Silvija Pukitis Email & Phone Number
Senior Investment and Retirement Specialist, Portfolio Manager @ Wealthsimple
Silvija Pukitis's Location
Canada
Silvija Pukitis's Work
- Senior Investment and Retirement Specialist, Portfolio Manager @ Wealthsimple
- Senior Investment Analyst, Value Equity Team @ Manulife Investment Management
- Financial Analyst, Portfolio Solutions Group @ John Hancock Financial Services
- Business Process Analyst, Strategic Business Development @ CI Assante Wealth Management
- Marketing Assistant, Private Company Services Group @ Deloitte
- Summer Intern, Private Company Services Department @ Stericycle
- Investment Analyst, Canadian Private Placements @ Manulife
- Investment Analyst, Candian Public Credit @ Manulife
- Financial Coach @ KOHO
- Co-Founder @ Wild One Wealth
Silvija Pukitis's Education
- FP Canada
CFP Professional Education Program (Financial Planning and Services)
2020 - 2020 - FP Canada
Qualified Associate Financial Planner
2018 - 2019 - McGill University
Bachelor of Commerce (Minor in Economics, Concentration in Finance)
2008 - 2012
- Amsterdam University of Applied Sciences
Bachelor of Commerce (Economics, Finance, Marketing)
2010 - 2011 - HES Amsterdam School of Business
program for Bachelor of Commerce
- CFA Institute
CFA Charterholder
Silvija Pukitis's Skills
- Social Media
- Sales
- Strategic Planning
- Investments
- Financial Modeling
- CRM
- Financial Analysis
- Public Speaking
- Finance
- Marketing
Silvija Pukitis's Summary
Silvija Pukitis, based in Canada, is currently a Senior Investment and Retirement Specialist, Portfolio Manager at Wealthsimple, bringing experience from previous roles at Manulife Asset Management, John Hancock Financial Services, Assante Wealth Management and Deloitte Canada. Silvija Pukitis holds a 2020 - 2020 CFP Professional Education Program in Financial Planning and Services @ FP Canada. With a robust skill set that includes Social Media, Sales, Strategic Planning, Investments, Financial Modeling and more, Silvija Pukitis contributes valuable insights to the industry. Silvija Pukitis has 3 emails on RocketReach.
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