Cleo Windler

Research Analyst

  • Manitoba, Canada
  • Member since April 4, 2023
  • No Reviews
  • 19 Views
  • 00 Ongoing Projects
  • 00 Completed Projects
  • 00 Services in Queue
  • 00 Completed Services

My vision is to provide insightful and innovative research that empowers  organizations to generate wealth and achieve financial freedom.

Wealth Management Analyst

  • WEALTH BAY
  • February 10, 2009 - September 3, 2023

Analyzed high-net worth client portfolios for risk imbalances• Presented new short-term and long-term asset management solutions• Interacted with clients and worked on a team

VP Wealth Management Credit Analyst

  • VBC WEALTH MANAGEMENT
  • November 10, 2018 - January 1, 2012

Conducted research and analysis to support investment decisions• Developed and maintained financial models• Collaborated with portfolio managers and traders

Chartered Financial Analyst

  • CFA Institute
  • June 7, 2010 - November 7, 2012

Certified Analytics Professional

  • Institute for Operations Research
  • February 4, 2010 - March 9, 2012