James Wolanski, Cfa Email and Phone Number
Deep experience across multiple asset classes, client segments and disciplines. Acted as an incubator within the business, developing concepts, securing funding and executing against a well-developed business plan. Known for delivering innovative solutions, cultivating strong partnerships, strategic vision and driving growth through change.
Patavi Consulting
View- Website:
- pataviconsulting.com
- Employees:
- 4
-
Consulting PartnerPatavi ConsultingToronto, On, Ca -
Chief Financial OfficerNanashake May 2024 - PresentToronto, Ontario, Ca -
InvestorNanashake Apr 2024 - PresentToronto, Ontario, Ca -
Advisory Board MemberNexus Partners May 2024 - Present -
Managing Director, Head Of Retail & Wealth Distribution & Product InnovationTd Securities Jan 2017 - Feb 2024Toronto, Ontario, CaDistribution of foreign exchange, investments and precious metals within the retail and wealth channels of TD Bank across North America- Results - delivered record revenue in last four consecutive fiscal years during varying market conditions- Strategy - developed and implemented roadmap across multiple products (FX, precious metals & fixed income) and channels (digital, branch & ATM) driving consistent revenue growth and enterprise partner engagementInnovation - Several patents pending related to new capabilities deliveredExecution - delivered complex projects including best in class precious metals offering (digital and branch) and Dynamic Currency Conversion (ATM DCC)- Collaboration - cultivated strong executive level relationships across the organization and with vendors to deliver innovative solutions for clients. - Teamwork - dedicated to building high-performance teams, coaching, mentoring talent across the firm -
Managing Director, Retail & Wealth DistributionTd Securities 2012 - 2017Toronto, Ontario, Ca -
Director, Retail & Commercial Business DevelopmentTd Securities 2006 - 2012Toronto, Ontario, Ca -
Vp, Desk Head Wealth Fixed Income SalesTd Securities 1999 - 2006Toronto, Ontario, Ca -
Vp, Wealth Fixed Income SalesTd Securities 1996 - 1999Toronto, Ontario, Ca -
Account Manager, Td Asset ManagementTd 1994 - 1996Toronto, Ontario, Ca
James Wolanski, Cfa Education Details
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York UniversityEconomics
Frequently Asked Questions about James Wolanski, Cfa
What company does James Wolanski, Cfa work for?
James Wolanski, Cfa works for Patavi Consulting
What is James Wolanski, Cfa's role at the current company?
James Wolanski, Cfa's current role is Consulting Partner.
What schools did James Wolanski, Cfa attend?
James Wolanski, Cfa attended York University.
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