Daryl Purdy
Head of Business Solutions Amer - Advisor at Romina Day
Based in Toronto, Canada
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Seniority
Other
Department
Other
Location
Toronto
Industry
Data Security Software Products
Company size
6
Contact information
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d•••••••@rominaday.com
Phone
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Background
About Daryl Purdy
Senior financial executive and portfolio manager with 18+ years of experience a) driving the performance and success of investment platforms, wealth management firms and broker/dealer organizations, and b) providing wealth and investment advisory solutions and services to private and institutional investors and their advisors in both traditional and alternative investment platforms. Canadian Investment Manager and Chartered Alternative Investment Analyst with consistent track record of success building alternative and traditional investment businesses whether improving existing offerings/territories or developing products and distribution networks from start-up. Leverages strong investment acumen and in-depth knowledge to benefit growth-oriented financial organizations and private/institutional investors through the development and management of strong investment platforms and portfolios. Fuses strong business development, planning and interpersonal skills and proven expertise in portfolio management, advisory solutions and regulatory issues to excel as a coach and partner to frontline sales executives.
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