David Potok
Senior Investment Advisor, Associate Portfolio Manager @CIBC Wood Gundy
Toronto, ON, CA
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2025 — Present
Senior Investment Advisor, Associate Portfolio Manager @CIBC Wood Gundy
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Toronto, ON, CA
SKILLS
SecuritiesInvestmentsMutual FundsPortfolio ManagementCapital MarketsFixed IncomeAsset ManagementInvestment AdvisoryWealth ManagementRetirement PlanningAsset AllocationFinancial PlanningInvestment StrategiesVenture CapitalEquities
ABOUT DAVID POTOK
Senior Investment Advisor Associate Portfolio Manager
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