Brendon W. Ward

Brendon W. Ward Email and Phone Number

Investment Associate at RBC Wealth Management @ RBC Wealth Management
Brendon W. Ward's Location
Chicago, Illinois, United States, United States
Brendon W. Ward's Contact Details

Brendon W. Ward work email

Brendon W. Ward personal email

About Brendon W. Ward

Brendon W. Ward currently holds a Bachelors degree in Finance from the University of Wisconsin - Milwaukee. His degree and current work is structured around capital markets and wealth management Brendon is currently growing his knowledge of the wealth management business and is interested in building skills in relation to capital markets, portfolio management and investment research. Mr. Ward is continually looking for opportunities to enhance his investment industry knowledge and corporate expertise. He is always available at his email: Wardbrendon47@gmail.com

Brendon W. Ward's Current Company Details
RBC Wealth Management

Rbc Wealth Management

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Investment Associate at RBC Wealth Management
Brendon W. Ward Work Experience Details
  • Rbc Wealth Management
    Investment Associate
    Rbc Wealth Management Oct 2019 - Present
    Toronto, Ontario, Ca
    View
  • N/A
    Retail Derivatives Trader
    N/A Dec 2013 - Oct 2019
    -Actively manage equity and equity derivative portfolio.-Analyze and reallocate equity and equity derivative positions daily.-Conduct individual investment research. -Run weekly/monthly performance attribution and metrics.-Actively pursue and interpret financial news/data to make informed investment decisions.-Aide in the creation and continuous progression of advanced Excel trading journal.
  • Td Ameritrade
    Retail Trading Representative
    Td Ameritrade Apr 2019 - Aug 2019
    Omaha, Ne, Us
    View
  • Northwestern Mutual
    Investment Associate
    Northwestern Mutual Sep 2018 - Apr 2019
    Milwaukee, Wi, Us
    -Accurately analyze and transfer data from multiple inputs into a single source.-Identify, experiment and implement solutions to improve efficiency.-Analyze and interpret investor statements to accurately create comprehensive financial plans. -Assist in the process of opening clients' investment accounts.-Prepare investment paperwork for clients and aid colleagues/advisors with preparation of asset transfers.-Use Morningstar to prepare proposals, portfolio comparisons, and mutual fund solutions for clients/advisors.
    View

Brendon W. Ward Skills

Sales Leadership Microsoft Word Customer Service Time Management Technical Analysis Value Investing Portfolio Management Financial Analysis Investment Strategies Factset Finance Customer Satisfaction Trading Microsoft Office Options Risk Management Call Option Strategies Put Option Strategies Volatility Analysis Data Analysis Electronic Trading Thinkorswim Trading Platform Statistics Probability Detail Oriented Python Programming Collaborative Problem Solving Transactional Banking Adaptive Learning Commercial Banking Regulations Morningstar

Brendon W. Ward Education Details

  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    Investment Finance
  • East Depere High School
    East Depere High School
    Graduated

Frequently Asked Questions about Brendon W. Ward

What company does Brendon W. Ward work for?

Brendon W. Ward works for Rbc Wealth Management

What is Brendon W. Ward's role at the current company?

Brendon W. Ward's current role is Investment Associate at RBC Wealth Management.

What is Brendon W. Ward's email address?

Brendon W. Ward's email address is wa****@****ail.com

What schools did Brendon W. Ward attend?

Brendon W. Ward attended University Of Wisconsin-Milwaukee, East Depere High School.

What skills is Brendon W. Ward known for?

Brendon W. Ward has skills like Sales, Leadership, Microsoft Word, Customer Service, Time Management, Technical Analysis, Value Investing, Portfolio Management, Financial Analysis, Investment Strategies, Factset, Finance.

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