Jonathan Georges

Vice President, Wealth & Asset Management Solutions @Equisoft

Ottawa, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

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

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WORK HISTORY

Apr 2010 — Present

Vice President, Wealth & Asset Management Solutions @Equisoft

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I have been providing Equisoft’s Wealth & Asset Management Solutions division with strategic leadership in the areas of product and business development since 2010. My experience with product development, product management, and the marketing and sales of investment products allows our team to better understand the needs of our clients and ultimately offer them the most appropriate digital business solutions.

EDUCATION

1993 — 1996

Concordia University

Bachelor

2004 — 2004

Canadian Securities Institute

Fellow of the Canadian Securities Institute (FCSI)

2020 — 2020

Harvard Online

Certificate

2002 — 2002

Canadian Securities Institute

Chartered Investment Manager (CIM)

SKILLS

Business StrategyBusiness AnalysisInvestment StrategiesBusiness DevelopmentWealth ManagementProduct ManagementRelationship ManagementMarketingInvestmentsNew Business DevelopmentMutual FundsStrategic PartnershipsProduct DevelopmentFinancial ServicesCrmBusiness Relationship ManagementStart-UpsMarket ResearchAsset ManagementCustomer Relationship Management (Crm)

ABOUT JONATHAN GEORGES

I’ve spent 25+ years at the intersection of wealth management, asset management and…

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