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David Sherlock
Direktor/Vorstandsmitglied bei Iowa One Call
Profil
Mr. David Sherlock is a Director-Product Development & Portfolio Manager at McLean & Partners Wealth Management Ltd.
He joined McLean & Partners in September, 2009.
He entered the financial industry as a banker with Scotiabank.
He later moved to AGF Funds Inc. to become regional sales advisor before taking a position as a portfolio analyst at Paramount Financial.
Mr. Sherlock graduated from the University of Calgary with a Bachelor of Arts in Economics and Society, and a Bachelor of Arts in Political Science.
He holds his Canadian Investment Manager, Financial Management Advisor, Personal Financial Planner and Associate Institute of Canadian Bankers designations.
Aktive Positionen von David Sherlock
Unternehmen | Position | Beginn |
---|---|---|
Iowa One Call
![]() Iowa One Call Engineering & ConstructionIndustrial Services Iowa One Call provides excavating and digging services. The company was founded in 1980 and is headquartered in Des Miones, IA. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von David Sherlock
Unternehmen | Position | Ende |
---|---|---|
CWB Wealth Partners Ltd.
![]() CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Portfolio Manager-Aktien | 31.03.2014 |
Paramount Financial Group, Inc.
![]() Paramount Financial Group, Inc. Investment Banks/BrokersFinance Paramount Financial Group, Inc. managed equity investment funds. The company was headquartered in Granville, OH. | Corporate Officer/Principal | 31.08.2009 |
AGF Investments, Inc.
![]() AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Corporate Officer/Principal | - |
THE BANK OF NOVA SCOTIA | Corporate Officer/Principal | - |
Ausbildung von David Sherlock
University of Calgary | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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THE BANK OF NOVA SCOTIA | Finance |
Private Unternehmen | 4 |
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CWB Wealth Partners Ltd.
![]() CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
AGF Investments, Inc.
![]() AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Finance |
Paramount Financial Group, Inc.
![]() Paramount Financial Group, Inc. Investment Banks/BrokersFinance Paramount Financial Group, Inc. managed equity investment funds. The company was headquartered in Granville, OH. | Finance |
Iowa One Call
![]() Iowa One Call Engineering & ConstructionIndustrial Services Iowa One Call provides excavating and digging services. The company was founded in 1980 and is headquartered in Des Miones, IA. | Industrial Services |