Stan Argutin, CFA

Stan Argutin, CFA

Followers of Stan Argutin, CFA947 followers
location of Stan Argutin, CFAGreater Montreal Metropolitan Area

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  • Timeline

  • About me

    Portfolio Management for HNW and UHNW individuals

  • Education

    • Concordia University

      2005 - 2009
      Bachelor Finance
  • Experience

    • National Bank of Canada

      Sept 2008 - Aug 2013
      • Senior Analyst

        Nov 2011 - Aug 2013
      • Analyst

        Sept 2008 - Oct 2011
    • HollisWealth, Scotiabank Global Wealth & Insurance

      Jan 2014 - Jun 2015
      Business Development Associate
    • National Bank Private Banking 1859

      Jul 2015 - now
      • Senior Portfolio Manager

        May 2023 - now
      • Portfolio Manager

        May 2022 - Jun 2023
      • Associate Portfolio Manager

        Feb 2017 - May 2022
      • Senior Analyst

        Jul 2015 - Feb 2017
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
    • Conduct and Practices Handbook

      Canadian Securities Institute (CSI)
    • Wealth Management Essentials

      Canadian Securities Institute (CSI)
    • Canadian Securities Course

      Canadian Securities Institute (CSI)
    • Introduction to R for Finance

      DataCamp
  • Volunteer Experience

    • Judge for Accounting & Entrepreneurship Cases

      Issued by Dawson Case Competition on Apr 2016
      Dawson Case CompetitionAssociated with Stan Argutin, CFA