AeroLeads people directory · profile
James Wolanski, Cfa Email & Phone Number
Consulting Partner
at
Patavi Consulting
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Consulting Partner
Location
Toronto, Ontario, Canada
Company size
Who is James Wolanski, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Wolanski, Cfa is listed as Consulting Partner at Patavi Consulting, a company with 4 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for James Wolanski, Cfa.
James Wolanski, Cfa previously worked as Chief Financial Officer at Nanashake and Investor at Nanashake. James Wolanski, Cfa holds Ba, Economics from York University.
Company email context
Email format at Patavi Consulting
This section adds company-level context without repeating James Wolanski, Cfa's masked contact details.
Patavi Consulting
Review company-level records connected to James Wolanski, Cfa before choosing the right outreach path.
Profile bio
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.
Current workplace
James Wolanski, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Patavi Consulting
10 roles · 32 years
James Wolanski, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Current
May 2024 - Present
Investor
Current
Apr 2024 - Present
Advisory Board Member
Current
May 2024 - Present
Managing Director, Head Of Retail & Wealth Distribution & Product Innovation
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.
Jan 2017 - Feb 2024
Managing Director, Retail & Wealth Distribution
2012 - 2017
~5 yrs
Director, Retail & Commercial Business Development
2006 - 2012
~6 yrs
Vp, Desk Head Wealth Fixed Income Sales
1999 - 2006
~7 yrs
Vp, Wealth Fixed Income Sales
1996 - 1999
~3 yrs
Account Manager, Td Asset Management
1994 - 1996
~2 yrs
1 education record
James Wolanski, Cfa education
-
York University
FAQ
Frequently asked questions about James Wolanski, Cfa
Quick answers generated from the profile data available on this page.
What company does James Wolanski, Cfa work for?
James Wolanski, Cfa works for Patavi Consulting.
What is James Wolanski, Cfa's role at Patavi Consulting?
James Wolanski, Cfa is listed as Consulting Partner at Patavi Consulting.
Where is James Wolanski, Cfa based?
James Wolanski, Cfa is based in Toronto, Ontario, Canada while working with Patavi Consulting.
What companies has James Wolanski, Cfa worked for?
James Wolanski, Cfa has worked for Patavi Consulting, Nanashake, Nexus Partners, Td Securities, and Td.
How can I contact James Wolanski, Cfa?
You can use AeroLeads to view verified contact signals for James Wolanski, Cfa at Patavi Consulting, including work email, phone, and LinkedIn data when available.
What schools did James Wolanski, Cfa attend?
James Wolanski, Cfa holds Ba, Economics from York University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial