Marcy Einarsson Email & Phone Number
Director Regulatory Compliance @ The Securities and Investment Management Association
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Marcy Einarsson Location
- Canada
Marcy Einarsson Work
- 2026 -now Director Regulatory Compliance @
- 2023 -2025 SAVP, Wealth Compliance and Chief Compliance Officer, CWB Wealth Management Ltd. @
- 2023 -2025 Chief Compliance Officer @
- 2023 -2023 SAVP, Wealth Compliance @
- 2018 -2023 AVP and Chief Compliance Officer @
- 2016 -2018 Chief Compliance Officer and Senior Director of Operations @
- 2014 -2016 Director, Asset Management Compliance @
- 2004 -2014 Director, Regulatory Reporting @
- 2000 -2004 Fund Reporting Manager @
- 1998 -2000 Securities Administrator @
Marcy Einarsson Education
- University of Manitoba
Bachelor of Arts (Economics)
Marcy Einarsson Skills
- Governance
- Mutual Funds
- Portfolio Management
- Investments
- Strategic Financial Planning
- Wealth Management
- Business Analysis
- Fixed Income
- Asset Managment
- Investment Management
- Financial Risk
- Asset Management
- Management
- Trading
- Banking
- Capital Markets
- Risk Management
- Relationship Management
- Wealth Management Services
- Financial Services
- Bloomberg
- Securities
- Strategic Financial
Marcy Einarsson Summary
- Marcy Einarsson, based in Canada, is currently a Director Regulatory Compliance at The Securities and Investment Management Association (SIMA). Marcy Einarsson brings experience from previous roles at CWB Wealth and Sun Life Global Investments. Marcy Einarsson holds a Bachelor of Arts in Economics @ University of Manitoba. With a robust skill set that includes Governance, Mutual Funds, Portfolio Management, Investments, Strategic Financial Planning and more. Marcy Einarsson has 1 emails on RocketReach.
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