Christopher Yee, Cfa

Christopher Yee, Cfa Email and Phone Number

Educator, Portfolio Analyst and Investment Strategy @ Ventum Financial
Christopher Yee, Cfa's Location
Vancouver, British Columbia, Canada, Canada
Christopher Yee, Cfa's Contact Details

Christopher Yee, Cfa work email

Christopher Yee, Cfa personal email

n/a
About Christopher Yee, Cfa

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Christopher Yee, Cfa's Current Company Details
Ventum Financial

Ventum Financial

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Educator, Portfolio Analyst and Investment Strategy
Christopher Yee, Cfa Work Experience Details
  • Ventum Financial
    Analyst - Portfolio Strategy
    Ventum Financial Feb 2023 - Present
    Vancouver, British Columbia, Canada
    -Assist in the construction and on-going management of eight in-house model portfolios including Canadian and US equity components in addition to equity and fixed income ETFs -Analyze securities by using quantitative, factor-based and fundamental methods-Contribute to creating a broad range of company, market and portfolio strategy reports distributed to internal portfolio managers, investment advisors, clients and prospects-Review discretionary managed accounts in detail to ensure that all client accounts are within IPS mandates-Build and maintain in house proprietary quantitative models
    View
  • Financetraining.Ca
    Instructor And Content Developer
    Financetraining.Ca Jun 2021 - Present
    Vancouver, British Columbia, Canada
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  • Nicola Wealth
    Wealth Planning Associate
    Nicola Wealth Nov 2020 - Sep 2022
    Vancouver, British Columbia, Canada
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  • Connor, Clark & Lunn Private Capital Ltd. (Cc&L)
    Associate
    Connor, Clark & Lunn Private Capital Ltd. (Cc&L) Mar 2019 - Oct 2020
    View
  • Idc Worldsource Insurance Network Inc.
    Investment Administrator
    Idc Worldsource Insurance Network Inc. Nov 2017 - Mar 2019
    Vancouver, Canada Area
    View

Christopher Yee, Cfa Skills

Financial Analysis Customer Service Statistical Data Analysis Microsoft Office Presentation Skills R Microsoft Excel Microsoft Powerpoint Client Service Investments Investment Planning Financial Services Financial Markets Finance Investment Strategies Asset Management Wealth Management Financial Advisory Rstudio Financial Econometrics

Christopher Yee, Cfa Education Details

Frequently Asked Questions about Christopher Yee, Cfa

What company does Christopher Yee, Cfa work for?

Christopher Yee, Cfa works for Ventum Financial

What is Christopher Yee, Cfa's role at the current company?

Christopher Yee, Cfa's current role is Educator, Portfolio Analyst and Investment Strategy.

What is Christopher Yee, Cfa's email address?

Christopher Yee, Cfa's email address is cy****@****oup.com

What schools did Christopher Yee, Cfa attend?

Christopher Yee, Cfa attended Beedie School Of Business At Simon Fraser University, The University Of British Columbia.

What skills is Christopher Yee, Cfa known for?

Christopher Yee, Cfa has skills like Financial Analysis, Customer Service, Statistical Data Analysis, Microsoft Office, Presentation Skills, R, Microsoft Excel, Microsoft Powerpoint, Client Service, Investments, Investment Planning, Financial Services.

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