Carl Jr Labossiere is a skilled expert, working in Bmo Wealth Management - Canada as a Head of Cross Border Partnerships - Private Wealth Canada since 2016. Carl Jr Labossiere gained professional experience in more than 15 positions at various companies. Carl Jr Labossiere went to the Canadian Securities Institute and received education there from 2002 to 2005. West Palm Beach, Florida is the city, where this person was lastly known to be living. This expert's email address and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Karl Labossiere
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ca**@gmail.com
Location
West Palm Beach, FL
Company
Bmo Wealth Management - Canada
Workplace
Head of Cross Border Partnerships - Private Wealth Canada
Work History
Head of Cross Border Partnerships - Private Wealth Canada
from Dec 2016
Senior Relationship Manager, High Value Clients
8081 Arco Corporate Dr, Raleigh, NC 27617
Senior Relationship Manager, High Value Clients
Feb 1, 2012 — Nov 2016
Discretionary Investment Management, Barbados
Developed a Regional Business Plan for the Caribbean advisory team; - Prepared a business development plan for one of the top 10 Investment Advisors at RBC with the objective to improve asse...
Jan 2011 — Jul 2011
Investment Products Research
Acted as a liaison between the RBC GAM portfolio managers, investment counselors and mutual fund wholesalers with regards to inquiries related to the RBC fixed income mandates
Aug 2010 — Jan 2011
Generalist, Fixed Income Advisory Group
Took active part in building fixed income portfolios for the clients as part of the portfolio advisory team; provided investment advisors with product information and guidance regarding the ...
Jan 2010 — Aug 2010
Associate Investment Banking
Assisted in the origination of M&A opportunities with strong focus on small cap mining and metals companies - Conducted valuation analysis and financial modeling of targeted companies and bu...
Oct 2008 — Sep 2009
Business Development Manager, Broker and Dealer
Active involvement with two Regional Vice Presidents in formulating annual business plans to strategically identify key dealer/client relationships and maximize sales growth opportunities - ...
Dec 2005 — Sep 2008
Relationship Manager, Securitization
Canada Mortgage and Housing Corporation (Cmhc) Société Canadienne D'hypothèques Et De Logement(Schl)
Promoted the MBS/CMB programs and delivered presentations to the Broker/Dealer community (ON, BC, QC) - Oversaw two securitization administrators to ensure timely completion of all deliverab...
Sep 2002 — Nov 2005
Bilingual Investments Representative
245 Summer St, Boston, MA 02210
Fidelity Investments Canada ULC is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. In Canada, Fidelity manages a total of...
Apr 2001 — Sep 2002
Bilingual Mutual Funds Sales Representative
M.R.S Trust Company was established in 1979 .It is a federally regulated trust company and is a member institution of the Canada Deposit Insurance Corporation (CDIC) with approximately 1 bil...
Jan 2001 — Mar 2001
Intern, Program Europe and Asia
2011 Crystal Dr, Arlington, VA 22202
The International Foundation for Electoral Systems (IFES) is an international, non-profit organization founded in 1987.[1] This Washington, D.C.-based development organization provides assis...
Jun 1998 — Aug 1998
Project Analyst Trainee - Private Sector Development Unit
The Inter-American Development Bank (IADB or IDB or BID) is the largest source of development financing for Latin America and the Caribbean.[1] Established in 1959, the IDB supports Latin Am...
Apr 1997 — Jun 1997
Education
2002 — 2005
1997 — 1999
1997 — 1997
Sep 1991 — May 1996
Occupations
Executive
Director
Advisor
Sales Specialist
Relationship Manager
Operations Manager
Account Service Manager
Customer Service
Skills
Investments
Portfolio Management
Wealth Management
Investment Management
Credit
Asset Management
Financial Advisory
Mutual Funds
Fixed Income
Banking
Investment Banking
International Relations
Business Development