Matthew Tomasic Email & Phone Number
Chief Compliance Officer at Optimize Wealth Management @ Optimize Financial Group
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Matthew Tomasic Location
- Toronto, ON, CA
Matthew Tomasic Work
- 2024 -now Chief Compliance Officer at Optimize Wealth Management @
- 2022 -2025 Senior Vice-President, Compliance and Portfolio Manager @
- 2020 -2022 Vice-President, Operations and Trading; Associate Portfolio Manager @
- 2017 -2020 Senior Financial Planner and Portfolio Analyst @
- 2014 -2017 Senior Financial Planner @ Mutual Fund Dealer
- 2013 -2014 Manager, Customer Service and Branch Compliance Officer @
- 2011 -2013 Personal Banking and Small Business Advisor @
- 2009 -2011 Customer Service Representative @
Matthew Tomasic Education
- Ryerson University
Bachelor of Commerce (B.Com.) (Finance, Economics)
2007-2011 - Father Michael Goetz Secondary School
High School Diploma
2002-2006
Matthew Tomasic Skills
- Financial Analysis
- Credit
- PowerPoint
- Project Planning
- Leadership
- Banking
- Customer Service
- Investments
- Commercial Banking
- Finance
- Customer Relations
- Asset Management
- Personal Budgeting
- Asset Managment
Matthew Tomasic Summary
- Matthew Tomasic, based in Toronto, ON, CA, is currently a Chief Compliance Officer at Optimize Wealth Management at Optimize Financial Group. Matthew Tomasic brings experience from previous roles at Optimize Financial Group and Mutual Fund Dealer. Matthew Tomasic holds a 2007 - 2011 Bachelor of Commerce (B.Com.) in Finance, Economics @ Ryerson University. With a robust skill set that includes Financial Analysis, Credit, PowerPoint, Project Planning, Leadership and more. Matthew Tomasic has 2 emails and 1 mobile phone numbers on RocketReach.
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