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Anshul Nagar, CFA

Anshul Nagar, CFA

Account Manager

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location of Anshul Nagar, CFAToronto, Ontario, Canada

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  • Timeline

  • About me

    Director - Mandala Trading Canada

  • Education

    • Banaras Hindu University

      1999 - 2002
      B.Comm (Hons.) Accounting

    • Centennial College

      2003 - 2004
      Post Graduate Diploma in Marketing Management

  • Experience

    • WowGao Inc.

      Jul 2004 - Mar 2007
      Account Manager

    • TD Waterhouse

      Oct 2007 - May 2011

      TD Waterhouse - Financial Planning Risk Management IIROC licensed Options and Equity trader

      • Assistant Branch Manager

        Oct 2009 - May 2011

      • Options Specialist

        Oct 2007 - Sept 2009

    • Sentry Investments Inc.

      May 2011 - Apr 2012
      Risk & Compliance Analyst

    • PFSL Investments Canada Ltd

      Apr 2012 - Oct 2012
      Sr. Compliance Analyst

    • ETG North America

      Oct 2012 - Apr 2019
      Chief Financial Officer

    • Gradient Capital Solutions

      Apr 2019 - now
      Consultant

    • Mandala Trading Canada Inc.

      Sept 2019 - now
      Director

  • Licenses & Certifications

    • Branch Managers Course (BMC)

      Canadian Securities Institute

    • Canadian Securities Course (CSC)

      Canadian Securities Institute

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Conduct and Practices Handbook (CPH)

      Canadian Securities Institute

    • Derivatives Fundamentals Course (DFC)

      Canadian Securities Institute

    • Options Licensing Course (OLC)

      Canadian Securities Institute

    • Options Supervisors Course (OPSC)

      Canadian Securities Institute