Jd Rothstein

Vice President, Investor Relations @Peakhill Capital

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Vice President, Investor Relations @Peakhill Capital

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Toronto, ON, CA

EDUCATION

1998 — 2006

The Sequoia System

Core 80/20 Wholesaler and Internal Skills, Sales Manager I and II Training Program

2007

Phuel

Diagnostic Selling Workshop, Trained Facilitator

1993

McGill University

B.A, History

2020

IFSE Institute

Exempt Market Proficiency Course

N/A

Canadian Securities Institute

Canadian Securities Course

N/A

Canadian Securities Institute

Portfolio Management Techniques

SKILLS

Asset ManagmentHedge FundsChange ManagementInvestmentsAsset ManagementSecuritiesBusiness DevelopmentWealth ManagementInvestment StrategiesAlternative InvestmentsMutual FundsInvestment AdvisoryBusiness StrategyFinancial ServicesPortfolio Management

ABOUT JD ROTHSTEIN

A highly motivated performer with a strategic and proactive approach to sales amassed from almost 25 years in the sales business. An influential manager with proven leadership, training and mentoring skills. A decisive problem solver with a history of establishing excellent client relationships through strong sales presentation, public speaking and consultative skills.

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Jd Rothstein — Vice President, Investor Relations at Peakhill Capital in Toronto, ON, CA | Unifers