Chartered Life Underwriter @ (January 2014 - Present)
Senior Financial Consultant @ (June 2016 - May 2019)
Division Director @ (May 2013 - June 2016)
Financial Consultant @ (January 2011 - May 2013)
Michael Dutra Education
Brock University
Bachelor's Degree (Honours) (Finance)
2005-2010
Michael Dutra Skills
Accounting
Financial Planning
Investments
Finance
Wealth Management
Social Media
Retirement Planning
Financial Advisory
Team Leadership
Project Planning
Wealth
Insurance Planning
Certified Mortgage Planning
Disability Insurance
Estate Planning
Investment Strategies
Leadership
Portfolio Management
Change Management
CLU
Life Insurance
Financial Analysis
Small Business
Strategic Financial Planning
Entrepreneurship
Critical Illness
Budgets
Process Improvement
Marketing
Personal Finance
Financial Planners
Mutual Funds
Risk Management
Investment Advisory
Management
Training
Michael Dutra Summary
Michael Dutra, based in Toronto, ON, CA, is currently a Chief Executive Officer at FriedmannAI. Michael Dutra brings experience from previous roles at Dutra Wealth Management Group, STEP Canada | The Society of Trust and Estate Practitioners (Canada), Mike Check 1,2,1,2 and FP Canada. Michael Dutra holds a 2005 - 2010 Bachelor's Degree (Honours) in Finance @ Brock University. With a robust skill set that includes Accounting, Financial Planning, Investments, Finance, Wealth Management and more. Michael Dutra has 4 emails and 3 mobile phone numbers on RocketReach.
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