Damir Alnsour, MBA, CFA, CIM, PFP 1704 – 8 York Street, Toronto, Ontario, M5J 2Y2 E-mail: dalnsour@gmail.com, Tel: (416) 845-1330 SUMMARY An aspiring asset management professional with continuously progressive wealth management experience. Extensive academic exposure to equity and fixed income analysis & valuation. Curious, inquisitive, and dedicated towards ongoing skill enhancement. Highly capable of building long-lasting relationships ingrained in trust, teamwork, and collaboration. An enthusiastic attitude for complex problem-solving and strategic planning. Financial literacy advocate, photographer, and a Schulich brand ambassador.
EDUCATION Chartered Alternative Investment Analyst (CAIA) – Level II Candidate CAIA Association Chartered Financial Analyst (CFA) CFA Institute Personal Financial Planner (PFP) Canadian Securities Institute MBA in Finance with Distinction – Dean’s Honors List York U – Schulich School of Business – (GPA: 3.9/4.0) Chartered Investment Manager (CIM) Canadian Securities Institute Bachelor of Commerce, International Business University of Victoria
Mar. 2019 Aug. 2017 Sep. 2016 Sep. 2014 – Jun. 2015 Mar. 2010 Sep. 2005 – Aug. 2009
PROFESSIONAL SKILL SET Technical Skills
Multilingualism
● Portfolio asset allocation, financial planning, financial analysis, risk management, SME credit structuring, business development, and Bloomberg terminal experience ● Financial modeling: DCF analysis, trading comparables, transaction precedents, excel macros, sensitivity analysis, M&A, and LBO modeling ● Fluent in English, Arabic, and Serbo-Croatian
WORK EXPERIENCE Financial Planner Jun. 2016 – Present RBC Financial Planning • Providing holistic and tailored financial planning advice to affluent clients, entrepreneurs, and their extended families • Offering exclusive access to one of Canada’s most successful and award-winning asset management platforms, RBC Global Asset Management • Contributing member of the RBC Financial Planning Advisory Board offering strategic line of business insights • Managing, growing, and preserving wealth from cradle to grave, and beyond –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– Senior Financial Advisor Jun. 2012 – May 2014 CIBC Imperial Service • Built strong relationships with various partners within the organization culminating in considerable asset acquisition (35 million CAD in referrals to CIBC’s private wealth division) • Received CIBC’s Quarterly Achievers Award for performing in the top quartile nationally • Grew assets under management from 100 million to 125 million in under two years, substantially exceeding the financial plan and annually agreed-upon targets ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– Investment Advisor Nov. 2011 – Jun. 2012 Acumen Capital Finance Partners Ltd. • Established a client base with various marketing activities such as cold-calling, local newsletter advertisements, Rotary Club involvement, AGM attendance, and word-of-mouth referrals • Designed an effective tracking tool which helped provide exceptional customer service and enabled efficient client contact management while increasing profitability and share-of-wallet • Helped junior advisors by providing insight on how to best organize their practice from an operational perspective