Renato Endrigo Coelho, Cfa
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Renato Endrigo Coelho, Cfa Email & Phone Number

Investment Counsellor at Mawer Investment Management
Location: Calgary, Alberta, Canada 11 work roles 3 schools
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Current company
Mawer Investment Management
Role
Investment Counsellor
Location
Calgary, Alberta, Canada
Company size
185 employees

Who is Renato Endrigo Coelho, Cfa? Overview

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Quick answer

Renato Endrigo Coelho, Cfa is listed as Investment Counsellor at Mawer Investment Management, a company with 185 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Renato Endrigo Coelho, Cfa.

Renato Endrigo Coelho, Cfa previously worked as Associate Investment Counsellor at Mawer Investment Management and Investment Advisor at Mawer Investment Management. Renato Endrigo Coelho, Cfa holds Mba, Business Administration from Vancouver Island University.

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Email format at Mawer Investment Management

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Mawer Investment Management

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Profile bio

About Renato Endrigo Coelho, Cfa

Renato Endrigo Coelho, Cfa is a Investment Counsellor at Mawer Investment Management. He possess expertise in strategic communications, social media, management, strategy, leadership and 34 more skills. He is proficient in English and Spanish. Colleagues describe him as "Good team player ,good working Skills ,Very nice working with him" and "Estudei com o Renato entre os anos 1999 e 2002. Ele era um aluno inteligente, responsável, mas também divertido e brincalhão. Sempre presente nos trabalhos em grupo, acrescentando ideias às discussões."

Listed skills include Strategic Communications, Social Media, Management, Strategy, and 35 others.

Current workplace

Renato Endrigo Coelho, Cfa's current company

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Mawer Investment Management
Mawer Investment Management
Investment Counsellor
calgary, alberta, canada
Website
mawer.com
Employees
185
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Company profile
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11 roles

Renato Endrigo Coelho, Cfa work experience

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

Associate Investment Counsellor

Mawer Investment Management

Calgary, Canada Area

:: Built and managed portfolios of Mawer mutual funds tailored to each client’s unique circumstances (discretionary portfolio management)

Oct 2019 - Jan 2023

Investment Advisor

Mawer Investment Management

Calgary, Canada Area

:: Built and managed portfolios of Mawer mutual funds tailored to each client’s unique circumstances

Mar 2017 - Oct 2019

Wealth Management Advisor

Rothenberg Capital Management Inc.

Calgary, AB

:: Built and managed portfolios with a variety of securities tailored to each client’s unique circumstances:: Provided retirement planning, estate planning, and investment planning advice

Apr 2014 - Mar 2017

Investment Representative

Rothenberg Capital Management Inc.

Calgary, AB

:: Handled key aspects of clients' accounts administration:: Assisted advisors planning for client meetings by providing client reports; research on publicly traded and private companies; analysis on industries and capital markets

Jul 2013 - Apr 2014

Account Manager | Mutual Fund Representative

Rbc

Calgary, AB

:: Delivered advice and service related to banking, investing, credit and lending to branch clients

Jun 2012 - Jul 2013

Personal Banking Representative

President'S Choice Financial

Calgary, AB

:: Delivered advice and service related to banking, investing, credit and lending to branch clients:: Prospected new clients by proactively engaging in conversations with Real Canadian Superstore customers

Jan 2012 - Jun 2012

International Business Support Intern (Temporary)

Sait Polytechnic

Calgary, Canada Area

:: Built a thorough research with recommendations for student recruiting in the Latin American market:: Developed and implemented a social media strategy to attract international students:: Researched and recommended new technologies to assist with international recruitment activities

Aug 2011 - Dec 2011

Student Assistant - Social Media (Part-Time Job)

Vancouver Island University

Nanaimo, BC

:: Developed and implemented a social media strategy intended to reach potential program applicants:: Informed and engaged current students and alumni

Jan 2011 - Dec 2011

Sales Representative, Credit Card (Part-Time Job)

Qmm Group Inc

Nanaimo, BC

:: Promoted the PC Financial Mastercard by proactively engaging with Real Canadian Superstore customers:: Prospected 157 new customers within approximately 300 hours worked

Feb 2011 - Aug 2011

Various Positions In Public Relations And Corporate Communications

Various

São Paulo, Brazil

Jun 2002 - Jun 2010
Team & coworkers

Colleagues at Mawer Investment Management

Other employees you can reach at mawer.com. View company contacts for 185 employees →

JG Jessica Gabrielle Ouroumis, Chrp Jessica Gabrielle Ouroumis, Chrp Colleague at Mawer Investment ManagementGreater Toronto Area, Canada, Canada View → FL Francesca Loftus Francesca Loftus Colleague at Mawer Investment ManagementCalgary, Alberta, Canada, Canada View → DD Dominic Drzazga Dominic Drzazga Colleague at Mawer Investment ManagementToronto, Ontario, Canada, Canada View → PP Pallavi Patel, Cfa, Cpa, Cma Pallavi Patel, Cfa, Cpa, Cma Colleague at Mawer Investment ManagementToronto, Ontario, Canada, Canada View → LL Leslie Louie, Cpa,Ca Leslie Louie, Cpa,Ca Colleague at Mawer Investment ManagementCanada, Canada View → MQ Myndi Quirion Myndi Quirion Colleague at Mawer Investment ManagementGreater Calgary Metropolitan Area, Canada View → HC Heather Churchill-Smith, Cfa Heather Churchill-Smith, Cfa Colleague at Mawer Investment ManagementCalgary, Alberta, Canada, Canada View → MH Mario He Mario He Colleague at Mawer Investment ManagementToronto, Ontario, Canada, Canada View → CD Christian Deckart, Cfa Christian Deckart, Cfa Colleague at Mawer Investment ManagementCalgary, Alberta, Canada, Canada View → JR Jennifer Rendle Jennifer Rendle Colleague at Mawer Investment ManagementCanada, Canada View →
3 education records

Renato Endrigo Coelho, Cfa education

FAQ

Frequently asked questions about Renato Endrigo Coelho, Cfa

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

What company does Renato Endrigo Coelho, Cfa work for?

Renato Endrigo Coelho, Cfa works for Mawer Investment Management.

What is Renato Endrigo Coelho, Cfa's role at Mawer Investment Management?

Renato Endrigo Coelho, Cfa is listed as Investment Counsellor at Mawer Investment Management.

Where is Renato Endrigo Coelho, Cfa based?

Renato Endrigo Coelho, Cfa is based in Calgary, Alberta, Canada while working with Mawer Investment Management.

What companies has Renato Endrigo Coelho, Cfa worked for?

Renato Endrigo Coelho, Cfa has worked for Mawer Investment Management, Rothenberg Capital Management Inc., Rbc, President'S Choice Financial, and Sait Polytechnic.

Who are Renato Endrigo Coelho, Cfa's colleagues at Mawer Investment Management?

Renato Endrigo Coelho, Cfa's colleagues at Mawer Investment Management include Jessica Gabrielle Ouroumis, Chrp, Francesca Loftus, Dominic Drzazga, Pallavi Patel, Cfa, Cpa, Cma, and Leslie Louie, Cpa,Ca.

How can I contact Renato Endrigo Coelho, Cfa?

You can use AeroLeads to view verified contact signals for Renato Endrigo Coelho, Cfa at Mawer Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Renato Endrigo Coelho, Cfa attend?

Renato Endrigo Coelho, Cfa holds Mba, Business Administration from Vancouver Island University.

What skills is Renato Endrigo Coelho, Cfa known for?

Renato Endrigo Coelho, Cfa is listed with skills including Strategic Communications, Social Media, Management, Strategy, Leadership, Investments, Advertising, and Teamwork.

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