Wealth Advisor at Kumaresan Wealth Management Group, CIBC Private Wealth Management@ CIBC Wood Gundy
Toronto, Ontario, Canada
Paul Mannu, CIM®
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Sheridan College
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FlashIntel GPTPaul Mannu is a highly experienced financial professional with 2.5 years of work experience. He possesses a wide range of skills including financial planning, retirement planning, education savings, and investment selection. Based in Canada-Ontario-Toronto, Paul has a strong passion for investments and the investment industry. He has certifications in derivatives fundamentals and options licensing, as well as certifications in Canadian securities and CPH. Paul has worked at CIBC Wood Gundy as an Associate Wealth Advisor and Senior Private Banking Advisor, gaining valuable experience in the financial services industry.
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About
I have a strong passion for investments and the investment industry. Certifications and licensing: Derivatives Fundamentals and Options Licensing (DFOL) Canadian Securities Course (CSC) Conduct and Practices Handbook (CPH) Wealth Management Essentials (WME) IA 90 day training program Canadian Insurance Course (CIC)
Work Experience
Wealth Advisor at Kumaresan Wealth Management Group, CIBC Private Wealth Management
Associate Wealth Advisor
Financial Services
Paul Mannu, CIM®'s Professional Milestones
- Senior Private Banking Advisor: Provided expert advice on financial matters, contributing to improved client credit ratings and revenue growth.
- Associate Wealth Advisor (2021-04-01~): Secured diverse debt portfolios, maximizing returns for clients.
Education
Skill
Financial Planning
Retirement Planning
Education Savings
Investment Selection
Financial Review
Wealth Building
Financial Advisory
Cash Management
Financial Sales
Debt Management
Strategic Financial Planning
Sales Finance
Equities
Finance
Financial Analysis
Financial Regulation
Financial Services
Fixed Income
Investments
Mutual Funds
Sales
Small Business
Wealth
Wealth Management
Customer Service
Estate Planning
Time Management
Relationship Management
Derivatives Trading
Business Development
Investment Sales
Leadership
Derivatives
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
Rick Ragno
owner cibc wood gundy
Greg Furtney
business owner and senior consultant at gna solutions ltd
Marvin Schmidt
Founder | Principal | Senior Wealth Advisor | IBM Private Wealth | Chair Of Expansion
Other Named Paul Mannu, CIM®
Frequently asked questions
We found 2 Paul Mannu, CIM®'s email addresses
We found 1 Paul Mannu, CIM®'s phone numbers
Paul Mannu, CIM®'s social media include: Linkedin,
Paul Mannu, CIM® works for CIBC Wood Gundy
Paul Mannu, CIM®'s role in CIBC Wood Gundy is Wealth Advisor at Kumaresan Wealth Management Group, CIBC Private Wealth Management
Paul Mannu, CIM® works in the industry of Financial Services
Paul Mannu, CIM®'s colleagues are Fabio Danisi,Ray Smallwood,Rick Ragno
Paul Mannu, CIM®'s latest job experience is Wealth Advisor at Kumaresan Wealth Management Group, CIBC Private Wealth Management at CIBC Wood Gundy
Paul Mannu, CIM®'s latest education in Sheridan College
