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Adam Engel, Cfa Email & Phone Number
Vice President, Retail and Wealth Distribution - FX, Fixed Income and Precious Metals
at
TD Securities
1 work email found
@td.com
1 phone found area 416
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Retail and Wealth Distribution - FX, Fixed Income and Precious Metals
Location
Greater Toronto Area, Canada, Canada
Who is Adam Engel, Cfa? Overview
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Quick answer
Adam Engel, Cfa is listed as Vice President, Retail and Wealth Distribution - FX, Fixed Income and Precious Metals at TD Securities, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at td.com, phone signal with area code 416, and a matched LinkedIn profile for Adam Engel, Cfa.
Adam Engel, Cfa previously worked as Vice President, Retail & Wealth Distribution - FX, Fixed Income and Precious Metals at Td Securities and Associate, Retail & Wealth Distribution - FX, Fixed Income and Precious Metals at Td Securities. Adam Engel, Cfa holds Bachelor Of Management And Organizational Studies, Finance And Administration from Western University.
Company email context
Email format at TD Securities
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*@td.com
68% confidence
AeroLeads found 1 current-domain work email signal for Adam Engel, Cfa. Compare company email patterns before reaching out.
Profile bio
About Adam Engel, Cfa
A CFA charter holder who has a positive attitude, top performance ratings, and more than nine years of experience in the financial services industry. Possesses a strong understanding of a wide breadth of investment products and the ability to meet deadlines in a fast-paced business environment. Consistently a leader in identifying solutions to improve current processes, while delivering the best possible client and partner experience.
Listed skills include Teamwork, Microsoft Excel, Time Management, Customer Service, and 2 others.
Current workplace
Adam Engel, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Adam Engel, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Retail & Wealth Distribution - Fx, Fixed Income And Precious Metals
Current
Jan 2024 - Present
Associate, Retail & Wealth Distribution - Fx, Fixed Income And Precious Metals
Sep 2021 - Jan 2024
Portfolio Implementation Associate
Td Asset Management
Provided overlay services to the TD Wealth Private Investment Council (PIC) program. As an analyst in this role, it is imperative to ensure that the clients’ portfolios are in line with their intended target weights set forth by their investment policy statements (IPS). Upon transitioning into the associate role, I was responsible for overseeing, advising.
Mar 2020 - Sep 2021
Portfolio Implementation Analyst
Td Asset Management
Sep 2018 - Mar 2020
Financial Planning Associate
Td Wealth Management
Assisted in managing over $500 Million in assets under management for Senior Financial Planners by developing strong relationships with clients and providing exceptional sales support to the FPs.
Sep 2016 - Sep 2018
Customer Service Representative
Mar 2015 - Aug 2016
Junior Sales Coordinator
Sep 2014 - Feb 2015
2 education records
Adam Engel, Cfa education
Bachelor Of Management And Organizational Studies, Finance And Administration
Education record
Csi - Canadian Securities Institute
FAQ
Frequently asked questions about Adam Engel, Cfa
Quick answers generated from the profile data available on this page.
What company does Adam Engel, Cfa work for?
Adam Engel, Cfa works for TD Securities.
What is Adam Engel, Cfa's role at TD Securities?
Adam Engel, Cfa is listed as Vice President, Retail and Wealth Distribution - FX, Fixed Income and Precious Metals at TD Securities.
What is Adam Engel, Cfa's email address?
AeroLeads has found 1 work email signal at @td.com for Adam Engel, Cfa at TD Securities.
What is Adam Engel, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 416 for Adam Engel, Cfa at TD Securities.
Where is Adam Engel, Cfa based?
Adam Engel, Cfa is based in Greater Toronto Area, Canada, Canada while working with TD Securities.
What companies has Adam Engel, Cfa worked for?
Adam Engel, Cfa has worked for Td Securities, Td Asset Management, Td Wealth Management, Td, and Nexgen Financial.
How can I contact Adam Engel, Cfa?
You can use AeroLeads to view verified contact signals for Adam Engel, Cfa at TD Securities, including work email, phone, and LinkedIn data when available.
What schools did Adam Engel, Cfa attend?
Adam Engel, Cfa holds Bachelor Of Management And Organizational Studies, Finance And Administration from Western University.
What skills is Adam Engel, Cfa known for?
Adam Engel, Cfa is listed with skills including Teamwork, Microsoft Excel, Time Management, Customer Service, Marketing Strategy, and Sales.
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