Veteran of the financial industry with over 25 years experience in portfolio management, financial & investment analysis, product development and sales. Seven college degrees and several certifications including the CFA.More...
Sarah Lee
Trust officer@National Bank Financial
Verified
Sarah Lee, as a Trust Officer at National Bank Financial, you are responsible for managing client relationships, providing financial planning services, and managing trust assets. The current financial market is experiencing volatility due to global uncertainties. However, our robust risk management strategies and diversified portfolio continue to provide stable returns. We are also focusing on digital transformation to improve our services and customer experience. Our goal is to maintain client trust by ensuring their assets are managed effectively and securely.More...
Andre Bodo
Financial Planning & Analysis Manager@Miovision
Verified
Financial modelling and valuation expert with over 4 years working with institutional investors, providing in-depth company analytics to drive investment decisions for hedge funds, private equity and wealth managers. Experience preparing budgets and financial forecasts for corporations, and presenting complex financial information to board teams. Experience with integrating acquisitions and NetSuite.More...
Yanic Croteau
President@Flux CIO
Verified
With over 23 years of global experience, I am a seasoned Technology Executive specializing in digital transformation, business analysis, IT strategy, and operational optimization. Known for leveraging emerging technologies like AI, and automations, I’ve delivered measurable results, including $15M in savings from a carve-out acquisition and the seamless migration of enterprise applications to the cloud.
My leadership roles in renewable energy, asset management and finance sectors demonstrate my ability to drive innovation, foster collaboration, and achieve strategic business goals in diverse environments. Fluent in English and French, with intermediate Portuguese, I am committed to delivering value through technology-driven solutions.More...