Robert Wilson Email
Head of Portfolio Construction Consultation Services @ Picton Mahoney Asset Management
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Robert Wilson Location
- Toronto, Ontario, Canada
Robert Wilson Work
- Head of Portfolio Construction Consultation Services @ (March 2021 - Present)
- Vice President, Retail Sales and Portfolio Construction Consultation Services @ (December 2019 - March 2021)
- Vice President, Etf Leader @ (January 2019 - December 2019)
- Investment Management Consultant @ (May 2017 - January 2019)
- Investment Management Associate @ (August 2016 - May 2017)
- Sales Associate @ (June 2013 - July 2016)
- Regional Sales Representative @ (September 2011 - May 2013)
- Inside Sales Representative @ Stone & Co (June 2011 - September 2011)
- Senior Financial Services Representative - Investment @ (February 2011 - June 2011)
- Financial Services Representative Ii @ (February 2010 - February 2011)
- Customer Service Representative @ (June 2009 - February 2010)
Robert Wilson Education
- University of Toronto
Master Of Business Administration
2016-2019 - University of Guelph
Bachelor Of Arts (Economics)
2004-2009 - CFA Institute
- Canadian Securities Institute
Robert Wilson Skills
- Alternative Investments
- Financial Advisory
- Fixed Income
- Sales
- Financial Planning
- Investments
- Relationship Management
- Business Analysis
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Microsoft Office
- Microsoft Word
- Investment Strategies
- Risk Management
- New Business Development
- Asset Management
- Customer Service
- Financial Analysis
- Securities
- Investment Management
- ETFs
Robert Wilson Summary
- Robert Wilson, based in Toronto, Ontario, Canada, is currently a Head of Portfolio Construction Consultation Services at Picton Mahoney Asset Management. Robert Wilson brings experience from previous roles at Picton Mahoney Asset Management and Blackrock. Robert Wilson holds a 2016 - 2019 Master Of Business Administration @ University of Toronto. With a robust skill set that includes Alternative Investments, Financial Advisory, Fixed Income, Sales, Financial Planning and more. Robert Wilson has 2 emails on RocketReach.
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