Tom Stachiw Email & Phone Number
Wealth Advisor, Advising Representative @ Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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Tom Stachiw Location
- Calgary, AB, CA
Tom Stachiw Work
- 2023 -now Wealth Advisor, Advising Representative @
- 2019 -2023 Portfolio Manager @
- 2018 -2019 Client Portfolio Manager @
- 2017 -2018 Investment Advisor @
- 2015 -2017 Associate Investment Advisor @
- 2013 -2015 Associate, Portfolio Analytics @
- 2011 -2011 Finance Student Intern @
Tom Stachiw Education
- University of Wisconsin-Eau Claire
Bachelor of Business Administration (B.B.A.) (Finance)
2010-2014 - Mount Royal College
General Studies
2007-2008 - Edge School 2001-2007
Tom Stachiw Skills
- Marketing
- Investments
- Management
- Time Management
- Research
- Financial Analysis
- Teamwork
- Mutual Funds
- Microsoft Excel
- PowerPoint
- Customer Service
- Strategic Financial Planning
- Leadership
- Microsoft Office
- Analysis
- Financial Planning
- Microsoft PowerPoint
- Portfolio Management
- Finance
- Wealth Management
Tom Stachiw Summary
- Tom Stachiw, based in Calgary, AB, CA, is currently a Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital Ltd. (CC&L). Tom Stachiw brings experience from previous roles at Matco Financial Inc., CWB McLean & Partners Wealth Management Ltd, McLean & Partners Wealth Management Ltd and Richardson GMP. Tom Stachiw holds a 2010 - 2014 Bachelor of Business Administration (B.B.A.) in Finance @ University of Wisconsin-Eau Claire. With a robust skill set that includes Marketing, Investments, Management, Time Management, Research and more. Tom Stachiw has 1 emails and 1 mobile phone numbers on RocketReach.
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