GT

Gram T.

Portfolio Compliance Specialist at CC&L

Gram T. has a diverse range of work experience in the financial industry. Starting in 2017, they worked as a Portfolio Manager for the Student Fund at the University of the Pacific - Eberhardt School of Business. In 2018, they became the Chief Compliance Officer for the SIAS Fund at the Beedie School of Business at Simon Fraser University. In 2020, they joined the Questrade Financial Group as a Client Specialist. Currently, Gram is employed as a Portfolio Compliance Specialist at Connor, Clark & Lunn Financial Group (CC&L).

Gram T. completed a Master of Science (MS) in Finance from the Beedie School of Business at Simon Fraser University, which took place from 2018 to 2019. Prior to that, Gram T. obtained a Bachelor of Business Administration (BBA) in Finance from the University of the Pacific, where they studied from 2014 to 2017.

In addition to their formal education, Gram T. has obtained several certifications. These include the Investment Funds in Canada (IFC) certification from the Canadian Securities Institute, obtained in July 2021. They also completed the Conduct and Practices Handbook Course (CPH®) from the Canadian Securities Institute in April 2021. In August 2020, Gram T. earned the Canadian Securities Course (CSC®) certification from the Canadian Securities Institute. Furthermore, they completed the Certified Banking & Credit Analyst certification from the Corporate Finance Institute® in May 2020, and the Financial Modeling & Valuation Analyst certification, also from the Corporate Finance Institute®, in April 2020.

Links

Peers

View in org chart

Timeline

  • Portfolio Compliance Specialist

    December, 2021 - present

A panel showing how The Org can help with contacting the right person.