Nick Theofanis Email & Phone Number

President @ Oak Advisory Services, LLC

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Nick Theofanis's Location

Toronto, ON, CA

Nick Theofanis's Work

President @ Oak Advisory Services, LLC
Senior Vice President Global Head of Financial Planning and Analysis @ Fiera Capital
Vice President, Financial Planning and Analysis @ Infrastructure Ontario

Chief Financial Officer @ NRT Technology Corp.
Director, Finance, Head of Financial Planning and Analysis @ CPP Investment Board
Director, Finance Shared Services, Technology and Operations, Corporate Areas @ BMO
Managing Director, Finance Technology and Operations @ BMO
Business Operations Controller @ Electronic Data Systems
Assistant Vice President, Finance @ Electronic Data Systems
Manager New Business Analysis and Industry Reporting @ Electronic Data Systems

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Nick Theofanis's Education

The Wharton School, University of Pennsylvania
(Education)
2017 - 2017
CFA Institute
2001
Canadian Securities Institute
1994

York University
Master of Business Administration (Finance)
1990 - 1991
York University
Bachelor of Arts (Economics)
1985 - 1989

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Nick Theofanis's Skills

Strategy
Change Management
Risk Management

Governance
Corporate Finance
Financial Analysis
Mergers and Acquisitions
Business Analysis
Business Strategy
Strategic Planning

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Nick Theofanis's Summary

Nick Theofanis, based in Toronto, ON, CA, is currently a President at North Oak Advisory Services Inc., bringing experience from previous roles at Fiera Capital Corporation, Infrastructure Ontario, NRT Technology Corp. and CPP Investment Board. Nick Theofanis holds a 2017 - 2017 The Wharton School, University of Pennsylvania. With a robust skill set that includes Strategy, Change Management, Risk Management, Governance, Corporate Finance and more, Nick Theofanis contributes valuable insights to the industry. Nick Theofanis has 2 emails on RocketReach.