Lance Coe Email
Team Manager, Wealth Tax and Government Reporting @ TD Wealth Management
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Lance Coe Location
- Toronto, ON, CA
Lance Coe Work
- 2016 -now Team Manager, Wealth Tax and Government Reporting @
- 2013 -now QI Tax Function Specialist @
- 2009 -2013 Manager, Reconciliations @
- 2006 -2009 Manager, Securities Reconciliations @ TD Waterhouse Canada Inc
- 2004 -2006 Supervisor, Trade Input and GIC's @ TD Waterhouse Canada Inc
Lance Coe Education
- Durham College
Business Studies – Certificate
Lance Coe Skills
- Leadership
- Banking
- Fixed Income
- Portfolio Management
- Capital Markets
- Derivatives
- Financial Risk
- Bloomberg
- Relationship Management
- Financial Services
- Wealth Management
- Equities
- Account Reconciliation
- Mutual Funds
- Reconciliation
- Microsoft Office
- Risk Management
- Customer Service
- Back Office
- Management
- Financial Reporting
- Project Management
- Trading
- Marketing Strategy
- Securities
Lance Coe Summary
- Lance Coe, based in Toronto, ON, CA, is currently a Team Manager, Wealth Tax and Government Reporting at TD Wealth Management. Lance Coe brings experience from previous roles at TD Wealth Management and TD Waterhouse Canada Inc. Lance Coe holds a Business Studies – Certificate @ Durham College. With a robust skill set that includes Leadership, Banking, Fixed Income, Portfolio Management, Capital Markets and more. Lance Coe has 1 emails on RocketReach.
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