Charles Gaudreau
Wealth Consultant Director @Envestnet
Laval, QC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2011 — Present
Wealth Consultant Director @Envestnet
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Montréal, QC, CA
Promote the usage of Unified Managed Account technology to investment professionals for their High Net Worth investors in the context of Wealth Management. I help build a process of advise capturing discipline, expertise and fiduciary responsabilities.
EDUCATION
1996 — 1998
Université de Sherbrooke
B.com, Finance
SKILLS
Financial ServicesAsset ManagementRelationship ManagementMutual FundsAsset AllocationEtfsRetirement PlanningFinancial AdvisoryRééducationBusiness DevelopmentWealth ManagementSecuritiesInvestment StrategiesAlternative InvestmentsPortfolio ManagementInvestment AdvisorySeries 7Investments
ABOUT CHARLES GAUDREAU
Wealth Consultant Director at Envestnet
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