Swathy Kumar Email
Manager, Margin Supervision @ Wealthsimple
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Swathy Kumar Location
- Toronto, ON, CA
Swathy Kumar Work
- Manager, Margin Supervision @ (July 2026 - Present)
- Senior Specialist, Margin Supervision @ (October 2025 - July 2026)
- Senior Associate, Margin Supervision @ (October 2024 - December 2025)
- Team Lead, Investment Representatives (Equities and Options) @ (January 2024 - October 2024)
- Registered Investment Agent @ (October 2022 - January 2024)
- Investment Representative @ CIBC Capital Markets (January 2021 - October 2022)
- Customer Experience Associate @ (February 2019 - January 2021)
- Merchandise Administrator for Saks OFF 5th @ (October 2017 - July 2018)
- Intern @ (April 2016 - May 2016)
Swathy Kumar Education
- Lambton College
Financial Planning and Wealth Management (Financial Planning and Services)
2018-2020 - Christ University, Bangalore
Bachelor of Business Administration - BBA (Finance)
2014-2017
Swathy Kumar Skills
- Administration
- Analytical Skills
- Bloomberg
- Capital Markets
- Customer Experience
- Customer Service
- Data Visualization
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Risk Management
- Interpersonal Skills
- Investment Management
- Investment Strategies
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Python (Programming Language)
- R (Programming Language)
- SQL
- Sales
- Teamwork
- Trading
- VBA Excel
Swathy Kumar Summary
- Swathy Kumar, based in Toronto, ON, CA, is currently a Manager, Margin Supervision at Wealthsimple. Swathy Kumar brings experience from previous roles at Wealthsimple. Swathy Kumar holds a 2018 - 2020 Financial Planning and Wealth Management in Financial Planning and Services @ Lambton College. With a robust skill set that includes Administration, Analytical Skills, Bloomberg, Capital Markets, Customer Experience and more. Swathy Kumar has 1 emails on RocketReach.
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