Yishai Kurtz

Account Manager at Intelligo Group

Yishai Kurtz has worked in the financial services industry for the past six years. From 2018 to present, they have been employed by Intelligo Group as a Customer Success Manager and Research Analyst. From 2015 to 2018, they worked at Firm Capital as an Investment Analyst and at Terra Firma Capital Corporation as an Analyst. In 2014, they were a Summer Intern at Plus Finances, where they researched and documented new developments in the banking and financial services industry for clients. Yishai also explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.

Yishai Kurtz obtained a Bachelor of Administrative Studies, Specialized Hons. Finance from York University between 2012 and 2015. In 2017, they obtained a certification in Programming Foundations with Javascript, HTML and CSS from Coursera.

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Timeline

  • Account Manager

    February 1, 2023 - present

  • Customer Success Manager

    June, 2020

  • Research Analyst

    January, 2018

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