Tom Plunkett Email
Portfolio Manager @ Raymond James Ltd.
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Tom Plunkett Location
- Calgary, AB, CA
Tom Plunkett Work
- 2016 -now Portfolio Manager @
- 2020 -now Corporate Director at SecuSolutions @
- 1997 -2016 Senior Wealth Advisor @
- 1994 -1996 Financial Analyst @ Petro-Canada
Tom Plunkett Education
- Dalhousie University, MBA
Master of Business Administration (M.B.A.)
1992-1994 - Bucknell University
Bachelor’s Degree (Economics/Geography)
1983-1987
Tom Plunkett Skills
- Tax
- Due Diligence
- Investments
- Risk Management
- Asset Management
- New Business Development
- Negotiation
- Public Speaking
- Accounting
- Finance
- Wealth
- Retirement Planning
- Investment Advisory
- Contract Negotiation
- Wealth Modeling
- Securities
- Mutual Funds
- Creating Client'S Visualization
Tom Plunkett Summary
- Tom Plunkett, based in Calgary, AB, CA, is currently a Portfolio Manager at Raymond James Ltd.. Tom Plunkett brings experience from previous roles at SecuSolutions Ltd., ScotiaMcLeod and Petro-Canada. Tom Plunkett holds a 1992 - 1994 Master of Business Administration (M.B.A.) @ Dalhousie University, MBA. With a robust skill set that includes Tax, Due Diligence, Investments, Risk Management, Asset Management and more. Tom Plunkett has 2 emails on RocketReach.
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