Operations Team Member @ (September 2023 - July 2024)
Licensed Assistant at iA Private Wealth Inc @ Polson Bourbonniere Derby Wealth Management with iA Private Wealth Inc (January 2016 - June 2023)
Licensed Assistant at iA Private Wealth @ (January 2016 - June 2023)
Investment Coordinator @ (March 2014 - January 2016)
Trading and Investment Administration @ (September 2012 - March 2014)
Fixed Income Trading, Compliance and Portfolio Admin. @ Barrantagh Investment Management Inc. (August 2009 - August 2012)
Compliance Manager and Portfolio Administration @ Marquest Asset Management Inc (February 2002 - August 2009)
Imara Kulatunga Education
Middlesex University
BA (hons) (Accounting & Finance)
1990-1993
Ladies College 1978-1987
Imara Kulatunga Skills
Equities
Asset Managment
Investments
Portfolio Management
Bloomberg
Securities
Investment Management
Financial Modeling
Fund Accounting
Valuation
Wealth Management
Trading
Fixed Income
Imara Kulatunga Summary
Imara Kulatunga, based in United Kingdom, is currently a Senior Operations Associate at Dowgate Wealth. Imara Kulatunga brings experience from previous roles at Raymond James Investment Services, Polson Bourbonniere Derby Wealth Management with iA Private Wealth Inc, iA Private Wealth and Stonehaven Financial Group. Imara Kulatunga holds a 1990 - 1993 BA (hons) in Accounting & Finance @ Middlesex University. With a robust skill set that includes Equities, Asset Managment, Investments, Portfolio Management, Bloomberg and more. Imara Kulatunga has 1 emails and 1 mobile phone numbers on RocketReach.
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