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Adam Krasner, Cfa is listed as Investment Associate at BMO Nesbitt Burns, a company with 2284 employees, based in Greater Montreal Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Adam Krasner, Cfa.
Adam Krasner, Cfa previously worked as Investment Associate at Rbc Dominion Securities and Training Manager at Rbc Direct Investing. Adam Krasner, Cfa holds Bachelor Of Commerce (Bcom), Finance Major, Marketing Minor from Concordia University.
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Focused and goal oriented individual with a strong foundation in financial analysis and investment management, with exceptional skills in customer service, analyzing and managing financial risk, trading, and portfolio management. Possess excellent analytical, organizational, and problem-solving abilities that result in enhanced client retention and positive corporate outcomes. Highly adaptable, an excellent work ethic, very technologically savvy, work well under pressure, and a fast learner who can quickly master new concepts.Strong leadership qualities developed through past project management roles as well as a proven ability to build strong teams both internally and externally at all levels of the organization using effective communication techniques. Able to handle and prioritize multiple tasks simultaneously while meeting challenging deadlines without compromising quality or customer satisfaction
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Montreal, Quebec, Canada
Primary responsibilities include managing the trading and rebalancing of clients' portfolios, carefully composing large scale bulk trade lists, and ensuring all accounts are aligned with their respective investment targets and strategies.This role is crucial in maintaining the integrity of each portfolio, ensuring every transaction is executed with a high.
Montreal, Quebec, Canada
Main role focuses are on the trading and rebalancing of clients' portfolios, composing complex bulk trade lists, and ensuring all accounts are well managed and within their respective investment targets. Play an essential role in ensuring that every transaction is placed with high precision, and purpose.
Montreal, Canada Area
- Prepare and present formal trainings on Trading (equities, ETF’s, mutual funds, fixed income, FX, etc.), Options/Derivatives, US Residents, Tax season, and others. - Clearly explain and communicate complicated industry concepts to classes of representatives and prepare them for everyday work topics/procedures - Answer all inquiries before, during, and.
Montreal, Quebec, Canada
Senior support: - Assist representatives on the phone with complicated calls/situations - Provide on the spot knowledge of various processes/procedures/industry standards to reps in a clear/concise manner- Approve/authorize large trades as well as escalation/estate requestsRoyal Circle Program:- Speaking only with 'Royal Circle' clients (high net worth.
Montreal
Product Development and Testing – BPM Software:- Worked in collaborative team building project. Multi version software testing,bug reporting, new release rollout preparation.- Achieved high results on new software initiative. Miscellaneous projects: clientrequested inter-version data migration, creative end user video tutorials,company website media.
Montreal
Activities and Societies: Dawson Ping Pong Club
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Adam Krasner, Cfa works for BMO Nesbitt Burns.
Adam Krasner, Cfa is listed as Investment Associate at BMO Nesbitt Burns.
Adam Krasner, Cfa is based in Greater Montreal Metropolitan Area, Canada, Canada while working with BMO Nesbitt Burns.
Adam Krasner, Cfa has worked for Bmo Nesbitt Burns, Rbc Dominion Securities, Rbc Direct Investing, Interfacing Technologies, and Sleep Apnea Solutions (S.A.S).
You can use AeroLeads to view verified contact signals for Adam Krasner, Cfa at BMO Nesbitt Burns, including work email, phone, and LinkedIn data when available.
Adam Krasner, Cfa holds Bachelor Of Commerce (Bcom), Finance Major, Marketing Minor from Concordia University.
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