- Adam holds a Bachelor’s degree in Business Administration with a Minor in Economics from Brock University, ON, Canada. Adam is also licensed to sell Mutual Funds in Canada.
- He holds many financial certifications including Investment Funds in Canada (IFC), Bloomberg Market Concepts (BMC), and Environmental Social Governance (ESG).
- He has experience in Investment Banking and Business Development.
- Adam has provided financial advice and worked in generating leads by qualifying prospects, utilizing CRM systems and conducting market research.
- He has also successfully managed his own investment portfolio for over 3.5 years.
Adam Ferlaino
Senior Analyst
Ontario, Canada