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Kevin S. - 16267
St. Catharines, Canada
2:23 PM, GMT -05:00
Kevin S. - 16267 Investment Analyst from St. Catharines
About
Extensive experience in the Investment and Finance Industries (since October, 1987), (Portfolio Management, Research and Analysis, Performance Analytics, Computer Application Development (Excel, VBA, dBase, FoxPro), Client Service and New Business Development).
Occupation
Investment Analyst
Work experience
2008 - 2022
Investment Analyst
AlKeMeg Investments
1996 - 2008
General Partner, Portfolio Manager, Investment Analyst
Mercator Asset Management, Boca Raton, Florida
1989 - 1996
Manager - Performance Analytics and Research Investment analysis
Strategic Investment Group, Washington, D.C.
1988 - 1989
Investment Analyst
Mercator Asset Management, Fort Lauderdale, Florida
1987 - 1988
Investment Analyst
RBC Dominion Securities, Toronto, Ontario
1982 - 1987
Analyst
Ontario Medical Association (OMA), Toronto, Ontario
Education
1989 - 1991
CFA Institute, Charlottesville, Virginia
Chartered Financial Analyst (CFA)
1986 - 1986
Canadian Securities Institute, Toronto, Ontario
Canadian Securities Course (CSC)
1977 - 1981
University oof New Brunswick, Fredericton, New Brunswick
Business Administration (BBA)
Skills
Portfolio Management
22 Y
Other skills
Client Service and New Business Development
Investment Analysis and Research
Performance Analytics
Software Application Development
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