Marcel Schroder Email & Phone Number
Senior Associate @ Digital Financial
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Marcel Schroder Location
- Richmond Hill, ON, CA
Marcel Schroder Work
- 2023 - now Senior Associate @
- 2016 - now Principal @ Fintech Advisory Inc
- 2021 - 2023 Wealth Management Consultant | Global Wealth and Capital Markets @
- 2017 - 2021 SVP Wealth Management @ Coast Capital Savings
- 2018 - 2021 Board Member @
- 2017 - 2018 Member Board Of Directors @
- 2017 - 2018 FinTech Advisory Committee Member, OSC Launchpad @
- 2015 - 2018 Managing Director and CCO @
- 2010 - 2015 Managing Director and Head, International Asset Management, Global Asset Management @
- 2007 - 2010 VP Investment Products Group, International Wealth Management @
- 2002 - 2007 Director International Wealth Management @
- 2001 - 2003 Director Sales Technology, International Banking @
- 1998 - 2001 Director Sales and Service @
- 1996 - 1998 Financial Consultant - Banking Operations @
- 1993 - 1996 Branch Manager @
- 1990 - 1993 Manager Deposit Administration Business Analyst @ Prenor Trust Company
- 1986 - 1990 Assistant Branch Manager @ National Trust Company
Marcel Schroder Education
- Institute of Corporate Directors
HR & Compensation, Boardroom Financial Essentials, Enterprise Risk
2015 - 2016 - Ivey Business School at Western University
(Ivey Executive Development, Executive Leadership)
2007 - 2007 - Western University
Bachelor's Degree (Economics)
1982 - 1985
Marcel Schroder Skills
- Pensions
- Wealth Management
- Finance
- Fixed Income
- Wealth Management Services
- Investments
- Financial Advisory
- Banking
- Financial Services
- Mutual Funds
- Strategic Financial Planning
- Risk Management
- Investment Advisory
- Asset Allocation
- Securities
- Portfolio Management
- Financial Planning
- Financial Modeling
- Asset Management
- Equities
- Business Relationship Management
- Client Services
- Relationship Management
- Start Up Consulting
- Negotiation
- Investment Strategies
- New Product Implementations
- FinTech
- Business Strategy
- Cyber
- Security
- Compliance Officers
- LATAM
- Keys
Marcel Schroder Summary
- Marcel Schroder, based in Richmond Hill, ON, CA, is currently a Senior Associate at Digital Financial. Marcel Schroder brings experience from previous roles at Fintech Advisory Inc, CGI, Coast Capital Savings and Truvera Trust Corporation. Marcel Schroder holds a 2015 - 2016 HR & Compensation, Boardroom Financial Essentials, Enterprise Risk @ Institute of Corporate Directors. With a robust skill set that includes Pensions, Wealth Management, Finance, Fixed Income, Wealth Management Services and more. Marcel Schroder has 2 emails and 1 mobile phone numbers on RocketReach.
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