Profile
Phil Cvercko worked as an Associate at Desjardins Securities, Inc. from 2021 to 2023 and at Clearview Advisory from 2020 to 2021.
He earned an MBA from McMaster University in 2019 and completed his undergraduate degree at Western University.
Former positions of Phil Cvercko
| Companies | Position | End |
|---|---|---|
Desjardins Securities, Inc.
 Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Analyst-Equity | 01/04/2023 |
Clearview Advisory
 Clearview Advisory Investment ManagersFinance Part of Digital Insurance LLC, Clearview Advisory is a company that provides retirement plan consulting services. The company is based in Atlanta, GA. Clearview Advisory was acquired by OneDigital Investment Advisors LLC on May 06, 2021. | Analyst-Equity | 01/11/2021 |
Training of Phil Cvercko
| McMaster University | Masters Business Admin |
| Western University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Desjardins Securities, Inc.
Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Finance |
Clearview Advisory
Clearview Advisory Investment ManagersFinance Part of Digital Insurance LLC, Clearview Advisory is a company that provides retirement plan consulting services. The company is based in Atlanta, GA. Clearview Advisory was acquired by OneDigital Investment Advisors LLC on May 06, 2021. | Finance |
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