Denis Beaulieu

Denis Beaulieu Email and Phone Number

Strategic advice and Business- IT project management in Finance | Portfolio & Wealth management | Capital market | Compliance | Risk @ Levio
canada
Denis Beaulieu's Location
Québec, Quebec, Canada, Canada
Denis Beaulieu's Contact Details

Denis Beaulieu work email

Denis Beaulieu personal email

n/a

Denis Beaulieu phone numbers

About Denis Beaulieu

Manager recognized for my entrepreneurial spirit and with more than 25 years of experience in finance, strategic planning, compliance, risk and IT project management. I am endowed with a mobilizing leadership, excellent communicator and team worker, possessing a creative and strategic thinking while being oriented towards the achievement of results. Finance | Portfolio management | Management | Strategic planning | Business project management | IT business project management | IT | BI | Compliance | Business development

Denis Beaulieu's Current Company Details
Levio

Levio

View
Strategic advice and Business- IT project management in Finance | Portfolio & Wealth management | Capital market | Compliance | Risk
canada
Website:
levio.ca
Employees:
660
Denis Beaulieu Work Experience Details
  • Levio
    Consulting Partner
    Levio Jan 2021 - Present
    Quebec City, Canada
    View
  • Levio
    Beneva - Strategic Advisor - Eagle Accounting Solution Integration Project
    Levio Aug 2022 - Oct 2023
    Quebec City, Canada
    View
  • Levio
    Levio - Project Manager - Unit 4 Project
    Levio Feb 2022 - Jul 2022
    Quebec City, Canada
    View
  • Phase Consulting
    President
    Phase Consulting Sep 2019 - Present
    Quebec City, Canada
  • Phase Consulting
    Investissement Québec - Project Director And Strategic Advisor
    Phase Consulting Sep 2019 - Dec 2020
    Quebec City, Canada
  • Levio
    Desjardins - Program Manager - Evolution Of The Specialized Wealth Management Offering
    Levio Jan 2021 - Nov 2021
    Quebec City, Canada
    View
  • Ia Financial Group
    Director
    Ia Financial Group Jan 2016 - Sep 2019
    Quebec City,Canada
    Responsible for business development for residential loans in Canada, including the development of new products, partnerships and acquisitions.Responsible for the information systems team, whose role is to support the smooth operation of the systems and to develop technology in support of the strategic business vision.
    View
  • Industrielle Alliance Gestion De Placements/Industrial Alliance Wealth Management
    Chief Compliance Officer And Systems Director
    Industrielle Alliance Gestion De Placements/Industrial Alliance Wealth Management 2009 - Dec 2015
    Quebec City, Canada
    Under the direction of the Executive Vice President, responsible for the compliance of the investment sector. More specifically, ensures that the company and its employees comply with applicable laws while maintaining ethical behavior. Responsible for the information systems team, whose role is to support the smooth operation of the systems and to develop technology in support of the strategic business vision.
  • Industrielle Alliance Gestion De Placements/Industrial Alliance Wealth Management
    Project Director
    Industrielle Alliance Gestion De Placements/Industrial Alliance Wealth Management 2011 - Jun 2014
    Quebec City, Canada
    In charge of the PRP project, a $20 million overhaul of the investment sector's IT systems, with the implementation of 4 new software packages (Bloomberg OMS, Eagle Accounting, Eagle Performance and a Microstrategy BI reporting environment).
  • Ia Financial Group
    Director, Business Development
    Ia Financial Group 2006 - 2009
    Quebec City, Canada
    Reporting to the Senior Vice-President, responsible for business development and customer service for institutional accounts (pension funds, foundations, religious communities, etc.).
    View
  • Blc- Rothschild Asset Management / Blc- Rothschild Gestion D'Actifs
    Institutionnal Business Development
    Blc- Rothschild Asset Management / Blc- Rothschild Gestion D'Actifs 2001 - 2005
    Quebec City, Canada
    In collaboration with the Vice-President, manages the fixed-income portfolios of all institutional clients in order to maximize returns while respecting clients' risk tolerance and investment policies. In addition, ensures client service by preparing quarterly management reports and presentations to various client committees.
  • Blc- Rothschild Asset Management
    Fixed Income Portfolio Manager
    Blc- Rothschild Asset Management 2001 - 2004
    Quebec City, Canada
    Fixed income portfolio managers for all institutional clients in order to maximize returns while respecting clients' risk tolerance and investment policies. Also ensures customer service. Preparation of quarterly management reports and presentations to various client committees.
  • Blc- Rothschild Asset Management
    Fixed Income Analyst And Trader
    Blc- Rothschild Asset Management 1998 - 2001
    Quebec City, Canada
  • Caisse De Dépôt Et Placement Du Québec (Cdpq)
    Financial Analyst
    Caisse De Dépôt Et Placement Du Québec (Cdpq) 1996 - 1998
    Montreal, Canada
    View

Denis Beaulieu Skills

Portfolio Management Asset Management Compliance Investments Risk Management Investments Systems Gestion De Portefeuille Gestion D'actifs Investissements Gestion Des Risques

Denis Beaulieu Education Details

Frequently Asked Questions about Denis Beaulieu

What company does Denis Beaulieu work for?

Denis Beaulieu works for Levio

What is Denis Beaulieu's role at the current company?

Denis Beaulieu's current role is Strategic advice and Business- IT project management in Finance | Portfolio & Wealth management | Capital market | Compliance | Risk.

What is Denis Beaulieu's email address?

Denis Beaulieu's email address is be****@****tron.ca

What is Denis Beaulieu's direct phone number?

Denis Beaulieu's direct phone number is (253) 983*****

What schools did Denis Beaulieu attend?

Denis Beaulieu attended Université Laval, Canadian Securities Institute, Hec Montréal, Université Laval, Canadian Securities Institute.

What skills is Denis Beaulieu known for?

Denis Beaulieu has skills like Portfolio Management, Asset Management, Compliance, Investments, Risk Management, Investments Systems, Gestion De Portefeuille, Gestion D'actifs, Investissements, Gestion Des Risques.

Who are Denis Beaulieu's colleagues?

Denis Beaulieu's colleagues are Sophie Chapdelaine-Trépanier, Abdelmoati Tatari, Cardestin Parmera, Marie Nothomb, Yassine Bacha, Shankar Ramkrishnan, Dhruv Gusain.

Not the Denis Beaulieu you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.