D

Danielle's contacts

Position:Portfolio Manager at Justwealth
Experience:14 years
Location:Greater Toronto Area, Canada

How to contact Danielle

Found email addresses for Danielle:
d***@bmo.com,
d***@heathbridge.com,
d***@aol.com,
d***@outlook.com
Found phone numbers for Danielle:
+1-204-***-**89
Found social network link for Danielle:
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Work Experience

Portfolio Manager at Justwealth

Oct 2023 - Current

Financial Planner at Heathbridge Capital Management Ltd

Mar 2020 - Oct 2023

Financial Planner, Investment & Retirement Planning at BMO

Jun 2019 - Mar 2020

Portfolio Associate, BMO Private Investment Counsel Inc. at BMO Private Wealth

Jun 2016 - Jun 2019

Teachers' Private Capital - Portfolio Management Co-op at Ontario Teachers'​ Pension Plan

Jan 2013 - Jan 2013

Investment Banking/M&A Co-op Analyst - Global Banking and Markets at Scotiabank

Jan 2013 - Jan 2013

Accounting Co-op at thyssenkrupp Materials NA

Jan 2012 - Jan 2012

Danielle started working in 2012, then the employee has changed 6 companies and 6 jobs. On average, Danielle works for one company for 1 year 5 months.

Education

Bachelor of Business Administration (BBA) at Wilfrid Laurier University

Skills

Financial Advisory, Microsoft Word, High Organizational Skills, Teamwork, Time Management, Personal Financial Planning, Oral & Written Communication Skills, Personal Finance, Financial Planning, Analytical Skills

Frequently Asked Questions

What is Danielle's average duration of employment for different companies?

On average, Danielle works for one company for 1 year 3 months

What industries has Danielle worked in?

Danielle works in the Financial Services. Previously, Danielle worked in the Banking, and Consumer Goods.

What positions has Danielle held before?

Previously, Danielle worked as a Financial Planner, and Financial Planner, Investment & Retirement Planning, and Portfolio Associate, BMO Private Investment Counsel Inc., and Teachers' Private Capital - Portfolio Management Co-op, and Investment Banking/M&A Co-op Analyst - Global Banking and Markets.

How do I contact Danielle?

Danielle's email address is **@justwealth.com, phone number is +1-902-***-**67. Sign up to get contact details.

Who is the President of the Justwealth?

The President of the Justwealth is Andrew Kirkland

Who are Danielle's peers at other companies?

Danielle's peers at other companies are Caitlyn West and Elizabeth Witherspoon and Erica Rabedeaux

Danielle Namesakes

Name
Company
Position
D
X33 Craftsman
D
DVx Ventures
Senior Accountant
D
County Nursing
Licensed Practical Nurse

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Other employees at Justwealth

Name
Company
Position
A
Client Success Specialist
D
Business Analyst
R
Head of Justwealth Institutional

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