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Caroline Maughan, CFA

Caroline Maughan, CFA

Administrative Assistant

Followers of Caroline Maughan, CFA623 followers
location of Caroline Maughan, CFAMontreal, Quebec, Canada

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  • Timeline

  • About me

    Portfolio Manager at Claret Asset Management

  • Education

    • Concordia University

      -
      Bachelor of Commerce - BCom Finance, General

    • Lower Canada College

      -
      High School Diploma

    • Marianopolis College

      -
      Diplôme d’Études Collégiales (D.E.C.), SOCIAL SCIENCES

    • École des sciences de la gestion (ESG UQAM)

      2015 -
      Certificat en administration

  • Experience

    • CiM Maintenance

      Jan 2015 - Jan 2018
      Administrative Assistant

    • Tactex Asset Management

      Dec 2018 - Nov 2022

      • Associate Portfolio Manager

        Aug 2021 - Nov 2022

      • Operations Analyst

        Dec 2019 - Aug 2021

      • Junior Operations Analyst

        Dec 2018 - Dec 2019

    • Claret Asset Management

      Nov 2022 - now

      • Portfolio Manager

        Jun 2023 - now

      • Associate Portfolio Manager

        Nov 2022 - Jun 2023

  • Licenses & Certifications

  • Volunteer Experience

    • User Advisory Committee (UAC)

      Issued by Accounting Standards Board (AcSB) on Dec 2022
      Accounting Standards Board (AcSB)Associated with Caroline Maughan, CFA