Sheldon Gray Email
Investment Advisor at Optimize Wealth Management @ Optimize Financial Group
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Sheldon Gray Location
- Regina, SK, CA
Sheldon Gray Work
- Investment Advisor at Optimize Wealth Management @ (April 2025 - Present)
- Business Consultant @ (June 2022 - November 2022)
- Portfolio Manager, Director, Wealth Management @ (August 1997 - May 2018)
- Regional Manager, Agriculture Division @ (July 1994 - August 1997)
- Assistant Manager and Account Manager @ (January 1991 - July 1994)
- Credit Advisor @ (September 1987 - June 1990)
- Loans Officer @ Alberta Agricutural Development Corp (April 1985 - September 1987)
- Assistant Elevator Manager @ (May 1983 - April 1985)
Sheldon Gray Education
- University of Manitoba
Agriculture (Was on the Faculty of )
1979-1983 - Major Pratt Collegiate
High School
1977-1979
Sheldon Gray Skills
- Portfolio Management
- Wealth Management
- Investments
- Finance
- Insurance
- Financial Advisory
- Wealth
- Financial Services
- Financial Analysis
- Risk Management
- Private banking
- Retirement Planning
- Public Speaking
- Community Involvement
- Real estate investor
- Phoenix Real Estate
- Leadership
- Credit
- Alternative Investments
- Asset Allocation
- Financial Planning
Sheldon Gray Summary
- Sheldon Gray, based in Regina, SK, CA, is currently a Investment Advisor at Optimize Wealth Management at Optimize Financial Group. Sheldon Gray brings experience from previous roles at Wellington-Altus, ScotiaMcLeod and CIBC. Sheldon Gray holds a 1979 - 1983 Agriculture in Was on the Faculty of @ University of Manitoba. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Finance, Insurance and more. Sheldon Gray has 1 emails on RocketReach.
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