Karl Bruce Email & Phone Number
Wholesaler @ Next Edge Capital
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Karl Bruce Location
- Toronto, ON, CA
Karl Bruce Work
- 2024 -now Wholesaler @
- 2023 -now Principal @ Wellspring Advisory Services
- 2025 -2026 Consultant, Equity Investments @
- 2022 -2023 Vice-President, Sales @
- 2021 -2022 Associate Vice-President, Sales @
- 2020 -2021 Business Development Manager - Hybrid @
- 2016 -2019 Business Development Associate @
- 2016 -2016 Business Development Manager @ Excel Funds Management Inc.
- 2015 -2016 Business Development Associate | Internal Wholesaler @ Excel Funds Management Inc.
- 2014 -2014 Internal Wholesaler @ Aston Hill Financial Inc.
- 2013 -2014 Associate, Business Operations @
- 2011 -2013 Client Representative @
- 2009 -2010 Credit Manager @
Karl Bruce Education
- CAIA Association 2019-2020
- Canadian Securities Institute
(Financial Management, Finance)
- IFSE Institute
- University of Toronto
(Business Administration, Management, Business Administration and Management, Project Management)
Karl Bruce Skills
- Leadership
- Alternative Investments
- Customer Relationship Management Crm
- Banking
- Fixed Income
- Business Relationship Management
- Retirement Planning
- Financial Planning
- Capital Markets
- Investments
- Relationship Management
- Business Analysis
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Building Relationships
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Credit
- Financial Analysis
- Back Office
- Financial Reporting
- Credit Analysis
- Private Banking
- Retail Banking
- CRM
- Securities
- Hedge Funds
- Financial Markets
- Customer Relationship Management
Karl Bruce Summary
- Karl Bruce, based in Toronto, ON, CA, is currently a Wholesaler at Next Edge Capital. Karl Bruce brings experience from previous roles at Wellspring Advisory Services, Stealth Foundry and Purpose Investments. Karl Bruce holds a 2019 - 2020 CAIA Association. With a robust skill set that includes Leadership, Alternative Investments, Customer Relationship Management Crm, Banking, Fixed Income and more. Karl Bruce has 2 emails and 4 mobile phone numbers on RocketReach.
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