Karl Bruce Email & Phone Number
Wholesaler @ Next Edge Capital
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Karl Bruce Location
- Toronto, ON, CA
Karl Bruce Work
- Consultant, Equity Investments @ (July 2025 - May 2026)
- Wholesaler @ (January 2024 - Present)
- Principal @ Wellspring Advisory Services (November 2023 - Present)
- Vice-President, Sales @ (February 2022 - November 2023)
- Associate Vice-President, Sales @ (May 2021 - February 2022)
- Business Development Manager - Hybrid @ (January 2020 - May 2021)
- Business Development Associate @ (December 2016 - December 2019)
- Business Development Manager @ (October 2016 - December 2016)
- Business Development Associate | Internal Wholesaler @ (March 2015 - October 2016)
- Internal Wholesaler @ (April 2014 - December 2014)
- Associate, Business Operations @ (May 2013 - April 2014)
- Client Representative @ (January 2011 - May 2013)
- Credit Manager @ (May 2009 - June 2010)
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 Stealth Foundry, Wellspring Advisory Services 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 3 emails and 4 mobile phone numbers on RocketReach.
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