Colin Earle

Manager, Institutional Portfolio Operations at CC&L

Colin Earle has a diverse work experience in the financial industry. Colin started their career as a Summer Assistant at RBC Dominion Securities in 2016. In 2017, they joined Connor, Clark & Lunn Financial Group (CC&L) as an Institutional Portfolio Operations Specialist. Colin then progressed to the role of Institutional Billing Specialist in 2018 and Senior Portfolio Operations Specialist in 2019. From 2020 to 2021, Colin worked as a Senior Analyst in Institutional Portfolio Operations at CC&L. Currently, they hold the position of Manager in Institutional Portfolio Operations at the same company.

Colin Earle began their education at Okanagan School of Business in 2012, where they pursued a Bachelor's degree in Finance. Colin completed their studies in 2016. In the same year, they also enrolled at the Canadian Securities Institute and obtained a degree in the Canadian Securities Course. More recently, Colin Earle passed the CFA Level 1 exam, indicating their commitment to furthering their knowledge and expertise in the finance field.

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Timeline

  • Manager, Institutional Portfolio Operations

    May, 2021 - present

  • Senior Analyst Institutional Portfolio Operations

    October, 2020

  • Senior Portfolio Operations Specialist

    June, 2019

  • Institutional Billing Specialist

    August, 2018

  • Institutional Portfolio Operations Specialist

    July, 2017