2001 -2003 Senior Proprietary Equities Trader @ Swift trade securities
1999 -2001 Investment Product Client Service @
Jackson Lin Education
Harvard Business School Online
Certificate in Negotiation Mastery
2021-2021
University of Toronto - New College
Bachelor of Arts (B.A.) (Economics)
1995-1999
Canadian Securities Institute
Canadian securities course
Jackson Lin Skills
Investments
Mutual Funds
Wealth Management
Equities
Securities
Investment Strategies
Fixed Income
Strategic Financial Planning
Portfolio Management
Retirement Planning
Financial Analysis
Capital Markets
Asset Management
Retirement
Financial Modeling
Options
Financial Advisory
Estate Planning
Business Strategy
Insurance
Financial Services
Investment Management
Asset Allocation
Trading
Alternative Investments
Financial Planning
Business Relationship Management
Microsoft Office
Sales Management
Leadership
IT Sales
Microsoft Excel
Business Relationship Building
Business Development
Wealth Management Services
Sales
Public Speaking
Strategic Planning
Marketing Strategy
Business Management
Business Analysis
Sales and Marketing
Go To Market Strategy
Sales Presentations
Jackson Lin Summary
Jackson Lin, based in Toronto, ON, CA, is currently a Regional Director at National Bank Investments. Jackson Lin brings experience from previous roles at Invesco Canada, Desjardins, Toronto Stock Exchange and Russell Investments. Jackson Lin holds a 2021 - 2021 Certificate in Negotiation Mastery @ Harvard Business School Online. With a robust skill set that includes Investments, Mutual Funds, Wealth Management, Equities, Securities and more. Jackson Lin has 1 emails and 1 mobile phone numbers on RocketReach.
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