Duncan Warren
Director, Client On-boarding at Cibc Mellon
Based in Mississauga, Canada
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Seniority
Director
Department
Other
Location
Mississauga
Industry
Financial Services
Company size
2K
Contact information
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d•••••••@cibcmellon.com
Phone
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Background
About Duncan Warren
Investment services professional with broad industry knowledge acquired over 25 years in the financial sector.• Robust comprehension of a wide variety of investment strategies employed by both traditional and alternative Investment Managers.• In-depth operational understanding of the financial services industry, including accounting, tax, investor servicing, compliance and regulatory matters.• Focused on helping educate clients about their financial planning & investment needs with advice that is:RealisticActionableTransparent & Efficient• Experienced in asset allocation and portfolio construction with the goal of minimizing costs and maximizing tax efficiency.
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