Greg Doherty, Cfa
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Greg Doherty, Cfa Email & Phone Number

Senior Consultant at Intelligo Partners at Intelligo Partners
Location: Toronto, Ontario, Canada 10 work roles 1 school
1 work email found @ci.com 2 phones found area 312 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email g****@ci.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Consultant at Intelligo Partners
Location
Toronto, Ontario, Canada
Company size

Who is Greg Doherty, Cfa? Overview

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Quick answer

Greg Doherty, Cfa is listed as Senior Consultant at Intelligo Partners at Intelligo Partners, a company with 1 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at ci.com, phone signal with area code 312, and a matched LinkedIn profile for Greg Doherty, Cfa.

Greg Doherty, Cfa previously worked as Senior Consultant at Intelligo Partners and Portfolio Analyst at 1832 Asset Management Lp. Greg Doherty, Cfa holds Bachelor'S Degree, Finance, Psychology, Cum Laude from Depaul University.

Company email context

Email format at Intelligo Partners

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*@ci.com
68% confidence

AeroLeads found 1 current-domain work email signal for Greg Doherty, Cfa. Compare company email patterns before reaching out.

Profile bio

About Greg Doherty, Cfa

I have had a passion and drive to improve and continually meet my goals. My strong work ethic and adaptability has allowed me to perform at a high-level and meet or exceed the expectations set for me. I will bring a drive to create value for the business, and strive to achieve success at both a personal and organizational level. Personal Strengths• Strong work ethic and goal oriented individual• Analytical thinker with strength assessing complex problems and determining a smart plan of action• Able to absorb new concepts and material quickly and implement them in my daily work • Excellent time management skills, balancing the workload of multiple tasks and consistently meeting deadlines • Mental toughness allowing me to deal with adversity and handle pressure situations• Leadership and mentoring skills as a Captain of the DePaul University’s Men’s Golf Team• Understand and appreciate team dynamics and dealing with different personalities

Listed skills include Sports, Leadership, Event Planning, Microsoft Excel, and 27 others.

Current workplace

Greg Doherty, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Intelligo Partners
Intelligo Partners
Senior Consultant at Intelligo Partners
toronto, ontario, canada
Employees
1
AeroLeads page
10 roles · 16 years

Greg Doherty, Cfa work experience

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

Senior Consultant

Current

Toronto, Ontario, Canada

Intelligo Partners is a management & technology consulting firm specializing in the implementation of investment management systems for asset and wealth management firms. We deliver end-to-end business and systems solutions across the areas of portfolio management, order management, trade execution/settlement, performance & risk, accounting, compliance.

May 2023 - Present

Portfolio Analyst

Toronto, Ontario, Canada

1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. The Quantamental & Derivatives team at 1832 Asset Management L.P. predominantly covers a large range of U.S.centric large and mid-cap listed equities, the Portfolio Analyst will have the opportunity to:- Work with the Quantitative & Derivatives.

Jan 2023 - Apr 2023

Director, Portfolo Operations

Toronto, Ontario, Canada

- Lead a team providing daily end-to-end operational support to all portfolio management groups within CI GAM.- Act as an escalation point of contact for the portfolio management teams.- Provide guidance and assistance to the other team members, to help build the depth and breadth of skills and knowledge on the team.- Lead portfolio transitions and other.

Aug 2021 - Jan 2023

Manager, Portfolio Operations

Toronto, Ontario, Canada

- Oversee a team providing daily end-to-end operational support to all portfolio management groups within CI.- Act as an escalation point of contact for the portfolio management teams.- Provide guidance and assistance to the other team members, to help build the depth and breadth of skills and knowledge on the team.- Investigate and resolve both simple and.

Mar 2020 - Jul 2021

Senior Portfolio Trading Associate

Toronto, Ontario, Canada

- Provide daily trading operations support from end-to-end, to all Portfolio Management groups within CI.- Key contact for the portfolio management teams.- Provide guidance and assistance to the other team members, to help build the depth and breadth of skills and knowledge on the team.- Communicate trade allocations across all markets to brokers.

Mar 2019 - Mar 2020

Portfolio Trading Associate - Alternative Investments

Toronto, Canada Area

Responsible for the coordination and effectiveness of all systems and parties relating to trade support functions, focusing on derivatives and alternative investments. Includes supporting derivatives trading and settlement, collateral management, and derivative securities performance valuation. Also responsible for Corporate action administration and.

Apr 2017 - Mar 2019

Pim (Private Investment Management) Processing Specialist

Toronto, Canada Area

  • Processed daily financial and non-financial requests relating to the PIM product for clients
  • Monitored weekly transaction volume from Sun Life and other dealers into the PIM product
  • Responsible for reconciliation of missed fee reports and testing that the fees paid to dealers are correctly applied
  • Assisted in the training of new team members on the operating systems and PIM product
  • Actively taking part in the testing of the Tiered AF product and systems
Jan 2016 - Apr 2017

Professional Golfer

Gained status at Q School this past January for the 2015 PGA Tour Latinoamerica season in South America.

Jan 2015 - Apr 2015

Professional Golfer

Professional Golf

Ontario, Canada

Played professionally on various Professional Golf Tours in Ontario. These tours and tournaments include: PGA Tour Canada, The Great Lakes Tour, The Mandarin Tour, and the 2012 RBC Canadian Open (PGA Tour)

2010 - 2014 ~4 yrs

Financial Intern - Audit Group

Greater Chicago Area

  • Prepared company financial statements and forecasting reports
  • Assisted with year end financial audit
  • Analyzed auto warranty data for price fluctuations
Dec 2009 - Jan 2010
1 education record

Greg Doherty, Cfa education

FAQ

Frequently asked questions about Greg Doherty, Cfa

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

What company does Greg Doherty, Cfa work for?

Greg Doherty, Cfa works for Intelligo Partners.

What is Greg Doherty, Cfa's role at Intelligo Partners?

Greg Doherty, Cfa is listed as Senior Consultant at Intelligo Partners at Intelligo Partners.

What is Greg Doherty, Cfa's email address?

AeroLeads has found 1 work email signal at @ci.com for Greg Doherty, Cfa at Intelligo Partners.

What is Greg Doherty, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 312 for Greg Doherty, Cfa at Intelligo Partners.

Where is Greg Doherty, Cfa based?

Greg Doherty, Cfa is based in Toronto, Ontario, Canada while working with Intelligo Partners.

What companies has Greg Doherty, Cfa worked for?

Greg Doherty, Cfa has worked for Intelligo Partners, 1832 Asset Management Lp, Ci Global Asset Management, Ci Investments Inc., and Ci Investments Inc. – Canada’S Investment Company.

How can I contact Greg Doherty, Cfa?

You can use AeroLeads to view verified contact signals for Greg Doherty, Cfa at Intelligo Partners, including work email, phone, and LinkedIn data when available.

What schools did Greg Doherty, Cfa attend?

Greg Doherty, Cfa holds Bachelor'S Degree, Finance, Psychology, Cum Laude from Depaul University.

What skills is Greg Doherty, Cfa known for?

Greg Doherty, Cfa is listed with skills including Sports, Leadership, Event Planning, Microsoft Excel, Accounting, Business Analysis, Sports Management, and Sports Marketing.

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