Jacob Waldner, Cfa work email
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Jacob Waldner, Cfa personal email
Jacob Waldner, Cfa phone numbers
Jacob is a results-oriented finance professional who holds a CFA® charter, from the CFA Institute, complemented by a Bachelor of Commerce degree in Finance from the Haskayne School of Business at the University of Calgary. With a solid foundation in financial principles and an unwavering commitment to ongoing professional development, Jacob brings a wealth of expertise to the table.With a cumulative experience of four years in retail banking, commercial banking, and investment management, Jacob has honed his skills within two of Canada's leading financial institutions. This extensive background has equipped him with a profound understanding of business fundamentals, financial acumen, and a proficiency in financial modeling and investment analysis.In addition to his core competencies, Jacob excels in research capabilities and data analytics, demonstrating a meticulous attention to detail and robust logical reasoning. His unwavering dedication to delivering top-tier financial insights and solutions sets him apart as a standout professional in the competitive finance landscape.As a dynamic and forward-thinking individual, Jacob is well-positioned to leverage his comprehensive skill set and industry knowledge, making meaningful contributions to any financial team or project.
J. Waldner Investment Research
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Investment Analyst And Research - Equity MarketsJ. Waldner Investment ResearchCalgary, Ab, Ca
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Investment Analyst/Research - Equity MarketsSelf-Employed Feb 2024 - PresentCalgary, Alberta, Canada
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Equity Research Associate With Franklin Bissett Investment ManagementFranklin Templeton Dec 2022 - Oct 2023Calgary, Alberta, Canada -
Wealth AdvisorScotia Wealth Management Jul 2021 - May 2022Calgary, Alberta, Canada -
Business Development AssociateScotia Wealth Management Jan 2021 - Jun 2021Calgary, Alberta, Canada
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Client Service Associate - Commercial Agriculture BankingScotiabank Oct 2019 - Jan 2021Calgary, Canada Area -
Customer Service RepresentativeTd Aug 2015 - Sep 2017
Jacob Waldner, Cfa Skills
Jacob Waldner, Cfa Education Details
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Bachelor Of Commerce - Finance -
Cfa InstituteCfa Institute Charterholder
Frequently Asked Questions about Jacob Waldner, Cfa
What company does Jacob Waldner, Cfa work for?
Jacob Waldner, Cfa works for J. Waldner Investment Research
What is Jacob Waldner, Cfa's role at the current company?
Jacob Waldner, Cfa's current role is Investment Analyst and Research - Equity Markets.
What is Jacob Waldner, Cfa's email address?
Jacob Waldner, Cfa's email address is ja****@****ank.com
What is Jacob Waldner, Cfa's direct phone number?
Jacob Waldner, Cfa's direct phone number is (212) 741*****
What schools did Jacob Waldner, Cfa attend?
Jacob Waldner, Cfa attended University Of Calgary, Cfa Institute.
What skills is Jacob Waldner, Cfa known for?
Jacob Waldner, Cfa has skills like Leadership, Teamwork, Time Management, Customer Service, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Banking, Finance.
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