Robert McKenzie Email & Phone Number
Portfolio Manager @ 3Macs, a division of Raymond James
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Robert McKenzie Location
- Montreal, QC, CA
Robert McKenzie Work
- 1994 -now Portfolio Manager @
- 1992 -1994 Vice President @
- 1990 -1992 Assistant Manager, Private Banking @ The Bank of Bermuda
- 1987 -1990 Investment Advisor @
Robert McKenzie Education
- The Institute of Chartered Financial Analysts
CFA
1992-1994 - Concordia University
Bachelor of Commerce (B.Com.) (Accountancy)
1975-1978
Robert McKenzie Skills
- Investment Management
- Investment Strategies
- Strategic Planning
- Banking
- Asset Management
- Equity Research
- Fixed Income
- Trading
- Wealth Management
- Valuation
- Investment Advisory
- Equities
- Financial Analysis
- Sales
- Investments
- Bloomberg
- Mutual Funds
- Financial Modeling
- Customer Service
- Credit
- Asset Allocation
- Portfolio Management
Robert McKenzie Summary
- Robert McKenzie, based in Montreal, QC, CA, is currently a Portfolio Manager at 3Macs, a division of Raymond James. Robert McKenzie brings experience from previous roles at CIBC Wood Gundy and The Bank of Bermuda. Robert McKenzie holds a 1992 - 1994 CFA @ The Institute of Chartered Financial Analysts. With a robust skill set that includes Investment Management, Investment Strategies, Strategic Planning, Banking, Asset Management and more. Robert McKenzie has 1 emails on RocketReach.
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