Jonathan D.
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Jonathan D. Email & Phone Number

Life Insurance Advisor at Desjardins
Location: Toronto, Ontario, Canada 7 work roles 3 schools
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Current company
Desjardins
Role
Life Insurance Advisor
Location
Toronto, Ontario, Canada
Company size
42824 employees

Who is Jonathan D.? Overview

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Quick answer

Jonathan D. is listed as Life Insurance Advisor at Desjardins, a with 42824 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jonathan D..

Jonathan D. previously worked as Chief Financial Officer at Analytixinsight and Founder at Dwek Capital. Jonathan D. holds Master'S Degree, Finance from University Of Toronto - Rotman School Of Management.

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Email format at Desjardins

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Desjardins

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Profile bio

About Jonathan D.

Experienced investment analyst and business analyst, a CFA Charterholder, and Masters of Finance Graduate. Adept at performing detailed financial analysis and due diligence on potential investment opportunities.

Listed skills include Financial Modeling, Equities, Equity Research, Valuation, and 23 others.

Current workplace

Jonathan D.'s current company

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Desjardins
Desjardins
Life Insurance Advisor
Toronto, ON, CA
Website
desjardins.com
Employees
42824
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Company profile
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7 roles · 23 years

Jonathan D. work experience

A career timeline built from the work history available for this profile.

Life Insurance Advisor

Desjardins

Toronto, On, Ca

Founder

Current
Dwek Capital

Greater Toronto Area Metropolitan Area

Investment advisory and private equity, CFO services

Mar 2019 - Present

Chief Financial Officer

Skrumble

- Raised over $6 million of capital from investors and $15 million from an ICO (Initial Coin Offering)- Managed financial reporting and implemented financial controls- Advised business units of opportunities and analyzed them- Analyzed potential acquisitions and performed due diligence

Apr 2016 - Dec 2018

Consultant

Dwek Consulting

- Consulted for small businesses, then made operational changes and process improvements- Assessed business strategies of clients and analyzed new business opportunities- Managed private portfolios that consisted of Canadian and US Equities by primarily using a bottom-up investment approach- Gathered and used various economic research to develop fund strategy, make projections, and analyze investable ideas- Conveyed portfolio results and articulated investment process through semi-annual meetings or when requested- Wrote reports for publicly listed mining companies to be displayed at mining conferences

Jun 2013 - Mar 2016

Investment Analyst

Investment Flow-Through Fund

- Screened and analyzed over 700 potential companies suitable for flow-through investments which led to financings of over $1 billion- Wrote internal reports used by the managing partner and other analysts resulting in investments in over 400 different companies- Analyzed publicly available company documents on SEDAR and used them to evaluate investments on a fundamental basis- Dealt with CEOs and CFOs of mining companies to discuss company news and exploration plans- Gathered information and maintained comparable models to value similar companies (database contained over 80 mineral exploration companies)

Oct 2006 - Oct 2012

Investment Specialist

Bmo Financial Group

Toronto, Canada Area

- Helped the BMO Investment Centre achieve rank #1 for customer service and client support- Achieved sales targets by selling BMO Mutual Funds and BMO Term Products to clients- Provided investment advice and reviewed portfolios for clients based on their investment objectives

2004 - 2006 ~2 yrs
Team & coworkers

Colleagues at Desjardins

Other employees you can reach at desjardins.com. View company contacts for 42824 employees →

MS Mathieu Simoneau, Mba, Csm Mathieu Simoneau, Mba, Csm Colleague at DesjardinsGreater Montreal Metropolitan Area, Canada View → FB Francis Bouchard Francis Bouchard Colleague at DesjardinsQuebec, Canada View → SP Sébastien Pannitti Pilon Sébastien Pannitti Pilon Colleague at DesjardinsMirabel, Quebec, Canada View → JC Johanne Courchesne Johanne Courchesne Colleague at DesjardinsThetford Mines, Quebec, Canada View → SD Stéphanie Duchesne Stéphanie Duchesne Colleague at DesjardinsChicoutimi, Quebec, Canada View → MN Marie-Claire Nadeau Marie-Claire Nadeau Colleague at DesjardinsCapitale-Nationale, Quebec, Canada View → SL Sylvie Lamoureux Sylvie Lamoureux Colleague at DesjardinsMontreal, Quebec, Canada View → LM Luca Morgia Luca Morgia Colleague at DesjardinsToronto, Ontario, Canada View → WA Waleed Ahmed Waleed Ahmed Colleague at DesjardinsBrossard, Quebec, Canada View → MB Maryse Blais Maryse Blais Colleague at DesjardinsCapitale-Nationale, Quebec, Canada View →
3 education records

Jonathan D. education

FAQ

Frequently asked questions about Jonathan D.

Quick answers generated from the profile data available on this page.

What company does Jonathan D. work for?

Jonathan D. works for Desjardins.

What is Jonathan D.'s role at Desjardins?

Jonathan D. is listed as Life Insurance Advisor at Desjardins.

Where is Jonathan D. based?

Jonathan D. is based in Toronto, Ontario, Canada while working with Desjardins.

What companies has Jonathan D. worked for?

Jonathan D. has worked for Desjardins, Analytixinsight, Dwek Capital, Skrumble, and Dwek Consulting.

Who are Jonathan D.'s colleagues at Desjardins?

Jonathan D.'s colleagues at Desjardins include Mathieu Simoneau, Mba, Csm, Francis Bouchard, Sébastien Pannitti Pilon, Johanne Courchesne, and Stéphanie Duchesne.

How can I contact Jonathan D.?

You can use AeroLeads to view verified contact signals for Jonathan D. at Desjardins, including work email, phone, and LinkedIn data when available.

What schools did Jonathan D. attend?

Jonathan D. holds Master'S Degree, Finance from University Of Toronto - Rotman School Of Management.

What skills is Jonathan D. known for?

Jonathan D. is listed with skills including Financial Modeling, Equities, Equity Research, Valuation, Bloomberg, Investments, Hedge Funds, and Derivatives.

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