Duncan Warren

Duncan Warren Email and Phone Number

Investment Services Professional @ CIBC Mellon
toronto, ontario, canada
Duncan Warren's Location
Mississauga, Ontario, Canada, Canada
Duncan Warren's Contact Details

Duncan Warren personal email

n/a
About Duncan Warren

• Investment services professional with broad industry knowledge acquired over 25 years in the financial sector..• Robust comprehension of a wide variety of investment strategies employed by both traditional and alternative Investment Managers.• In-depth operational understanding of the financial services industry, including accounting, tax, investor servicing, compliance and regulatory matters.• Focused on helping educate clients about their financial planning & investment needs with advice that is:RealisticActionableTransparent &Efficient• Experienced in asset allocation and portfolio construction with the goal of minimizing costs and maximizing tax efficiency.

Duncan Warren's Current Company Details
CIBC Mellon

Cibc Mellon

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Investment Services Professional
toronto, ontario, canada
Website:
cibcmellon.com
Employees:
1442
Duncan Warren Work Experience Details
  • Cibc Mellon
    Director, Client On-Boarding
    Cibc Mellon Sep 2015 - Present
    Toronto
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  • Caceis
    Relationship Manager/ Client Integration Manager
    Caceis May 2005 - Nov 2014
    View
  • Cibc Asset Management
    Manager
    Cibc Asset Management Sep 2000 - Feb 2005
    Toronto, Canada Area
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  • Olympia Capital (Bermuda) Ltd
    Account Supervisor
    Olympia Capital (Bermuda) Ltd Mar 1997 - Jun 2000
  • Coopers & Lybrand
    Auditor
    Coopers & Lybrand Sep 1992 - Feb 1997
    Toronto, Canada Area & Bermuda
    View

Duncan Warren Skills

Hedge Funds Alternative Investments Due Diligence Asset Allocation Financial Analysis Valuation Fund Of Funds Mutual Funds Business Relationship Management New Business Development Investment Management Financial Services Investments Asset Management Financial Markets Financial Reporting Private Equity Equities Regulatory Compliance Investor Relations Project Management Bloomberg Employee Training Financial Planning Personal Financial Planning Portfolio Management Etfs Fund Administration Capital Markets Client Relations Pension Funds Team Leadership

Duncan Warren Education Details

Frequently Asked Questions about Duncan Warren

What company does Duncan Warren work for?

Duncan Warren works for Cibc Mellon

What is Duncan Warren's role at the current company?

Duncan Warren's current role is Investment Services Professional.

What is Duncan Warren's email address?

Duncan Warren's email address is du****@****eis.com

What schools did Duncan Warren attend?

Duncan Warren attended Cfa Institute, Cica, University Of Toronto, Lpss.

What are some of Duncan Warren's interests?

Duncan Warren has interest in Social Services.

What skills is Duncan Warren known for?

Duncan Warren has skills like Hedge Funds, Alternative Investments, Due Diligence, Asset Allocation, Financial Analysis, Valuation, Fund Of Funds, Mutual Funds, Business Relationship Management, New Business Development, Investment Management, Financial Services.

Who are Duncan Warren's colleagues?

Duncan Warren's colleagues are Nicholas Daniel-Abdool, Kiratjot K., Shivanie Latchana, Lawrence Lac, Johnen Dungo, Derrick Chen, Frankie L..

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