Benjamin Tan, Cfa
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Benjamin Tan, Cfa Email & Phone Number

Associate, Corporate Finance at Pinnacle Wealth Brokers EMD at Pinnacle Wealth Brokers EMD
Location: Calgary, Alberta, Canada 4 work roles 1 school
1 work email found @pinnaclewealth.ca LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@pinnaclewealth.ca
LinkedIn Profile matched
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Current company
Pinnacle Wealth Brokers EMD
Role
Associate, Corporate Finance at Pinnacle Wealth Brokers EMD
Location
Calgary, Alberta, Canada
Company size
81 employees

Who is Benjamin Tan, Cfa? Overview

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Quick answer

Benjamin Tan, Cfa is listed as Associate, Corporate Finance at Pinnacle Wealth Brokers EMD at Pinnacle Wealth Brokers EMD, a company with 81 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at pinnaclewealth.ca and a matched LinkedIn profile for Benjamin Tan, Cfa.

Benjamin Tan, Cfa previously worked as Associate, Corporate Finance at Pinnacle Wealth Brokers Emd and Senior Analyst Corporate Finance at Pinnacle Wealth Brokers Emd. Benjamin Tan, Cfa holds Bachelor'S Degree, Social Sciences from University Of Calgary.

Company email context

Email format at Pinnacle Wealth Brokers EMD

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*@pinnaclewealth.ca
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AeroLeads found 1 current-domain work email signal for Benjamin Tan, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Benjamin Tan, Cfa

- Started as an Analyst, Corporate Finance in Oct 2019 and was promoted to Senior Analyst, Corporate Finance in October 2020. Responsibilities include: due diligence on securities offered in the exempt market; mergers and acquisitions; raising capital for companies through equity and/or debt; and more.- Experienced in creating models to monitor risks and forecast future cash flows.- 3 years in the finance industry, exposure to personal retail banking and small business banking.

Listed skills include Leadership, Capital Budgeting, Banking, Corporate Finance, and 18 others.

Current workplace

Benjamin Tan, Cfa's current company

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Pinnacle Wealth Brokers EMD
Pinnacle Wealth Brokers Emd
Associate, Corporate Finance at Pinnacle Wealth Brokers EMD
calgary, alberta, canada
Website
pinnaclewealthbrokers.com
Employees
81
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Company profile
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4 roles

Benjamin Tan, Cfa work experience

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

Personal Banking Specialist

Atb Financial

Calgary, Canada Area

- Interacted with clients daily to provide transactions. Balanced daily receipts up to $5 million- Demonstrated self-management attributes from managing a book of clients and working closely with other partners to provide relevant needs-based advice to clients- Exceeded annual targets set by the enterprise, which includes $3.5 million of referrals to.

Oct 2016 - Jul 2018

Financial Advisor

Scotiabank

Calgary, Canada Area

- Responsible for fostering a relationship of mutual trust and confidence with clients, mortgage brokers and underwriters- Initiating relationship building with clients through cross-sells of new products and deepening relationship with existing clients- Transitioning new customers to appropriate personal banker for on-going relationship management.

Aug 2012 - Sep 2014
Team & coworkers

Colleagues at Pinnacle Wealth Brokers EMD

Other employees you can reach at pinnaclewealthbrokers.com. View company contacts for 81 employees →

JL Jean-François Laurin Jean-François Laurin Colleague at Pinnacle Wealth Brokers EmdRosemere, Quebec, Canada, Canada View → DZ Davis Zhang 张文博 Davis Zhang 张文博 Colleague at Pinnacle Wealth Brokers EmdVancouver, British Columbia, Canada, Canada View → JG Janine G. Janine G. Colleague at Pinnacle Wealth Brokers EmdCanada, Canada View → JP Jane Potter Jane Potter Colleague at Pinnacle Wealth Brokers EmdCalgary, Alberta, Canada, Canada View → KR Karina Ricci Karina Ricci Colleague at Pinnacle Wealth Brokers EmdCanada, Canada View → JT Johnny Tuenmo Johnny Tuenmo Colleague at Pinnacle Wealth Brokers EmdRichmond, British Columbia, Canada, Canada View → JO John Opsal John Opsal Colleague at Pinnacle Wealth Brokers EmdSaskatchewan, Canada, Canada View → PC Pierre Cazeau, B.A. Pierre Cazeau, B.A. Colleague at Pinnacle Wealth Brokers EmdMontreal, Quebec, Canada, Canada View → IT Imran Tahid Imran Tahid Colleague at Pinnacle Wealth Brokers EmdBritish Columbia, Canada, Canada View → DG Darwin Gerber Darwin Gerber Colleague at Pinnacle Wealth Brokers EmdOkotoks, Alberta, Canada, Canada View →
1 education record

Benjamin Tan, Cfa education

FAQ

Frequently asked questions about Benjamin Tan, Cfa

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

What company does Benjamin Tan, Cfa work for?

Benjamin Tan, Cfa works for Pinnacle Wealth Brokers EMD.

What is Benjamin Tan, Cfa's role at Pinnacle Wealth Brokers EMD?

Benjamin Tan, Cfa is listed as Associate, Corporate Finance at Pinnacle Wealth Brokers EMD at Pinnacle Wealth Brokers EMD.

What is Benjamin Tan, Cfa's email address?

AeroLeads has found 1 work email signal at @pinnaclewealth.ca for Benjamin Tan, Cfa at Pinnacle Wealth Brokers EMD.

Where is Benjamin Tan, Cfa based?

Benjamin Tan, Cfa is based in Calgary, Alberta, Canada while working with Pinnacle Wealth Brokers EMD.

What companies has Benjamin Tan, Cfa worked for?

Benjamin Tan, Cfa has worked for Pinnacle Wealth Brokers Emd, Atb Financial, and Scotiabank.

Who are Benjamin Tan, Cfa's colleagues at Pinnacle Wealth Brokers EMD?

Benjamin Tan, Cfa's colleagues at Pinnacle Wealth Brokers EMD include Jean-François Laurin, Davis Zhang 张文博, Janine G., Jane Potter, and Karina Ricci.

How can I contact Benjamin Tan, Cfa?

You can use AeroLeads to view verified contact signals for Benjamin Tan, Cfa at Pinnacle Wealth Brokers EMD, including work email, phone, and LinkedIn data when available.

What schools did Benjamin Tan, Cfa attend?

Benjamin Tan, Cfa holds Bachelor'S Degree, Social Sciences from University Of Calgary.

What skills is Benjamin Tan, Cfa known for?

Benjamin Tan, Cfa is listed with skills including Leadership, Capital Budgeting, Banking, Corporate Finance, Microsoft Powerpoint, Financial Modeling, Data Analysis, and Market Research.

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