Daniel Roy
Associate Wealth Counsellor at Kinsted Wealth
Based in Calgary, France
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Seniority
Staff
Department
Sales & Business Development
Location
Calgary
Industry
Financial Services
Company size
29
Contact information
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d•••••••@kinsted.com
Phone
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Background
About Daniel Roy
CFA level 3 candidate • Financial modeling, portfolio analysis & valuation • Excellent communication & presentation skills • Detail oriented, possessing strong research & analytical skills • Credit structuring & risk assessment • Proficient in Microsoft office with a strong competence in Excel; desire to learn VBA • Client needs focused with the ability to resolve client concerns • Canadian Securities Course, Enrolled in PFP • Team player with a positive attitude, but can also work independently • Able to take initiative, multi-task, meet deadlines, & work under pressure • Competent in Bloomberg, MetaStock, and Thomson Reuters Eikon. • Strong interest in technical analysis
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