Dan Sumner

Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth

Saskatoon, SK, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Apr 2020 — Present

Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth

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SK, CA

EDUCATION

2002 — 2007

University of Saskatchewan

Bachelor's Degree, Honors

2007 — 2008

Queen's University

Masters

2010 — 2013

CFA Institute

Chartered Financial Analyst

SKILLS

Portfolio ManagementFinancial AnalysisEconomicsData AnalysisInvestment BankingManagement ConsultingFinancial RiskMergers & AcquisitionsStrategyEconometricsStrategic Financial PlanningRisk ManagementBusiness AnalysisBankingManagerial FinanceEnterprise Risk ManagementCreditEconomic ModelingBloombergAnalysisLeadershipEquitiesEconomic ResearchDue DiligenceInvestmentsFinanceCredit AnalysisTreasury ManagementValuationDerivativesBusiness StrategyProject PlanningForecastingBasel IiBusiness PlanningFinancial ReportingCapital MarketsCredit RiskCorporate FinanceFinancial Modeling

ABOUT DAN SUMNER

Self-motivated and independent thinking economic and financial analyst with 10 years experience in the mining, oil and gas and banking industries. Extensive experience examining complex energy and financial data and communicating clear and concise conclusions to internal and external stakeholders. Proven ability to see the big picture, anticipate what needs to get done and effectively use a wide variety of resources to find solutions.

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