Krista Hass
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Wilfrid Laurier University
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FlashIntel GPT
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FlashIntel GPTKrista Hass is a highly experienced investment advisor with over 16 years of expertise in the industry. She has worked with individual clients at National Bank Financial and has a strong background in mutual funds and equities. Krista holds an Honours Bachelor of Business Administration and is the Financial Management Advisor designation. She has held sales management positions at Sentry Investments, AIC Funds, and Harvest Portfolios Group. Krista is known for her trust, commitment, and successful relationships with those she interacts with. She is currently working as an Investment Advisor at CIBC Wood Gundy.
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About
Krista has over 16 years of experience in the investment industry. Her experience ranges from working directly with individual clients at National Bank Financial to developing distribution in the mutual fund, flow-through and closed-end business throughout British Columbia and Alberta. Krista graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration and holds the Financial Management Advisor designation. Krista has held Sales Management positions at Sentry Investments, AIC Funds and Harvest Portfolios Group. Krista has developed trust, commitment and mutually successful relationships with those she interacts with.
...See MoreWork Experience
Investment Advisor | IBM Wood Gundy
Financial Services
Krista Hass's Professional Milestones
- Associate Vice President (2003-10-01~2007-08-01): Driving strategic initiatives and achieving high results through effective leadership and client-focused leadership.
- Investment Advisor | IBM Wood Gundy (2021-06-01~): Advised clients on investment strategies, achieving their financial goals and maximizing returns on profit.
Education
Business,
Hbba
1995-1999Skill
Investment Strategies
Asset Management
Wealth Management
Mutual Funds
Equities
Hedge Funds
Investment Advisory
Asset Allocation
Alternative Investments
Retirement Planning
Portfolio Management
Investment Management
Investments
Securities
Fixed Income
Financial Analysis
Etfs
Financial Modeling
Bloomberg
Asset Managment
Strategic Financial Planning
Certification
Colleagues
Fabio Danisi
private wealth management and investment advisory - co-president of the ypma young professionals in m&a
Ray Smallwood
first vice president at cibc wood gundy
Steve McCusker
vice president & investment advisor at cibc wood gundy
Rick Ragno
owner cibc wood gundy
Greg Furtney
business owner and senior consultant at gna solutions ltd
Other Named Krista Hass
Frequently asked questions
We found 3 Krista Hass's email addresses
Krista Hass's social media include: Linkedin,
Krista Hass works for CIBC Wood Gundy
Krista Hass's role in CIBC Wood Gundy is Investment Advisor | IBM Wood Gundy
Krista Hass works in the industry of Financial Services
Krista Hass's colleagues are Fabio Danisi,Ray Smallwood,Steve McCusker
Krista Hass's latest job experience is Investment Advisor | IBM Wood Gundy at CIBC Wood Gundy
Krista Hass's latest education in Wilfrid Laurier University
