Mark Smith-Windsor Email & Phone Number
Portfolio Manager @ iA Private Wealth
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Mark Smith-Windsor Location
- Saskatoon, SK, CA
Mark Smith-Windsor Work
- 2013 -now Portfolio Manager @
- 2009 -2013 Vice President, Investment Advisor @
- 2004 -2009 Investment Advisor @
Mark Smith-Windsor Education
- University of Saskatchewan
BA (Economics)
- CFA Institute
- Certified Management Accountants
Mark Smith-Windsor Skills
- Investments
- Equities
- Financial Services
- Investment Strategies
- Portfolio Management
- Economics
- Investment Advisory
- Wealth Management
- Capital Markets
- Mutual Funds
- Asset Management
- Trading
- Alternative Investments
- Fixed Income
- Securities
- Asset Allocation
- Financial Analysis
- Corporate Finance
- Equity Research
- Leadership
- Public Speaking
- Financial Modeling
- Marketing
- Project Management
Mark Smith-Windsor Summary
- Mark Smith-Windsor, based in Saskatoon, SK, CA, is currently a Portfolio Manager at iA Private Wealth. Mark Smith-Windsor brings experience from previous roles at MGI Securities and Union Securities. Mark Smith-Windsor holds a BA in Economics @ University of Saskatchewan. With a robust skill set that includes Investments, Equities, Financial Services, Investment Strategies, Portfolio Management and more. Mark Smith-Windsor has 2 emails and 1 mobile phone numbers on RocketReach.
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Mark Smith-Windsor
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