Matthew Jacobson Email & Phone Number
Portfolio Manager and Investment Advisor @ BMO Nesbitt Burns
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Matthew Jacobson Location
- Toronto, ON, CA
Matthew Jacobson Work
- Portfolio Manager and Investment Advisor @ (April 2016 - Present)
- Senior Financial Advisor, Imperial Service @ (April 2013 - April 2016)
Matthew Jacobson Education
- Concordia University
Bachelor of Commerce (B.Com.) (Finance)
2008-2011 - CEGEP - John Abbott College
Science
2006-2008
Matthew Jacobson Skills
- Banking
- Coaching
- Credit Cards
- Customer Service
- Debt Restructuring
- E-commerce
- Email Etiquette
- Event Management
- Event Planning
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- French
- Fundraising
- Investments
- Lines Of Credit
- Microsoft Office
- Negotiation
- Personal Finance
- Portfolio Management
- PowerPoint
- Public Relations
- Public Speaking
- Retirement Savings
- Sales
- Social Media
- Social Networking
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Team Leadership
- Teamwork
- Unsecured Loans
Matthew Jacobson Summary
- Matthew Jacobson, based in Toronto, ON, CA, is currently a Portfolio Manager and Investment Advisor at BMO Nesbitt Burns. Matthew Jacobson brings experience from previous roles at CIBC. Matthew Jacobson holds a 2008 - 2011 Bachelor of Commerce (B.Com.) in Finance @ Concordia University. With a robust skill set that includes Banking, Coaching, Credit Cards, Customer Service, Debt Restructuring and more. Matthew Jacobson has 3 emails and 4 mobile phone numbers on RocketReach.
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