Percy Rosenberger
Senior Investment Advisor, Chartered Investment Manager, Associate Portfolio Manager @Pi Financial Corp
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Sep 2016 — Present
Senior Investment Advisor, Chartered Investment Manager, Associate Portfolio Manager @Pi Financial Corp
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CA
EDUCATION
1983 — 1984
York University
Arts/Economics
1985 — 2002
The University of British Columbia
BA, Economics / International Relations
N/A
Canadian Securities Institute
Chartered Investment Manager, Portfolio Management and Investment Strategies
1981 — 1982
University of Calgary
Arts / Economics
2011 — 2017
Canadian Securities Institute
Investments and Securities
1994 — 1995
Athabasca University
CMA Program - Advanced Financial Accounting
1992 — 1993
NAIT (Northern Alberta Institute of Technology)
CMA - CPA - Requisite Courses, Accounting and Business/Management
SKILLS
Strategic PlanningInsuranceEquitiesEconomicsPrivate EquityBusiness DevelopmentWealth ManagementFinancial AnalysisFinancial ModelingMergersStart-UpsEquity ResearchCapital MarketsStrategyBankingMutual FundsRisk ManagementAnalysisCorporate FinanceBusiness PlanningVenture CapitalSecuritiesValuationFinancial ReportingInvestment PlanningManagement ConsultingTradingInvestment BankingDue DiligenceMergers & AcquisitionsInvestor RelationsEntrepreneurshipReal Estate DevelopmentBusiness StrategyFinancial ServicesReal EstateCorporate DevelopmentBudgetsAccountingAsset Management
ABOUT PERCY ROSENBERGER
Goal: Asset Preservation and Consistent Growth…
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