Iris Mak Email
Senior Vice President, Investment Counsellor Portfolio Manager
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Iris Mak Location
- Canada
Iris Mak Work
- 2023 -now Senior Vice President, Investment Counsellor Portfolio Manager @ CITI PRIVATE BANK
- 2016 -2023 Vice President, Investment Counsellor Portfolio Manager @
- 2016 -now Senior Vice President, Portfolio Manager @
- 2011 -2016 Investment Consultant and Chief Compliance Officer @
- 2011 -2016 Investment Advisor @ MORNINGSTAR ASSOCIATES, INC.
- 2008 -2011 Investment Consultant @
- 2008 -2011 Investment Advisor @ ECKLER LTD.
- 2007 -2008 Investment Advisor @ TOWERS PERRIN
- 2000 -2008 Investment Consultant @
- 2000 -2007 Associate @ TOWERS PERRIN
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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