Steve Trakas Email & Phone Number
Vice President and Portfolio Manager @ BMO Nesbitt Burns
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Steve Trakas Location
- Toronto, ON, CA
Steve Trakas Work
- 2014 -now Vice President and Portfolio Manager @
- 2012 -2014 Vice President and Portfolio Manager @ Sprott Private Wealth
- 2007 -2012 Associate Portfolio Manager @
- 2006 -2007 Investment Advisor @ TD Waterhouse Private Investment Advice
- 2001 -2005 Research Analyst @ TE Investment Counsel
Steve Trakas Education
- University of Toronto
Bachelor's degree
1996-1999 - Canadian Securities Institute
Canadian Investment Manager (Portfolio Management)
- Canadian Securities Institute
Steve Trakas Skills
- portfolio
- Investment Strategies
- Alternative Investments
- Options Strategies
- Investment Advisory
- Wealth Management
- Asset Allocation
- Investments
- Retirement Planning
- Equities
- Hedge Funds
- Strategic Financial Planning
- Financial Markets
- Capital Markets
- Estate Planning
- Financial Planners
- Securities
- Investment Management
- Portfolio Management
- Business Development
- Customer Service
- SQL
- Microsoft Office
- Strategy
- Public Speaking
- Microsoft Excel
Steve Trakas Summary
- Steve Trakas, based in Toronto, ON, CA, is currently a Vice President and Portfolio Manager at BMO Nesbitt Burns. Steve Trakas brings experience from previous roles at Sprott Private Wealth, BMO Nesbitt Burns, TD Waterhouse Private Investment Advice and TE Investment Counsel. Steve Trakas holds a 1996 - 1999 Bachelor's degree @ University of Toronto. With a robust skill set that includes portfolio, Investment Strategies, Alternative Investments, Options Strategies, Investment Advisory and more. Steve Trakas has 1 emails and 1 mobile phone numbers on RocketReach.
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