Please complete the CAPTCHA to continue
@cibc.ca
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Gary Dagger is listed as Highly Experienced in the Investment Industry, Serving Private and High Net Worth Clients as a Leading Advocate for Excellence, Delivering Solutions and Analytical Results based in Canada, Canada, Canada. AeroLeads shows a work email signal at cibc.ca and a matched LinkedIn profile for Gary Dagger.
Gary Dagger previously worked as TRADING AND ONBOARDING SPECIALIST at K. J. Harrison & Partners Inc. and RESEARCH ANALYST at Nxtanalytic. Gary Dagger holds Canadian Securities Course (Csc), Finance, Successfully Completed from Canadian Securities Institute.
This section adds company-level context without repeating Gary Dagger's masked contact details.
AeroLeads found 1 current-domain work email signal for Gary Dagger. Compare company email patterns before reaching out.
The three biggest strengths that I possess (and strongly believe in as core skills) are as follows:1) Accuracy: I have proven myself over many years to be a reliable worker (as evidenced by my consistently high quality performance reviews) and so I have always been someone to whom advice, guidance and support is both sought and given; for example, my being promoted to department supervisor so soon into my first full-time and permanent role is a testament to my superb team player and leadership attributes2) Problem-solving: Across every role there has always been a critical need to identify problems and seek solutions as fully, correctly and as quickly as possible; for example, when balancing and reconciling client accounts where exposure to risk can (and does) increase over time, requiring an extremely diligent attitude and understanding towards adhering strongly to every complex audit, compliance and regulatory risk requirement3) Analysis: Last, but by no means least, I have an inherently analytical mindset, as reflected in the three consecutive roles I had as a designated Analyst. Whether it is utilizing a wide variety of technology and analytics tools to analyze financial related data information (e.g. Microsoft Office applications, especially MS Excel) or applying other specialized techniques towards achieving results-oriented outcomes, I have succeeded because I AM an analyst.ABOVE ALL, I am an asset worth taking a chance on, so all I ask is that you allow me to prove that to you ...
Listed skills include Analytical Skills, Close Attention To Detail, Wholesale Banking, Accountability, and 46 others.
A career timeline built from the work history available for this profile.
· [As a Trading Specialist] Responsible for placing listed and OTC trades (e.g. Equities, fixed income, mutual funds, derivatives (such as swaps, options, forwards and futures) via exchanges / SROs (such as TSX and NYSE) as per my extensive understanding of trading processes (as honed from experience), within a compliance and regulatory structure /.
Remote
· Reviewed important Covid-19 impacted finance data via a bottom-up, risk/reward approach to identify undervalued securities that were forecasted to rise over time, with a striving ambition to be at the forefront of “investment science” and create sustainable wealth goals for prospective clients· Created high quality and meaningful content by utilizing my.
4 King Street West, Suite 500, Toronto, ON. Canada M5H 1B6
· Provided client and technical support to business partners (e.g. Banks, broker-dealers, mutual funds and corporate issuers), demonstrating intent of understanding via a client first approach· Identified and resolved multiple issues in a timely manner across the Dataphile platform (i.e. Delivered technology based solutions to address complex business.
150 King Street West, Suite 500, Toronto, ON. Canada M5H 1J9
· Conducted capital markets research (e.g. Via Bloomberg) to confirm all relevant investment information (e.g. Income generated from equities), as captured in the systems, was accurate· Analyzed large data sets (e.g. Ran SQL in Microsoft Excel, as well as using the tool for database management and data mapping) and ensured data integrity, quality and.
22 Front Street, 11th Floor, Toronto, ON. Canada M5J 2W5
· Worked closely with Portfolio Managers and Private Client Associates, in all aspects of onboarding new clients and opening new client accounts, via the firm’s CRM and PM systems· Accountable for preparing and maintaining all client account documentation and files as well as setting up client data within the CRM system, due to being highly reliable and.
22 Front Street, 11th Floor, Toronto, ON. Canada M5J 2W5
· Dedicated to delivering exclusive and discretionary investment management support and advice to private clients, high net worth individuals and families across Canada, within a multi-faceted position· Seamlessly executed trades across investment accounts (e.g. Registered, unregistered), as per my thorough knowledge of the private client business.
· Attained strong understanding and knowledge of all financial services and products, including learning about the regulatory industry.
· Had a world-renowned and highly respected scientific journal paper publish my final year data and technology driven dissertation.
· Wrote a detailed and well-researched business plan that successfully identified an under-valued yet highly lucrative business vertical.
Quick answers generated from the profile data available on this page.
Gary Dagger is listed as Highly Experienced in the Investment Industry, Serving Private and High Net Worth Clients as a Leading Advocate for Excellence, Delivering Solutions and Analytical Results.
AeroLeads has found 1 work email signal at @cibc.ca for Gary Dagger.
Gary Dagger is based in Canada, Canada, Canada.
Gary Dagger has worked for K. J. Harrison & Partners Inc., Nxtanalytic, Broadridge, Scotiabank, and Cibc.
You can use AeroLeads to view verified contact signals for Gary Dagger, including work email, phone, and LinkedIn data when available.
Gary Dagger holds Canadian Securities Course (Csc), Finance, Successfully Completed from Canadian Securities Institute.
Gary Dagger is listed with skills including Analytical Skills, Close Attention To Detail, Wholesale Banking, Accountability, Adaptability, Problem Solving, Timely Decision Making, and Teamwork.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Gary Dagger you were looking for.
