James Wolanski, Cfa

James Wolanski, Cfa Email and Phone Number

Consulting Partner @ Patavi Consulting
Toronto, ON, CA
James Wolanski, Cfa's Location
Toronto, Ontario, Canada, Canada
About James Wolanski, Cfa

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.

James Wolanski, Cfa's Current Company Details
Patavi Consulting

Patavi Consulting

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Consulting Partner
Toronto, ON, CA
Employees:
4
James Wolanski, Cfa Work Experience Details
  • Patavi Consulting
    Consulting Partner
    Patavi Consulting
    Toronto, On, Ca
  • Nanashake
    Chief Financial Officer
    Nanashake May 2024 - Present
    Toronto, Ontario, Ca
  • Nanashake
    Investor
    Nanashake Apr 2024 - Present
    Toronto, Ontario, Ca
  • Nexus Partners
    Advisory Board Member
    Nexus Partners May 2024 - Present
  • Td Securities
    Managing Director, Head Of Retail & Wealth Distribution & Product Innovation
    Td Securities Jan 2017 - Feb 2024
    Toronto, Ontario, Ca
    Distribution 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
  • Td Securities
    Managing Director, Retail & Wealth Distribution
    Td Securities 2012 - 2017
    Toronto, Ontario, Ca
  • Td Securities
    Director, Retail & Commercial Business Development
    Td Securities 2006 - 2012
    Toronto, Ontario, Ca
  • Td Securities
    Vp, Desk Head Wealth Fixed Income Sales
    Td Securities 1999 - 2006
    Toronto, Ontario, Ca
  • Td Securities
    Vp, Wealth Fixed Income Sales
    Td Securities 1996 - 1999
    Toronto, Ontario, Ca
  • Td
    Account Manager, Td Asset Management
    Td 1994 - 1996
    Toronto, Ontario, Ca

James Wolanski, Cfa Education Details

  • York University
    York University
    Economics

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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