Owen Malcolm
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Owen Malcolm Email & Phone Number

Wealh Management Client Associate at Merrill Lynch
Location: Canada, Canada, Canada 8 work roles 1 school
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Current company
Role
Wealh Management Client Associate
Location
Canada, Canada, Canada
Company size

Who is Owen Malcolm? Overview

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Quick answer

Owen Malcolm is listed as Wealh Management Client Associate at Merrill Lynch, a company with 76074 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Owen Malcolm.

Owen Malcolm previously worked as Senior Investment Representative - Risk Management - TD Direct Investing at Td and Resource Officer - Client Services & Mitigation - TD Direct Investing at Td. Owen Malcolm holds Finance from Southern Connecticut State University.

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Merrill Lynch

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Profile bio

About Owen Malcolm

With over 9 years of experience in the financial service industry, I am a skilled and passionate investment professional who specializes in risk management, trade execution and sales for both Canadian and U.S. markets. I work as a Senior Investment Representative at TD Direct Investing, where I apply my extensive knowledge and understanding of equities, options, bonds, money market instruments, fixed income, and derivative markets to help clients achieve their investment goals and objectives.I hold the Securities Industry Essentials (SIE) exam issued by the U.S. self-regulatory body FINRA and several Canadian Regulatory certifications including the CSC, the Derivatives Fundaments Course and the Options Licensing Course (OLC), which demonstrate my commitment to professional development and industry standards.As a self-starter, I thrive in a fast-paced environment that requires excellent technical and analytical skills, great attention to detail, and the ability to assess rapidly changing investment situations and the impact of proposed solutions. I am a performance-driven member who can work both independently and as part of a team, contributing positively to the overall productivity and success of the organization.

Current workplace

Owen Malcolm's current company

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Merrill Lynch
Merrill Lynch
Wealh Management Client Associate
Los Angeles, CA, US
Website
Employees
76074
AeroLeads page
8 roles

Owen Malcolm work experience

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Wealh Management Client Associate

Los Angeles, CA, US

Senior Investment Representative - Risk Management - Td Direct Investing

Current
Td
Oct 2022 - Present

Resource Officer - Client Services & Mitigation - Td Direct Investing

Td

Markham, Ontario, Canada

Nov 2015 - Oct 2022

Transition Team Manager - Corporate Trainer - Direct Investing

Markham, Ontario

Pleasure of leading the Investor Service Center (ISC) with the responsibility of hiring, on boarding, training, developing and managing the Investment Representatives (IR)

Aug 2013 - Nov 2015

Investment Representative/Specialist - Sales & Trading - Td Waterhouse Discount Brokerage

Td

Greater Toronto Area, Canada

Worked various departments including the Equities Desk, Options Specialist Team, Fixed Income Desk, and the High Value client segment team (Presidents Desk)

Feb 2002 - Aug 2013

Administrative Officer - Td Waterhouse Institutional Brokers

Td

Toronto, Ontario

Oct 2001 - Feb 2002

Customer Service Representative - Td Canada Trust Bank

Td

Markham, Ontario

Jul 2001 - Sep 2001

Ebs Representative I Td Waterhouse Discount Brokerage I Pinstripe Personal

Pinstripe Personal

Toronto, Canada Area

Supported clients in the use of TD Waterhouse Electronic Brokerage platform, including online trade execution, security related issues, technical support and the sale of products and services

Jul 1999 - Mar 2000
Team & coworkers

Colleagues at Merrill Lynch

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1 education record

Owen Malcolm education

FAQ

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What company does Owen Malcolm work for?

Owen Malcolm works for Merrill Lynch.

What is Owen Malcolm's role at Merrill Lynch?

Owen Malcolm is listed as Wealh Management Client Associate at Merrill Lynch.

Where is Owen Malcolm based?

Owen Malcolm is based in Canada, Canada, Canada while working with Merrill Lynch.

What companies has Owen Malcolm worked for?

Owen Malcolm has worked for Merrill Lynch, Td, Td Direct Investing, and Pinstripe Personal.

Who are Owen Malcolm's colleagues at Merrill Lynch?

Owen Malcolm's colleagues at Merrill Lynch include Dorianne Denardo, Marcia Cerqueira De Farias, Crystal Lawrence, Sarah Vitiello, and Cathy Burgess.

How can I contact Owen Malcolm?

You can use AeroLeads to view verified contact signals for Owen Malcolm at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Owen Malcolm attend?

Owen Malcolm holds Finance from Southern Connecticut State University.

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