, Ontario, Canada, is currently a Associate Investment Advisor at Bmo Nesbitt Burns, bringing experience from previous roles at Morningstar, Morningstar Canada, Dibrina Group and Fidelity Investments. Emily Halverson-Duncan holds a 2020 - 2022 Masters in Finance @ University of Toronto - Rotman School of Management. With a robust skill set that includes Finance, Investments, Mathematics, Mutual Funds, Banking and more, Emily Halverson-Duncan contributes valuable insights to the industry. Emily Halverson-Duncan has 3 emails on RocketReach.
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