D

David Dilworth's
email & phone

Current Position:

Portfolio Manager at CWB Wealth

Experience:

23 years

Location:

Burlington, Ontario, Canada

How to contact David Dilworth

emaild********d@cwbwealth.com
phone+1-***-***-5025
LinkedIn
Instagram
Pinterest

Work Experience

Portfolio Manager at CWB Wealth

Aug 2019 - Current

Portfolio Manager at CWB Wealth

Jan 2019 - Jan 2023

VP & Portfolio Manager at Leon Frazer & Associates

Jan 2019 - May 2024

Portfolio Manager - Specializing in Physician Professionals at Canadian Medical Association (CMA - MD Management)

Jan 2014 - Jun 2016

Private Banking - Portfolio Management at Scotiabank Private Client Group

Jan 2007 - Jan 2014

Financial Planner at RBC

Jan 2002 - Jan 2007

David Dilworth started working in 2002, then the employee has changed 4 companies and 4 jobs. On average, David Dilworth works for one company for 5 years.

Education

Master of Business Administration (M.B.A.) at Dalhousie University

Certification at University of Toronto

Bachelor's Degree at Carleton University

Current Company Information CWB Wealth

Name: CWB Wealth

Speciality: Wealth management, Investment and portfolio management, Financial planning, Business succession planning, Estate planning, Retirement planning, Tax planning, Mutual funds, Risk management, Insurance

Location: Edmonton, Alberta, Canada

Employees: 200-500

Description: We are now National Bank Financial. Follow us there!...

Frequently Asked Questions

What is David Dilworth's minimum period of employment in the companies?

David Dilworth's minimum period of employment in various companies is 2 years 5 months.

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

On average, David Dilworth works for one company for 4 years 9 months

What industries has David Dilworth worked in?

David Dilworth works in the Financial Services. Previously, David Dilworth worked in the Banking.

What positions has David Dilworth held before?

Previously, David Dilworth worked as a Portfolio Manager, and VP & Portfolio Manager, and Portfolio Manager - Specializing in Physician Professionals, and Private Banking - Portfolio Management, and Financial Planner.

How do I contact David Dilworth?

David Dilworth's email address is d********d@cwbwealth.com, phone number is +1-***-***-5025. Sign up to get contact details.

Who are David Dilworth's peers at other companies?

David Dilworth's peers at other companies are Ayush Agarwal and Rafael Munoz Morales and Caroline Williams
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David Dilworth Namesakes

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Project Management | Inventory Management

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