Buddy Herold

Vice President & Product Specialist @Ninepoint Partners

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Vice President & Product Specialist @Ninepoint Partners

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Calgary, AB, CA

Working as a portfolio consultant with advisors across Alberta. Representing the Ninepoint Partners lineup of mutual funds, ETF’s, flow-throughs and alternative investments.

EDUCATION

1992 — 1996

Bishop's University

BA, Economics / Geography

2005 — 2007

Canadian Securities Institute

CIM, FMA, FCSI, Finance

SKILLS

Wealth ManagementBondsAsset AllocationMutual FundsWealthAsset ManagementCapital MarketsEquitiesFinancial ModelingAsset ManagmentInvestmentsFinancial PlannersPortfolio ManagementFinanceSecuritiesInvestment StrategiesAlternative InvestmentsHigh Net Worth IndividualsFinancial ServicesFinancial MarketsFinancial PlanningFinancial Advisory

ABOUT BUDDY HEROLD

A highly motivated and experienced sales executive with proven history of business development success. Possessing high-level consultative and active listening skills and compelling presentation abilities all focused on fostering and building relationships to engage and influence others. Recognized for exceptional business planning and negotiating skills and the ability to develop organize and deliver successful business cases and proposals. A natural leader with an affinity for conflict resolution, coaching and mentoring and a collaborative approach toward the realization of business goals.With a scope of proficiency in: • Mutual Funds • ETF\'s • Alternative Investments • Wealth Management

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Buddy Herold — Vice President & Product Specialist at Ninepoint Partners in Calgary, AB, CA | Unifers