Emily MacKay
- Role
- Wellington Management
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Emily MacKay
I provide relevant and actionable ideas to financial advisors on the West Coast.
Experience
Present
Education
Canadian Securities Institute
Chartered Investment Manager Designation
University of Toronto
Bachelor of Arts (BA)
Canadian Securities Institute
Portfolio Management Techniques
2016
Canadian Securities Institute
Certificate in Advanced Investment Advice
Canadian Securities Institute
Advanced Investment Strategies
2018
Canadian Securities Institute
Wealth Management Essentials
Responsible Investment Association Canada
Responsible Investment Specialist Designation
2020
Skills
- Leadership
- Portfolio Management
- Securities
- New Business Development
- Investments
- Financial Analysis
- Relationship Management
- Strategy
- Investor Relations
- Asset Management
- Financial Planning
- Mutual Funds
- Risk Management
- Investment Strategies
- Strategic Planning
- Fundraising
- Equities
- Marketing Strategy
- Financial Services
- Lead Generation
- Business Development
- Wealth Management
- Fixed Income
- Sales
- Retirement Planning
- Real Estate
- Etfs
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.