Ursula Holmsten
Head of Wealth Advisory, Atb Wealth Co-CEO, Atb Securities Inc at Atb Wealth
Based in Calgary, Canada
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Seniority
Director
Department
Other
Location
Calgary
Industry
Investment Management
Company size
410
Contact information
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u•••••••@atb.com
Phone
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Background
About Ursula Holmsten
Seasoned investment industry executive with over 25 years of experience in finance, operations, and risk management with self-clearing investment firms. Currently leading ATB Wealth and its subsidiaries as CEO - ATB Securities Inc, ATB Insurance Advisors Inc, and the Private Banking team - to provide valuable and timely advice to clients and address their evolving needs. Shaping a path forward for ATB Wealth team members, driving strategic change and ensuring regulatory excellence while challenging the status quo, encouraging healthy debate, and tackling old problems in new and creative ways.
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