Associate Advisor@ Private Financial Group
Ontario, Canada
Dejan Tegeltija CFP®
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University of Windsor
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Tell me more about Dejan Tegeltija CFP®?
FlashIntel GPTDejan Tegeltija CFP(r) is a highly experienced financial professional with 13.5 years of work experience. He possesses a wide range of skills including portfolio management, mutual funds, relationship management, financial analysis, asset allocation, risk management, and investment strategies. Based in Canada, Dejan has worked in various roles at reputable companies such as Private Financial Group, Carpedia International, BMO, and GE. He has a strong background in financial planning, business planning, investment and portfolio management, and individual and corporate insurance strategies. Dejan's expertise and extensive work experience make him a valuable asset in the financial industry.
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About
Financial Planning | Business Planning | Investment & Portfolio Management | Individual & Corporate Insurance Strategies | Group Benefits
Work Experience
Associate Advisor
Investment Management
Dejan Tegeltija CFP®'s Professional Milestones
- Financial Services Manager (2011-01-01~2011-12-01): Driving financial stability and optimizing operations, enhancing resource utilization and optimizing profitability.
- Associate Investment Advisor (2011-11-01~2013-02-01): Provided expert guidance and support to clients, fostering business growth and profitability.
Education
Business Administration And Management,
General
2006-2010Skill
Portfolio Management
Mutual Funds
Relationship Management
Financial Analysis
Asset Allocation
Risk Management
Investment Strategies
Analysis
Crm
Communication
Thomsonone
Stock Market Analysis
Morningstar
Organization
Process Improvement
Wealth Management
Salesforce.com
Group Rrsp
Etfs
Fixed Income Portfolio Management
Manage Client Relationships
Insurance Planning
Certification
Colleagues
Other Named Dejan Tegeltija CFP®
Frequently asked questions
We found 1 Dejan Tegeltija CFP®'s email addresses
We found 2 Dejan Tegeltija CFP®'s phone numbers
Dejan Tegeltija CFP®'s social media include: Linkedin,
Dejan Tegeltija CFP® works for Private Financial Group
Dejan Tegeltija CFP®'s role in Private Financial Group is Associate Advisor
Dejan Tegeltija CFP® works in the industry of Investment Management
Dejan Tegeltija CFP®'s colleagues are Milco Grespan,Nicholas Bozanich,Peter Dobrich
Dejan Tegeltija CFP®'s latest job experience is Associate Advisor at Private Financial Group
Dejan Tegeltija CFP®'s latest education in University of Windsor
