Verified recordInvestment Management

Riley Gomes

Financial Advisor at Atb Wealth

Based in Edmonton, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Edmonton

Industry

Investment Management

Company size

410

Contact information

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Email

1 credit

r•••••••@atb.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Riley Gomes

Financial professional with 4+ years of experience at ATB Financial, including 2 years as a Financial Advisor Associate at ATB Wealth, working with high-net worth clients helping them achieve their financial goals. Proven ability to develop and implement comprehensive financial strategies, with a focus on investment portfolio management, retirement planning, estate planning. Holds a Bachelor of Commerce in Finance and Accounting and possesses the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) designations. Dedicated to building strong client relationships and delivering exceptional service.

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