Matthew Mobilio

Portfolio Manager @Placements Louisbourg Investments

Vancouver, BC, CA
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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Matthew Mobilio — Portfolio Manager at Placements Louisbourg Investments in Vancouver, BC, CA | Unifers