Lindsey Bauer Email
Portfolio Manager @ Lionridge Capital Management Inc
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Lindsey Bauer Location
- Winnipeg, MB, CA
Lindsey Bauer Work
- Portfolio Manager @ (September 2024 - Present)
- Co-Founder, Portfolio Manager @ Self-employed (August 2023 - August 2024)
- Portfolio Manager @ (March 2021 - July 2023)
- Senior Research Analyst, Equities @ (August 2020 - March 2021)
- Senior Analyst, Equities @ GLC Asset Management Group Ltd. (July 2019 - August 2020)
- Analyst, Equities @ GLC Asset Management Group Ltd. (April 2015 - July 2019)
- Associate Manager, Investment Strategy @ GLC Asset Management Group Ltd. (July 2013 - April 2015)
- Senior Analyst Finance, Operations, and Compliance @ GLC Asset Management Group Ltd. (February 2011 - June 2013)
- Senior Analyst, Capital Management, Corporate Actuarial @ (October 2009 - February 2011)
- Project Analyst, Vital Statistics Agency @ (May 2006 - September 2009)
Lindsey Bauer Education
- FP Canada
Certified Financial Planner (CFP®) (Financial Planning and Services)
2023-2025 - Canadian Securities Institute (CSI)
Chief Compliance Officers Qualifying Exam (CCO) (Investments and Securities)
2025-2025 - Canadian Securities Institute (CSI)
Conduct Practices Handbook (CPH) (Investments and Securities)
2024-2024 - FP Canada
CFP Professional Education Program (PEP) (Financial Planning and Services)
2023-2023 - IFSE Institute
Canadian Investment Funds Course (CIFC) (Investments and Securities)
2023-2023 - Chartered Financial Analyst Institute (CFAI)
Chartered Financial Analyst (CFA) (Finance, Investment, and Securities)
2011-2013 - Canadian Securities Institute (CSI)
Canadian Securities Course (CSC)
2007-2008 - University of Manitoba
Bachelor of Commerce (B. Comm. Hons.) (Finance and Marketing)
2003-2008
Lindsey Bauer Skills
- Access
- Alternative Investments
- Bloomberg
- Business Development
- Buy-side
- CFA
- Capital Markets
- Client Relations
- Driving Efficiency
- Economic Research
- Emerging Markets
- Entrepreneurship
- Equity Research Analysis
- Excel Models
- Financial Analysis
- Financial Planning
- Going Above and Beyond
- Holistic Financial Planning
- Independent Worker
- Investment Accounting
- Investment Compliance
- Investment Management
- Investment Performance
- Investment Properties
- Investments
- Macroeconomics
- Managing Deadlines
- Marketing
- Multi Tasking
- Portfolio Management
- PowerPoint
- Presentation Skills
- Quick Study
- Report Writing
- Risk Management
- SAP
- Sector Research
- Teamwork
- VBA Excel
- Visio
- Visual Basic
Lindsey Bauer Summary
- Lindsey Bauer, based in Winnipeg, MB, CA, is currently a Portfolio Manager at Lionridge Capital Management Inc. Lindsey Bauer brings experience from previous roles at Self-employed, KAI Asset Management Inc., Value Partners Investments and GLC Asset Management Group Ltd.. Lindsey Bauer holds a 2023 - 2025 Certified Financial Planner (CFP®) in Financial Planning and Services @ FP Canada. With a robust skill set that includes Access, Alternative Investments, Bloomberg, Business Development, Buy-side and more. Lindsey Bauer has 1 emails on RocketReach.
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