Laura S.
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Laura S. Email & Phone Number

Portfolio Administrator at Newport Private Wealth
Location: Toronto, Ontario, Canada 11 work roles 2 schools
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Current company
Role
Portfolio Administrator
Location
Toronto, Ontario, Canada
Company size

Who is Laura S.? Overview

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Quick answer

Laura S. is listed as Portfolio Administrator at Newport Private Wealth, a with 53 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Laura S..

Laura S. previously worked as Portfolio Administrator at The Murray Wealth Group and Incentives Data Analyst at J.D. Power. Laura S. holds Master'S Degree, Actuarial Science from University Of Windsor.

Company email context

Email format at Newport Private Wealth

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Newport Private Wealth

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Profile bio

About Laura S.

Highly organized and enthusiastic graduate from the University of Windsor with academic and professional background in Finance. Advanced MS Office skills: Excel, VBA, Access, Word, PowerPoint, Outlook, PDF Nuance. Experience using Bloomberg and Python through online learning and database management. Passed CFA Level I in February 2021. Passed Canadian Securities Course (CSC), and Bloomberg Market Concepts (BMC). Portfolio Administrator experience through Trading Simulation Contests.http://basno.com/hvprx5syhttps://www.credly.com/badges/a5eabe27-eaf9-4972-bc72-749b2bf457af

Current workplace

Laura S.'s current company

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Newport Private Wealth
Newport Private Wealth
Portfolio Administrator
toronto, ontario, canada
Employees
53
AeroLeads page
11 roles

Laura S. work experience

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

Incentives Data Analyst

Dec 2019 - Feb 2022

Rmd Custom Clerk

Hartwick Oshea & Cartwright Limited
Feb 2019 - Nov 2019

Podcasting And Media Producer

University Of Windsor

Ontario, Canada

Nov 2017 - Apr 2018

Finance Intern

Bogotá D.C., Colombia

• Applied technical knowledge of economics and finance in a practical, real-world setting to move forward through a government project.• Organized monthly meetings to discuss projects

Jan 2016 - Jul 2016

Teaching Assistant

Bogotá D.C., Colombia

• Ensured all test and assignments were evaluated in a consistent and timely manner.• Provided tools to help students succeed and answering to their questions.

Aug 2013 - Dec 2015

Cashier

Pandebonos Vallunos

Bogotá D.C., Colombia

• Provided excellent customer service by greeting customers and attending to questions.• Prepared and served beverages and expedited food orders. • Managed cash without discrepancies.

May 2014 - Aug 2014
Team & coworkers

Colleagues at Newport Private Wealth

Other employees you can reach at newportprivatewealth.ca. View company contacts for 53 employees →

2 education records

Laura S. education

FAQ

Frequently asked questions about Laura S.

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

What company does Laura S. work for?

Laura S. works for Newport Private Wealth.

What is Laura S.'s role at Newport Private Wealth?

Laura S. is listed as Portfolio Administrator at Newport Private Wealth.

Where is Laura S. based?

Laura S. is based in Toronto, Ontario, Canada while working with Newport Private Wealth.

What companies has Laura S. worked for?

Laura S. has worked for Newport Private Wealth, The Murray Wealth Group, J.D. Power, Hartwick Oshea & Cartwright Limited, and University Of Windsor.

Who are Laura S.'s colleagues at Newport Private Wealth?

Laura S.'s colleagues at Newport Private Wealth include Jansen Shrubb, Mba, Cim®, Jason Trueman, Cfa, Matt Reynolds, Cfa, Mfa-P™, Rebecca Vanular, and Olha Sokolyk.

How can I contact Laura S.?

You can use AeroLeads to view verified contact signals for Laura S. at Newport Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Laura S. attend?

Laura S. holds Master'S Degree, Actuarial Science from University Of Windsor.

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