Michael Rowan

Michael Rowan Email and Phone Number

Client Service Associate at TD Wealth Private Investment Advice @ TD
Ottawa, ON, CA
Michael Rowan's Location
Ottawa, Ontario, Canada, Canada
About Michael Rowan

Economics and finance graduate working to expand my knowledge of wealth management, portfolio analysis, and capital markets while enhancing my client management skills. I highly value ongoing education, currently pursuing the CIM designation and planning to pursue CFP among others after successfully completing the CIM.

Michael Rowan's Current Company Details
TD

Td

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Client Service Associate at TD Wealth Private Investment Advice
Ottawa, ON, CA
Employees:
1
Michael Rowan Work Experience Details
  • Td
    Client Service Associate At Td Wealth Private Investment Advice
    Td
    Ottawa, On, Ca
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  • Td
    Client Service Associate At Td Wealth Private Investment Advice
    Td Nov 2023 - Present
    Ottawa, Ontario, Canada
    Securities trader for Portfolio Manager and four Senior Investment Advisor’s collective book of business. Developer and distributor of marketing materials to clients.
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  • Md Financial Management | Gestion Financière Md
    Client Service Associate
    Md Financial Management | Gestion Financière Md Aug 2022 - Nov 2023
    Ottawa, Ontario, Canada
    Administrative support for two Senior Financial Consultants and one Senior Portfolio Manager with their respective books of business.
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  • Lang School Of Business And Economics - University Of Guelph
    Undergraduate Research Assistant - Quantitative Analysis
    Lang School Of Business And Economics - University Of Guelph Apr 2021 - Dec 2021
    Guelph, Ontario, Canada
    Co-Author of "The Misalignment of the FT50 with the Achievement of the UN's SDGs: A Call for Responsible Research Assessment by Business Schools"
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  • Lang School Of Business And Economics - University Of Guelph
    Undergraduate Teaching Assistant And Seminar Leader
    Lang School Of Business And Economics - University Of Guelph Sep 2020 - Dec 2020
    Guelph, Ontario, Canada
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  • Doherty & Associates Investment Counsel
    Junior Investment Analyst
    Doherty & Associates Investment Counsel May 2019 - Aug 2019
    Ottawa, Ontario
    View

Michael Rowan Education Details

Frequently Asked Questions about Michael Rowan

What company does Michael Rowan work for?

Michael Rowan works for Td

What is Michael Rowan's role at the current company?

Michael Rowan's current role is Client Service Associate at TD Wealth Private Investment Advice.

What schools did Michael Rowan attend?

Michael Rowan attended University Of Guelph.

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