Philippe Casarotto
Chief Operating Officer at Pwl Capital Inc
Based in Montreal, Canada
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Seniority
C-Team
Department
General Business & Management
Location
Montreal
Industry
Investment Management
Company size
113
Contact information
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p•••••••@pwlcapital.com
Phone
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Background
About Philippe Casarotto
I am an accomplished leader with over 25 years’ experience in the financial services and brokerage industry, during which I have acquired a thorough understanding of financial markets, custody and clearing and operations. I am passionate about technology and data management, project management, and client service. My strengths reside in my ability to synthesize details quickly and understand situations at both high and granular levels. I have the capacity to make decisions and to lead large groups of people. I have held leadership roles on large company projects, including creating and structuring an operations team for a mid-size fund distributor, a business wind-down for a custodian and carrying broker, several system implementations, and system and business conversions. I am highly motivated with a high sense of loyalty and commitment to success and I thrive in a dynamic environment.
Decision-makers
Other people at Pwl Capital Inc
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Wealth Management Analyst · Finance & Accounting
- KPManager
Katherine Pineda
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- MMStaff
Margret Martinez
Senior Operations & Project Analyst · Other
- EGOther
Evann Gibson
Associate Wealth Advisor, Investment Advisor · Other
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