Mathieu Dubois, Cfa

Mathieu Dubois, Cfa Email and Phone Number

Partenaire @ Beatimo - Services Conseils
Mathieu Dubois, Cfa's Location
Montreal, Quebec, Canada, Canada
Mathieu Dubois, Cfa's Contact Details

Mathieu Dubois, Cfa work email

Mathieu Dubois, Cfa personal email

Mathieu Dubois, Cfa phone numbers

About Mathieu Dubois, Cfa

Mathieu Dubois, Cfa is a Partenaire at Beatimo - Services Conseils. He possess expertise in finance, client relations skills, teamwork, microsoft excel, mutual funds and 16 more skills. He is proficient in Spanish, ENGLISH and FRENCH.

Mathieu Dubois, Cfa's Current Company Details
Beatimo - Services Conseils

Beatimo - Services Conseils

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Partenaire
Mathieu Dubois, Cfa Work Experience Details
  • Beatimo - Services Conseils
    Developpement Des Affaires
    Beatimo - Services Conseils Oct 2023 - Present
    Longueuil, Québec, Canada
    View
  • Desjardins
    Gestionnaire Privé
    Desjardins Sep 2020 - Oct 2023
    Montreal, Quebec, Canada
    View
  • Cote 100
    Trader
    Cote 100 Jun 2014 - Dec 2019
    Build from scratch portfolios for the firm new clients Execute bulk stocks transactions in addition to the currency conversion needed Monitor the portfolios in accordance to their investment policy
    View
  • Cote 100
    Portfolio Manager
    Cote 100 Dec 2017 - Aug 2019
    Montreal, Quebec, Canada
    Assess the needs of my clients and write their investment policyActively manage my client’s portfolio according to their investment policy and needsProvide trusted investment and financial planning adviseMaintain my network and developpe new relationships
    View
  • Cote 100
    Financial Analyst & Financial Advisor
    Cote 100 Jun 2014 - Jun 2019
    St-Bruno
    Research the stock market for investment opportunities Analyze financial results of stocks we own in our portfolios Write articles and investments recommendations
    View
  • Cote 100
    Administrative Assistant
    Cote 100 Nov 2013 - Jun 2014
    St-Bruno
    Assist portfolio manager with their day to day workOpen new accountsCustomer services
    View
  • Private Business
    Real Estate Manager
    Private Business Sep 2011 - Oct 2019
    Verdun
    Manage employeesSolve problems with tenantsCollect the rentsManage all renovation projects

Mathieu Dubois, Cfa Skills

Finance Client Relations Skills Teamwork Microsoft Excel Mutual Funds Microsoft Word Financial Analysis Stocks Market Research Economics Risk Management Capital Markets Real Estate Financial Reporting Financial Accounting Corporate Finance Project Management Fixed Income Trading French English

Mathieu Dubois, Cfa Education Details

  • Cfa Institute
    Cfa Institute
    Finance
  • Csc/Ccvm
    Csc/Ccvm
    Finance And Financial Management Services
  • Université Du Québec À Montréal / Uqam
    Université Du Québec À Montréal / Uqam
    4.03/4.3
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  • International School Of Management (Ism)
    International School Of Management (Ism)
    Accounting And Finance
  • Manuel Des Normes ( Mnc)
    Manuel Des Normes ( Mnc)
  • Mrex : Ingénérie Financière Immobilière
    Mrex : Ingénérie Financière Immobilière

Frequently Asked Questions about Mathieu Dubois, Cfa

What company does Mathieu Dubois, Cfa work for?

Mathieu Dubois, Cfa works for Beatimo - Services Conseils

What is Mathieu Dubois, Cfa's role at the current company?

Mathieu Dubois, Cfa's current role is Partenaire.

What is Mathieu Dubois, Cfa's email address?

Mathieu Dubois, Cfa's email address is du****@****ail.com

What is Mathieu Dubois, Cfa's direct phone number?

Mathieu Dubois, Cfa's direct phone number is +145046*****

What schools did Mathieu Dubois, Cfa attend?

Mathieu Dubois, Cfa attended Cfa Institute, Csc/ccvm, Université Du Québec À Montréal / Uqam, International School Of Management (Ism), Manuel Des Normes ( Mnc), Mrex : Ingénérie Financière Immobilière.

What skills is Mathieu Dubois, Cfa known for?

Mathieu Dubois, Cfa has skills like Finance, Client Relations Skills, Teamwork, Microsoft Excel, Mutual Funds, Microsoft Word, Financial Analysis, Stocks, Market Research, Economics, Risk Management, Capital Markets.

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