Patrick Gilbert, M.Sc., Cfa Email & Phone Number

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Montreal, Canada Area

– Analyze Private Banking clients’ portfolios according to their Investment Policy Statement. – Make investment recommendations to the Portfolio Manager, maximizing tax efficiencies. Upon approval by the Portfolio Manager, trade daily inflows/outflows, monthly withdrawals, and integration of new clients’ portfolios following the PB1859 models.– Answer questions by Investment Advisers and their assistants, regarding specific requests, special projects etc.– Involved in the improvement of the department’s processes and software testing on the trading platform (Croesus)

Montreal, Canada Area

– Analyse des portefeuilles des clients en gestion privée selon leur politique de placement.– Effectue des recommandations d’investissement au gestionnaire de portefeuille, en tenant compte de l’optimisation fiscale des placements. Sur approbation du gestionnaire, transige les différentes entrées/sorties d’argent du jour, prépare les retraits mensuels de différents types de compte, et effectue l’intégration des portefeuilles des nouveaux clients aux solutions GP1859 en s’assurant de respecter l’allocation d’actif– Répond aux questions, requêtes, ou projets spéciaux des conseillers privés et de leurs adjoint(e)s – Impliqué dans les tests en vue d’améliorer l’efficacité des processus et logiciels

Montreal, Canada Area

– Contact clients according to predetermined marketing campaigns on multiple levels of personal finance, from investment advice in mutual funds to financing needs such as credit lines and personal loans. – Developing a capacity to instantly analyze a customer’s file, addressing their needs and offer them a solution which helps them achieve their financial goals, strengthening their relationship with the bank.– Able to maintain a very high compliance level, as well as an call quality of 95% on average. Earned two distinctions due to the quality of the services provided

– Responsible to supervise the asset allocation according to a specific IPS for a Community Foundation with 15M$ in assets. Programming in Excel VBA in order to ensure proper tracking.– In charge of managing registered accounts: contributions/withdrawals in RRSP, TFSA, RESP, RRIF accounts.– Oversees liquidity needs in clients’ accounts. Purchase of GIC’s, analysis of the bonds’ maturities with regards to a bond ladder strategy– Customer service, provide answers to client’s questions or requests, preparations of multiple reports to the Investment Advisor

Gatineau (Aylmer)

– Coach chosen on two occasions by the regional tennis association to lead the tennis team for the 2014 (Longueuil) and 2016 (Montreal) Quebec Summer Games – Preparation and coaching of the practises leading to the Games. In charge of 6 junior athletes from 12 to 16 years old for the whole duration of the competition.– Team won the gold medal in 2014

Montreal, Canada Area

– Teacher’s Assistant for Basic Corporate Finance and Portfolio Management (B.A.A)– Teaching the Tutorial sessions (in French and in English), correction of exam papers and assignements, consultation hours helping students prepare for their exams.

Juge-Arbitre dans les tournois sanctionnés par Tennis Québec

Education record

Passed CFA Level III

Master’S Degree, Finance

Dess - Graduate Diploma, Finance

Activities and Societies: Global Investment Research Challenge (partner of the CFA Institute)

B.A.A - B.B.A, Finance

Activities and Societies: Carabins de l'Université de Montréal (Tennis), Simulation Bousière InterUniversitaire,