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Patrick Dailey
Business Development Specialist
615 followers
Toronto, Ontario, Canada
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About me
Manager, Corporate Development at Banyan Software
Education
University of Guelph
2012 - 2017Bachelor of Commerce - BCom Management Economics and Finance
Experience
BMO Nesbitt Burns
Jan 2018 - Feb 2018Business Development Specialist
Manulife Securities
Feb 2018 - Mar 2020Financial Advisor AssociateThe Wealth Management Practice of Kurt Rosentreter
Mackenzie Investments
Mar 2020 - Dec 2021Business Development Manager
Banyan Software
Jan 2022 - nowManager, Corporate Development
Licenses & Certifications
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Canadian Securities Course (CSC)
Canadian Securities Institute (CSI)Jul 2019- View certificate
CFA® Level I
CFA Institute
Conduct and Practices Handbook
Canadian Securities Institute (CSI)Nov 2019- View certificate
CFA Level II
CFA InstituteJan 2023
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