Iris Mak Email
Senior Vice President, Investment Counsellor Portfolio Manager
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Iris Mak Location
- Canada
Iris Mak Work
- Senior Vice President, Investment Counsellor Portfolio Manager @ CITI PRIVATE BANK (January 2023 - Present)
- Vice President, Investment Counsellor Portfolio Manager @ (April 2016 - January 2023)
- Senior Vice President, Portfolio Manager @ (April 2016 - Present)
- Investment Consultant and Chief Compliance Officer @ (May 2011 - April 2016)
- Investment Advisor @ MORNINGSTAR ASSOCIATES, INC. (May 2011 - April 2016)
- Investment Consultant @ (December 2008 - January 2011)
- Investment Advisor @ ECKLER LTD. (December 2008 - January 2011)
- Investment Advisor @ TOWERS PERRIN (March 2007 - November 2008)
- Investment Consultant @ (July 2000 - November 2008)
- Associate @ TOWERS PERRIN (July 2000 - February 2007)
Iris Mak Education
- Schulich School of Business - York University
Bachelor of Business Administration - BBA (Finance, investments)
Iris Mak Skills
- Asset Allocation
- Mutual Funds
- Investments
- Investment Strategies
- Investment Advisory
- Wealth Management
- Equities
- Alternative Investments
- Series 7
- Portfolio Management
- Asset Managment
- Investment Management
- Asset Management
- Pension Funds
- Financial Advisory
- Retirement
- Institutional Investments
- Leadership
- Sales
- Financial Modeling
- Compliance
- Microsoft Office
- Marketing
- IRIS
- Project Management
Iris Mak Summary
- Iris Mak, based in Canada, is currently a Senior Vice President, Investment Counsellor Portfolio Manager at CITI PRIVATE BANK. Iris Mak brings experience from previous roles at Citi Private Bank, Morningstar Associates Inc. and MORNINGSTAR ASSOCIATES, INC.. Iris Mak holds a Bachelor of Business Administration - BBA in Finance, investments @ Schulich School of Business - York University. With a robust skill set that includes Asset Allocation, Mutual Funds, Investments, Investment Strategies, Investment Advisory and more. Iris Mak has 1 emails on RocketReach.
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