Stephen Rose

Stephen Rose, CFA has over 20 years of work experience in the financial industry. Stephen started their career as an Operations Analyst at Citigroup in 1999. Stephen then moved on to work as a Business Analyst at SS&C Technologies from 2001 to 2006. Following that, Stephen joined Eagle Investment Systems as a Senior Consultant, where they worked until 2011. In 2011, they joined OPSEU Pension Trust as the Manager of Investment Systems Operations and later became the Manager of Business Support Services. Since 2014, Stephen has been working at HOOPP (Healthcare of Ontario Pension Plan), first as the Senior Manager of Investment Data Management and currently as the Director of Investment Data Management and Data Solutions. In their current role, they are responsible for ensuring the accuracy and completeness of investment division data sets, as well as providing leadership to a team of Senior Business Data Analysts.

Stephen Rose, CFA pursued their undergraduate studies from 1994 to 1998 at Carleton University, where they obtained a degree in Commerce with a major in Finance. In addition to their formal education, they also hold two certifications - the Canadian Securities Course from the Canadian Securities Institute (CSI) and the Chartered Financial Analyst (CFA) designation from the CFA Institute. Unfortunately, specific details regarding the months and years in which these certifications were obtained are not available.