Branch Manager @ Riley Investment Services / Worldsource Securities Inc. , sponsoring investment (October 2019 - September 2025)
Branch Manager and Managing Director @ (June 2018 - October 2019)
Director of Wealth Management and Branch Manager @ (January 2017 - May 2018)
Branch Supervisor and Assistant Branch Manager, Vice President - Private Client Group @ (March 2014 - January 2017)
Regional Manager, Corporate Office @ (June 2013 - March 2014)
Branch Administrator @ (September 2011 - May 2013)
Associate Investment Advisor @ (March 2010 - June 2011)
Associate Investment Advisor @ (June 2009 - February 2010)
Branch Administrator and Associate @ (May 1998 - May 2009)
Research Co-Ordinator @ (August 1996 - May 1998)
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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