Phil Kwon Email
Head of Portfolio Analytics @ Richardson Wealth
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Phil Kwon Location
- Toronto, ON, CA
Phil Kwon Work
- Head of Portfolio Analytics @ (September 2021 - Present)
- Fixed Income Specialist @ (October 2010 - March 2021)
- Vice President, Investment Management and Research @ (June 2005 - October 2010)
- Products and Application Specialist @ CIBC / Merrill Lynch Canada (January 2000 - June 2005)
Phil Kwon Education
- Crescent School
- Queen's University
Bachelor of Science - BS
- University of Toronto
Bachelor's degree
Phil Kwon Skills
- Analytical Skills
- Analytics
- Asset Allocation
- Asset Management
- Bloomberg
- Business Development
- Compliance Management
- Customer Service
- Data Analysis
- Data Analytics
- Data Governance
- Data Integration
- Data Quality
- Databases
- Digital Strategy
- FactSet Research Management
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed Income
- Integration
- Investment Advisory
- Investment Advisory Services
- Investment Management
- Investment Portfolios
- Investment Products
- Investment Research
- Investment Strategies
- Investments
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Modeling Portfolios
- Portfolio Management
- Portfolio Managers
- Portfolio Optimization
- Preferred Stock
- Problem Solving
- Product Development
- Quantitative Analytics
- Research
- Research Management
- Revenue Generation
- Risk Management
- Sales & Marketing
- Value-Added Services (VAS)
- Wealth Management
- Wealth Management Services
- preferred shares
Phil Kwon Summary
- Phil Kwon, based in Toronto, ON, CA, is currently a Head of Portfolio Analytics at Richardson Wealth. Phil Kwon brings experience from previous roles at Raymond James Ltd., Richardson Wealth and CIBC / Merrill Lynch Canada. Phil Kwon holds a Crescent School. With a robust skill set that includes Analytical Skills, Analytics, Asset Allocation, Asset Management, Bloomberg and more. Phil Kwon has 1 emails on RocketReach.
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