Eric Dionne Email & Phone Number
Senior Wealth Advisor and Senior Portfolio Manager @ West Oak Family Office
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Eric Dionne Location
- Canada
Eric Dionne Work
- Senior Wealth Advisor and Senior Portfolio Manager @ (November 2024 - Present)
- Portfolio Manager @ (January 2013 - November 2024)
- Financial Advisor @ (December 2009 - December 2012)
- Product Engineer @ Honda of Canada Mfg. (May 2005 - October 2009)
Eric Dionne Education
- Concordia University
MBA (Investment Management)
2007-2010 - Queen's University
B.Sc. (Mechanical Engineering)
2000-2005 - CFA Institute
CFA Charterholder
Eric Dionne Skills
- Asset Management
- Asset Managment
- Equities
- Equity Research
- Etfs
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Investment Management
- Investments
- Portfolio Management
- Risk Management
- Strategic Financial Planning
- Tactical Asset Allocation
- Valuation
- Wealth Management
Eric Dionne Summary
- Eric Dionne, based in Canada, is currently a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus. Eric Dionne brings experience from previous roles at BMO Nesbitt Burns, Kennedy & Associates Financial Advisory Group and Honda of Canada Mfg.. Eric Dionne holds a 2007 - 2010 MBA in Investment Management @ Concordia University. With a robust skill set that includes Asset Management, Asset Managment, Equities, Equity Research, Etfs and more. Eric Dionne has 1 emails and 1 mobile phone numbers on RocketReach.
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