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Fabio Danisi Email & Phone Number
Co-President of the Young Professionals in M and A (YPMA)
at
M&A Club Canada
2 work emails found
@roynat.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-President of the Young Professionals in M and A (YPMA)
Location
Montreal, Quebec, Canada
Company size
Who is Fabio Danisi? Overview
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Quick answer
Fabio Danisi is listed as Co-President of the Young Professionals in M and A (YPMA) at M&A Club Canada, a with 21 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at roynat.com and a matched LinkedIn profile for Fabio Danisi.
Fabio Danisi previously worked as Associate Investment Advisor - Danisi Financial Group at Cibc Wood Gundy and Co-President of the Young Professionals in M&A (YPMA) at M&A Club Canada. Fabio Danisi holds Bachelor Of Commerce (B.Com.), Finance, General from Concordia University.
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Email format at M&A Club Canada
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{last}{first_initial}@roynat.com
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Profile bio
About Fabio Danisi
As an Associate Investment Advisor at Danisi Financial Group, I blend almost a decade of financial industry experience with a deep interest in behavioral finance and financial coaching. My expertise extends from specialized lending and merchant banking to developing wealth management strategies that not only unlock wealth and tax-efficient investment returns but also align with our clients' psychological relationship with money and their goals. As I prepare to lead our practice into its next chapter, my focus is on optimizing operations, enhancing client experiences, and ensuring our strategies align with our clients' evolving needs. En tant que Conseiller en placement associé chez Groupe Financier Danisi, je combine près d’une décennie d'expérience dans l'industrie financière avec un intérêt profond pour la finance comportementale et le coaching financier. Mon expertise s'étend du financement commercial spécialisé et de la banque d'affaires au développement de stratégies de gestion de patrimoine qui débloquent non seulement la richesse et les rendements d'investissement fiscalement optimisés, mais s'alignent également sur la relation psychologique de nos clients avec l'argent et leurs objectifs. Alors que je me prépare à mener notre pratique vers son prochain chapitre, mon objectif est d'optimiser les opérations, d'améliorer les expériences des clients et de garantir que nos stratégies correspondent aux besoins évolutifs de nos clients.
Listed skills include Microsoft Office, Customer Service, Microsoft Word, Sales, and 24 others.
Current workplace
Fabio Danisi's current company
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M&A Club Canada
8 roles
Fabio Danisi work experience
A career timeline built from the work history available for this profile.
Associate Investment Advisor - Danisi Financial Group
• Establish initiatives to optimize operations and enhance client service within the advisory practice.• Engage in investment portfolio monitoring, quantitative analysis, and strategy development for tax efficiency and performance optimization.• Contribute to business development and client relationship management, ensuring tailored and efficient solutions for our clients.
Co-President Of The Young Professionals In M&A (Ypma)
• Spearheaded the creation of an organizational committee for the YPMA, a division of the M&A Club Canada that brings together young professionals interested in the corporate finance sector.• Hosted three successful networking events +100 attendees from firms in the M&A advisory, private equity, commercial banking and accounting industries.
Senior Associate
• Conducted financial analyses to underwrite $10M in financing transactions, resulting in a 100% success rate for funding of large ticket term debt, high yield sub-debt financing.• Developed and executed referral source outreach strategy targeting key businesses in the assigned market area.
Nov 2022 - May 2023
Associate
• Managed a portfolio of 14 commercial banking clients, maintaining a +90% retention rate by providing exceptional service and developing strong relationships.• Developed and trained junior analysts by implementing a tiered training structure focused on periodically developing different skillsets.• Identified client company stakeholders and introduced them to Scotiabank's wealth management department, resulting in an accurate and detailed database of client activities and improved cross-selling opportunities.
Aug 2019 - Oct 2022
Analyst
• Conducted thorough credit analyses of +$125M in commercial transactions, resulting in a 95% approval rate and maintaining a steady stream of revenue for the bank.• Conducted thorough financial statement reviews (profitability, liquidity and strength of cash flows) of assigned accounts, ensuring strict adherence to credit authorizations and mitigating potential risks.• Coordinated with inter-departmental teams to ensure timely execution of client reviews and account administration, resulting in a reduction in turnaround time.
Jun 2017 - Jul 2019
Business Analyst Intern
• Actively participated in the due diligence and underwriting of mid-market debt financing deals • Assisted investment staff in the analysis of financial information presented by prospects and clients• Pro-actively identified, researched and recommended prospects to investment staff to develop business • Analyzed credit applications of existing clients and assisted in the preparation of comprehensive credit applications on prospective deals
Jan 2016 - Dec 2016
Retail Service Representative
• Gained extensive knowledge of retail banking business processes • Developed business development skills • Engaged in customer service and support
May 2015 - Aug 2015
1 education record
Fabio Danisi education
FAQ
Frequently asked questions about Fabio Danisi
Quick answers generated from the profile data available on this page.
What company does Fabio Danisi work for?
Fabio Danisi works for M&A Club Canada.
What is Fabio Danisi's role at M&A Club Canada?
Fabio Danisi is listed as Co-President of the Young Professionals in M and A (YPMA) at M&A Club Canada.
What is Fabio Danisi's email address?
AeroLeads has found 2 work email signals at @roynat.com for Fabio Danisi at M&A Club Canada.
Where is Fabio Danisi based?
Fabio Danisi is based in Montreal, Quebec, Canada while working with M&A Club Canada.
What companies has Fabio Danisi worked for?
Fabio Danisi has worked for M&A Club Canada, Cibc Wood Gundy, Roynat Capital, and Rbc.
How can I contact Fabio Danisi?
You can use AeroLeads to view verified contact signals for Fabio Danisi at M&A Club Canada, including work email, phone, and LinkedIn data when available.
What schools did Fabio Danisi attend?
Fabio Danisi holds Bachelor Of Commerce (B.Com.), Finance, General from Concordia University.
What skills is Fabio Danisi known for?
Fabio Danisi is listed with skills including Microsoft Office, Customer Service, Microsoft Word, Sales, Microsoft Excel, Team Leadership, Teamwork, and Communication.
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