Verified recordBanking

Marcello Itri

Investment and Retirement Planner at Rbc

Based in Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Canada

Industry

Banking

Company size

96K

Contact information

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m•••••••@rbc.com

Phone

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Background

About Marcello Itri

Financial Services: Savvy and skilled financial professional with 8 years of comprehensive expertise. Maintain a record of successfully developing customized financial strategies to meet the needs of clients. Manage multiple portfolios with diligent attention and continual analysis of economic trends to appropriate asset allocation. Successful in evaluating business and investment opportunities, quickly understanding of companies and their market. Strong performance in new business development, growth and diversification - MFDA licensed - Qualified to provide investment advice through successfully completing the Canadian Security Course-Qualified to sell Mutual Funds through successfully passing the Canadian Investment Funds Course (IFIC)-Committed towards ongoing professional development in the Financial services field as well as engaging in various entrepreneurial ventures. Specialties: Finance-Investment Funds/Mutual Funds -Personal Finance -Savings Strategies/Advice -

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