Valeria Ursu, Cfa
About Valeria Ursu, Cfa
Valeria Ursu, CFA, is a Senior Manager of National Accounts at CIBC in Montreal, Canada, with extensive experience in financial analysis and portfolio management.
Title and Current Role
Valeria Ursu is currently serving as the Senior Manager, National Accounts at CIBC. She has held this position since 2018 and continues to work out of the Montreal, Canada area.
Previous Positions at BMO Financial Group
Before joining CIBC, Valeria Ursu worked at BMO Financial Group as a Senior Analyst from 2015 to 2018. She was based in the Montreal, Canada area during her tenure, contributing for 3 years.
Experience at GE Capital
Valeria Ursu accumulated substantial experience while working at GE Capital in various roles. She was a Portfolio Analyst from 2013 to 2015 in Montreal, a Portfolio Analyst for 5 months in 2015 in Toronto, an Assistant Account Manager from 2012 to 2013 in Montreal, and a Risk Analyst from 2010 to 2011, also in Montreal.
Role at CAPREIT
In her early career, Valeria Ursu worked as a Rental Agent at CAPREIT from 2009 to 2010. Her role was based in Ville St-Laurent, where she worked for 9 months.
Education and Credentials
Valeria Ursu studied Finance at Concordia University, achieving a Bachelor’s degree from 2009 to 2011. Prior to that, she studied International Business at Dawson College, obtaining a DEC in 1 year from 2007 to 2008. Additionally, she earned a CFA designation from the CFA Institute.