Matthew Mobilio
Portfolio Manager @Placements Louisbourg Investments
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2024 — Present
Portfolio Manager @Placements Louisbourg Investments
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Vancouver, BC, CA
EDUCATION
2007 — 2009
Douglas College
Diploma, Marketing/Marketing Management, General
2010 — 2014
Douglas College
Bachelor's Business Administration BBA, Finance and Financial Management Services
N/A
UBC Sauder Professional Growth
CFA Level 1 & 2 Prep.
SKILLS
TeamworkMutual FundsRisk ManagementInvestmentsCustomer ServiceFinancial AnalysisMicrosoft OfficeSalesTime ManagementInsuranceTeam BuildingMicrosoft ExcelInventory ManagementInvestment StrategiesBudgetsFinancePublic SpeakingLeadershipFinancial PlanningSocial MediaStock Market AnalysisStock MarketCash Flow AnalysisCash Flow Management
ABOUT MATTHEW MOBILIO
Through my years of employment and education I developed both my technical competency and soft skills both which are required when entering a complex business environment. With a passion for helping individuals save, protect, and manage their money, I educate my clients on building a balanced approach to financial management.
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