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Andreanne Dumais, CIM

Andreanne dumais, cim

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location of Andreanne Dumais, CIMToronto, Ontario, Canada
Phone number of Andreanne Dumais, CIM+91 xxxx xxxxx
Followers of Andreanne Dumais, CIM648 followers

  • Timeline

    Mar 2014 - Dec 2016

    Financial Services Representative

    Banque Laurentienne
    Apr 2018 - Mar 2019

    Sales Coordinator

    Marquest Asset Management Inc.
    Mar 2019 - Feb 2020

    Business Development Manager

    First Trust Portfolios Canada
    Feb 2020 - Dec 2021

    Regional Director, Business Development

    Hamilton ETFs
    Apr 2022 - Nov 2022

    Bilingual Regional Sales, Business Development

    Sprott Money Ltd.
    Nov 2022 - Aug 2024

    Regional Consultant

    Russell Investments
    Current Company
    Aug 2024 - now

    Manager, Client Solutions & Sales

    Yorkville Asset Management

  • About me

    Manager, Client Solutions & Sales at Yorkville Asset Management

  • Education

    • Université laval

      2013 - 2016
      Bachelor's degree business administration and management, general

  • Experience

    • Banque laurentienne

      Mar 2014 - Dec 2016
      Financial services representative

    • Marquest asset management inc.

      Apr 2018 - Mar 2019
      Sales coordinator

    • First trust portfolios canada

      Mar 2019 - Feb 2020
      Business development manager

    • Hamilton etfs

      Feb 2020 - Dec 2021
      Regional director, business development

    • Sprott money ltd.

      Apr 2022 - Nov 2022
      Bilingual regional sales, business development

    • Russell investments

      Nov 2022 - Aug 2024
      Regional consultant

    • Yorkville asset management

      Aug 2024 - now
      Manager, client solutions & sales

  • Licenses & Certifications

    • Portfolio management techniques (pmt)

      Canadian securities institute
      Nov 2023

    • Investment management techniques (imt)

      Canadian securities institute
      Jan 2021

    • Canadian securities course (csc)

      Canadian securities institute
      Jan 2019

    • Chartered investment manager (cim®)

      Canadian securities institute
      Dec 2023
      View certificate certificate