Marco A.
Senior Associate @Equiton
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WORK HISTORY
Senior Associate @Equiton
Toronto, ON, CA
EDUCATION
Canadian Securities Institute
Investment Advisors Training Program
Canadian Securities Institute
CPH
FINRA Exam
Securities Industry Essentials
Canadian Securities Institute
Alternative Strategies: Hedge Funds and Liquid Alts
York University
Bachelor of Commerce - BCom, Finance, General
Seneca Polytechnic
Diploma of Education, Accounting
Canadian Securities Institue
Investing in Bitcoin: Opportunities and Risks
Canadian Securities Institute
CSC
ABOUT MARCO A.
An innovative and hardworking professional with proclivity for leadership and teamwork functions currently working towards CIM designation. • Strong analytical skills with the ability to perform financial analysis, valuation, and financial modeling using Excel, Bloomberg Terminal, and other financial tools.• In-depth knowledge of financial markets and investment products, including equities, fixed income, derivatives, and alternative investments.• Excellent communication skills with the ability to articulate complex financial concepts to clients, investors, and stakeholders.• Proficient in data analysis and research using tools such as SQL, Tableau, and Python.• Experience in managing and leading teams, as well as working collaboratively in a fast-paced and high-pressure environment.• Strong attention to detail, organizational skills, and the ability to multitask effectively
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