Matthew Weekes, Cfa Email & Phone Number
@bmo.com
LinkedIn matched
Who is Matthew Weekes, Cfa? Overview
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Matthew Weekes, Cfa is listed as Senior Analyst, Corporate Strategy and Development at ATCO and Canadian Utilities at ATCO, a company with 6742 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Matthew Weekes, Cfa.
Matthew Weekes, Cfa previously worked as Senior Analyst, Investment Portfolio Management at Atco and Equity Research Analyst at Ia Capital Markets. Matthew Weekes, Cfa holds Bachelor'S Degree, International Business from University Of Victoria.
Email format at ATCO
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AeroLeads found 1 current-domain work email signal for Matthew Weekes, Cfa. Compare company email patterns before reaching out.
About Matthew Weekes, Cfa
Passed the CFA Level I, II, and III exams on first attempt and obtained my charter in 2021.Experience in numerous areas of Finance, including Equity Research, Financial Planning, Personal & Commercial Banking, and Wealth Management.Bachelor of Commerce degree, with a focus in Finance and International Business.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Powerpoint, and 15 others.
Matthew Weekes, Cfa's current company
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Matthew Weekes, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Analyst, Investment Portfolio Management
Current
Equity Research Analyst
Equity Research Associate
Supported the analyst in providing research coverage for over 20 companies in a diversified set of Energy industry sub-sectors including Pipelines, Midstream, Fuels Distribution, Utilities, and Energy Services Provided timely, insightful research, including valuations and recommendations, to support institutional accounts and retail advisors in the.
Regional Planning Support Specialist
Specialized in use of the Personal Financial Planning (PFP) software in the Calgary North branch, supporting advisors in building and presenting holistic financial plans to existing and prospective clientsUsed data gathered from clients, including financial information, questionnaires, and goals, to build comprehensive financial plans that complied with.
Client Advisor
Fulfilled immediate needs of clients quickly and accurately, while attempting to resolve complex issues at first point of contact, escalating only when necessaryExercised due diligence in all transactions, complying with anti-money laundering and anti-terrorist financing regulations and know your client obligationsDelivered exceptional client experience.
Marketing Assistant - Girard Thomson Investment Group
Oversaw administration of accounts and provided high quality of client service expected from a high-performance wealth management team at the Girard Thomson Investment GroupDemonstrated duty of care and discretion when dealing with confidential and sensitive informationBoosted efficiency by completing most of my work independent of formal training or.
Purchase Order Coordinator
Ensured that accounts receivable could be collected by tracking, organizing, and verifying accuracy of purchase orders and invoices, while ensuring compliance and quality control prior to invoices leaving the office
Colleagues at ATCO
Other employees you can reach at atco.com. View company contacts for 6742 employees →
Cinthia Elibeth Hernández Herrera
Colleague at AtcoNaucalpan De Juárez, México, Mexico, Mexico
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CJ
Cameron Jeffery
Colleague at AtcoCalgary, Alberta, Canada, Canada
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MM
Md Mdsufiyan23
Colleague at AtcoSaudi Arabia, Saudi Arabia
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MC
Manolo Creus
Colleague at AtcoCalgary, Alberta, Canada, Canada
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ML
Mark Lotz
Colleague at AtcoNisku, Alberta, Canada, Canada
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MA
Martin Airns
Colleague at AtcoGreater Perth Area, Australia
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NA
Nehad Abu Amer
Colleague at AtcoSaudi Arabia, Saudi Arabia
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CL
Clark Lu
Colleague at AtcoEdmonton, Alberta, Canada, Canada
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NS
Neha S.
Colleague at AtcoCalgary, Alberta, Canada, Canada
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BC
Brittnay Ceretzke
Colleague at AtcoCanada, Canada
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Matthew Weekes, Cfa education
Bachelor'S Degree, International Business
High School
Frequently asked questions about Matthew Weekes, Cfa
Quick answers generated from the profile data available on this page.
What company does Matthew Weekes, Cfa work for?
Matthew Weekes, Cfa works for ATCO.
What is Matthew Weekes, Cfa's role at ATCO?
Matthew Weekes, Cfa is listed as Senior Analyst, Corporate Strategy and Development at ATCO and Canadian Utilities at ATCO.
What is Matthew Weekes, Cfa's email address?
AeroLeads has found 1 work email signal at @bmo.com for Matthew Weekes, Cfa at ATCO.
Where is Matthew Weekes, Cfa based?
Matthew Weekes, Cfa is based in Calgary, Alberta, Canada while working with ATCO.
What companies has Matthew Weekes, Cfa worked for?
Matthew Weekes, Cfa has worked for Atco, Ia Capital Markets, Ia Capital Markets / Ia Marché Des Capitaux, Ig Wealth Management, and Rbc.
Who are Matthew Weekes, Cfa's colleagues at ATCO?
Matthew Weekes, Cfa's colleagues at ATCO include Cinthia Elibeth Hernández Herrera, Cameron Jeffery, Md Mdsufiyan23, Manolo Creus, and Mark Lotz.
How can I contact Matthew Weekes, Cfa?
You can use AeroLeads to view verified contact signals for Matthew Weekes, Cfa at ATCO, including work email, phone, and LinkedIn data when available.
What schools did Matthew Weekes, Cfa attend?
Matthew Weekes, Cfa holds Bachelor'S Degree, International Business from University Of Victoria.
What skills is Matthew Weekes, Cfa known for?
Matthew Weekes, Cfa is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Powerpoint, Microsoft Word, Canadian Securities Course, Investments, and Mutual Funds.
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