Adrian James
Senior Business Consultant @Bmo Private Wealth
Toronto, ON, CA
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MOBILE NUMBERS
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WORK HISTORY
Apr 2025 — Present
Senior Business Consultant @Bmo Private Wealth
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Toronto, ON, CA
EDUCATION
2001 — 2005
York University
Bachelor of Arts (BA)
2012 — 2012
Canadian Securities Institute
Canadian Securities Course (CSC)
2015 — 2017
York University - Schulich School of Business
Master of Business Administration (MBA)
2009 — 2009
Investment Banking Institute
Financial Modeling and Business Valuations Course
2021 — 2022
MIT Professional Education
Applied Data Science Program
SKILLS
InvestmentsCompetitive AnalysisFinancial AnalysisPortfolio ManagementMarket ResearchBusiness AnalysisEquitiesFinancial ServicesCapital MarketsTradingMicrosoft ExcelMarketing StrategyMutual FundsFixed IncomeWealth ManagementSalesHedge FundsRelationship ManagementMarketingAsset ManagementProduct MarketingBloombergFinancial MarketsProduct DevelopmentTraining FacilitationRisk ManagementFinancial ModelingCanadian Securities CourseProblem SolvingProprietary TradingModelingAsset AllocationInvestment ManagementAnalyst RelationsStrategic PartnershipsProduct ManagementProduct DemonstrationProcess ImprovementProcess ManagementUnified Managed Accounts
ABOUT ADRIAN JAMES
For nearly two decades, I have helped organizations across North America through…
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