David Larocque, Cfa
About David Larocque, Cfa
David Larocque is a Portfolio Operations Manager at MD Financial Management in Ottawa, Canada, with extensive experience in the investment industry. He has held various roles, including Investment Analyst and Client Portfolio Trader, and is a CFA charterholder, reflecting his expertise in finance.
Work at MD Financial Management
David Larocque has been employed at MD Financial Management | Gestion financière MD since 2017, serving as the Portfolio Operations Manager. In this role, he oversees various aspects of portfolio operations, ensuring efficient management of client investments. Prior to this position, he worked as an Investment Analyst from 2016 to 2017 and as a Client Portfolio Trader from 2015 to 2016. His career at MD Financial Management also includes a role as a Trade Centre Representative from 2013 to 2015, where he was involved in executing trades and managing client portfolios.
Education and Expertise
David Larocque earned a Bachelor of Commerce degree with a focus on Finance from Carleton University, completing his studies from 2005 to 2010. He is a CFA charterholder, which signifies his advanced knowledge and commitment to the investment management profession. This educational background, combined with his professional experience, equips him with a strong foundation in finance and investment strategies.
Background in Sales and Banking
Before his tenure at MD Financial Management, David Larocque gained experience in enterprise sales and licensing administration during his time at Microsoft from 2012 to 2013. He also worked as a Personal Banking Officer at Scotiabank for six months in 2012. These roles provided him with insights into the intersection of technology and finance, enhancing his understanding of client needs and financial products.
Portfolio Operations Experience
David Larocque possesses extensive experience in portfolio operations, having worked in this area for several years. His roles have included managing client portfolios and executing trades on their behalf. This experience has allowed him to develop a strong skill set in portfolio management and operations, contributing to his effectiveness in his current role as Portfolio Operations Manager.
Versatility in the Investment Industry
David Larocque has demonstrated a capacity to adapt to various roles within the investment industry. His career progression from Trade Centre Representative to Client Portfolio Trader, and then to Investment Analyst, showcases his versatility and broad skill set. This adaptability has been a significant asset in his ongoing work in portfolio operations.