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David Bricker, Cfa is listed as Analyst at CI Investments Inc. at CI Investments Inc., based in Winnipeg, Manitoba, Canada. AeroLeads shows a work email signal at ci.com and a matched LinkedIn profile for David Bricker, Cfa.
David Bricker, Cfa previously worked as Analyst at Ci Investments Inc. and Analyst at Mnp. David Bricker, Cfa holds Bachelor Of Commerce (Honours) Program 2006, 2010; Finance And Management Information Systems from I.H Asper School Of Business, University Of Manitoba.
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With over 10 years of work experience in the financial sector, I am a passionate and skilled analyst who helps clients achieve their wealth planning goals. I have a strong background in data analysis, financial modeling, and investments, and I hold the Chartered Financial Analyst (CFA) credential. I am currently working as an analyst at CI Investments, one of Canada's largest investment management firms, where I apply my expertise to create wealth projections, estate plans, and probability scenarios for a wide variety of clients.In my current role, I work with financial models to assist with wealth planning activities, using financial planning software and Microsoft Excel. I also analyze and create wealth planning reports, based on different financial scenarios, and present them to clients and advisors. I use my analytical skills, attention to detail, and problem-solving abilities to deliver high-quality and accurate results. I enjoy collaborating with my team and other stakeholders, and I am always eager to learn new things and improve my skills.
Listed skills include Financial Analysis, Corporate Finance, Investments, Financial Accounting, and 6 others.
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Winnipeg, Canada Area
- Worked with financial models to assist with wealth planning activities- Analyzed and created wealth projections based financial scenarios- Assisted with the creation of wealth planning reports, estate plans and probabilityscenarios for a wide variety of clients using financial planning software and Microsoft Excel
Assisted customers finding cds/dvds and sold gaming systems and accessories Consistently met productivity and sales goals, while assisting customersDeveloped strong communication skills through dealing effectively and building rapport with customers
Related Courses Include - Financial Accounting, Managerial Accounting, Corporate Finance, Investments, Financial Markets and Institutions.
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David Bricker, Cfa works for CI Investments Inc..
David Bricker, Cfa is listed as Analyst at CI Investments Inc. at CI Investments Inc..
AeroLeads has found 1 work email signal at @ci.com for David Bricker, Cfa at CI Investments Inc..
David Bricker, Cfa is based in Winnipeg, Manitoba, Canada while working with CI Investments Inc..
David Bricker, Cfa has worked for Ci Investments Inc., Mnp, and Futureshop.
You can use AeroLeads to view verified contact signals for David Bricker, Cfa at CI Investments Inc., including work email, phone, and LinkedIn data when available.
David Bricker, Cfa holds Bachelor Of Commerce (Honours) Program 2006, 2010; Finance And Management Information Systems from I.H Asper School Of Business, University Of Manitoba.
David Bricker, Cfa is listed with skills including Financial Analysis, Corporate Finance, Investments, Financial Accounting, Managerial Finance, Sales Management, Management Accounting, and Accounting.
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