Tracy Zhao Email & Phone Number
Vice President, Investment Counsellor @ Guardian Partners Inc.
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Tracy Zhao Location
- Toronto, ON, CA
Tracy Zhao Work
- Vice President, Investment Counsellor @ (January 2025 - Present)
- Portfolio Manager @ (January 2021 - January 2024)
- Investment Analyst @ (January 2020 - January 2021)
- Investment Analyst @ (January 2018 - January 2020)
- Director, High Yield and Distressed Sales @ GMP Securities, LLC (January 2011 - January 2018)
- Associate, Metals and Mining, Investment Banking @ GMP Securities L.P. (January 2008 - January 2011)
- Analyst, Power and Utilities, Investment Banking @ CIBC World Markets (January 2007 - January 2008)
- Summer Analyst, Power and Utilities, Investment Banking @ CIBC World Markets (May 2007 - August 2007)
Tracy Zhao Education
- McGill University
Tracy Zhao Skills
- Microsoft Excel
- Market Research
- Loans
- Communication
- Financial Statement Analysis
- Chartered Financial Analyst
- Bloomberg
- Trading Strategies
- Capital Markets
- Credit Analysis
- High Yield Bonds
- Equities
- Financial Modeling
- Valuation
- Hedge Funds
- Fixed Income
- Bonds
- Portfolio Management
- Finance
- Private Equity
- Investment Banking
- Business Development
- Investment Management
- Leveraged Lending
- Leveraged Finance
- Derivatives
- Securities
- Sales
- GMP
- Marketing
- Project Management
- Leadership
- Financial Analysis
- Project Planning
- Research
Tracy Zhao Summary
- Tracy Zhao, based in Toronto, ON, CA, is currently a Vice President, Investment Counsellor at Guardian Partners. Tracy Zhao brings experience from previous roles at Wellington Square Advisors, iA Clarington Investments and GMP Securities, LLC. Tracy Zhao holds a @ McGill University . With a robust skill set that includes Microsoft Excel, Market Research, Loans, Communication, Financial Statement Analysis and more. Tracy Zhao has 1 emails and 3 mobile phone numbers on RocketReach.
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