Paul Wan Email
Senior Portfolio Manger, Financial Planning Management @ Leede Financial Inc.
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Paul Wan Location
- Vancouver, BC, CA
Paul Wan Work
- 2011 -now Senior Portfolio Manger, Financial Planning Management @
- 1998 -2010 Vice President, Senior Investment Advisor @
- 1984 -1998 Director, Vice President, Investment Advisor @ CM Oliver
Paul Wan Education
- Simon Fraser University
BBA, Business & Economics
Paul Wan Skills
- Wealth Management
- Equities
- Retirement Planning
- Securities
- Financial Markets
- Asset Management
- Capital Markets
- Investments
- Portfolio Management
- Investment Strategies
- Investment Advisory
- Strategic Planning
- Corporate Finance
- Bonds
- Mutual Funds
- Due Diligence
- Business Analysis
- Finance
- Microsoft Excel
- Marketing
- Customer Service
- Management
Paul Wan Summary
- Paul Wan, based in Vancouver, BC, CA, is currently a Senior Portfolio Manger, Financial Planning Management at Leede Financial Inc.. Paul Wan brings experience from previous roles at PI Financial Corp. and CM Oliver. Paul Wan holds a BBA, Business & Economics @ Simon Fraser University. With a robust skill set that includes Wealth Management, Equities, Retirement Planning, Securities, Financial Markets and more. Paul Wan has 1 emails on RocketReach.
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