2017 -2018 Director of Wealth Management and Branch Manager @
2014 -2017 Branch Supervisor and Assistant Branch Manager, Vice President - Private Client Group @
2013 -2014 Regional Manager, Corporate Office @
2011 -2013 Branch Administrator @
2010 -2011 Associate Investment Advisor @
2009 -2010 Associate Investment Advisor @
1998 -2009 Branch Administrator and Associate @
1996 -1998 Research Co-Ordinator @
Ralph Santoli Education
University of Toronto
Ralph Santoli Skills
Portfolio Management
Mutual Funds
Investments
Wealth Management
Retirement Planning
Investment Advisory
Financial Services
Retirement
Securities
Investment Strategies
Asset Allocation
Financial Advisory
Wealth
Wealth Management Services
Equities
Microsoft Word
High Net Worth Individuals
Strategic Planning
Microsoft Excel
PowerPoint
Sales
Asset Management
Ralph Santoli Summary
Ralph Santoli, based in Toronto, ON, CA, is currently a Senior Manager, Compliance at Highgate Group Inc.. Ralph Santoli brings experience from previous roles at Riley Investment Services / Worldsource Securities Inc. , sponsoring investment, Foster & Associates Financial Services Inc., Gravitas Securities Inc. and Raymond James Ltd.. Ralph Santoli holds a University of Toronto. With a robust skill set that includes Portfolio Management, Mutual Funds, Investments, Wealth Management, Retirement Planning and more. Ralph Santoli has 1 emails and 1 mobile phone numbers on RocketReach.
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