Ben Finney has a strong background in the financial industry. Ben currently holds the position of Vice President, Platforms, Products & Services at Richardson Wealth since June 2023. Prior to this, they served as President of BMO Nesbitt Burns Securities Ltd. at BMO Private Wealth from June 2021 to May 2023. In addition, they held the role of Director, Product Governance at BMO Private Wealth from December 2020 to May 2023. Their earlier experience at BMO Nesbitt Burns includes roles such as Senior Product Manager, Product Manager, Portfolio Manager Associate, Associate Product Manager, and Product Specialist. Ben also gained valuable experience as a Consulting PM and Product Development Intern at BMO Nesbitt Burns in 2012 and 2011.
Ben Finney attended Lake Forest College from 2009 to 2013, where they obtained a Bachelor of Arts (B.A.) degree in Business and Communications. Prior to that, they attended Trinity College School Alumni from 2001 to 2008, but no degree or field of study was specified for that period. In terms of additional certifications, they obtained the Series 24 certification from FINRA in 2021, the Series 63 and Series 7 certifications in 2020, and the Securities Industry Essentials certification from FINRA in 2019. Ben also completed the Canadian Securities Course, although the year of completion was not specified.
Sign up to view 0 direct reports
Get started