Senior Analyst, Institutional Markets @ (June 2021 - August 2022)
Analyst, Institutional Markets @ (November 2019 - June 2021)
Granting Committee Member @ (October 2022 - January 2026)
Analyst, Investment Consulting @ (January 2018 - November 2019)
Raphael Coallier Education
Concordia University
Bachelor of Commerce (Major in Finance, Minor in Computer Science)
Raphael Coallier Skills
Capital Markets
Client Relations
Client-focused
Cross-functional Collaborations
High-Net-Worth Individuals (HNWI)
Investment Advisory Services
Investment Research
Portfolio Assessment
Private Wealth Management
Stakeholder Management
Strategic Thinking
Raphael Coallier Summary
Raphael Coallier, based in Montreal, QC, CA, is currently a Manager, Private Wealth Management at Optimum Asset Management. Raphael Coallier brings experience from previous roles at Fiera Capital. Raphael Coallier holds a Bachelor of Commerce in Major in Finance, Minor in Computer Science @ Concordia University. With a robust skill set that includes Capital Markets, Client Relations, Client-focused, Cross-functional Collaborations, High-Net-Worth Individuals (HNWI) and more. Raphael Coallier has 1 emails and 2 mobile phone numbers on RocketReach.
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