“I worked alongside Charles at ScotiaMcLeod, where we both began our careers as Registered Representatives. I was quickly impressed by his intellectual curiosity and his deep understanding of broad market trends, qualities that have served him well in his subsequent ventures. He is also an exceptional public speaker, with an open, disarming style that is both engaging and thorough. Above all, he is brilliantly resilient. Despite overwhelming workloads and unrealistic client demands, Charles brought an infectiously positive attitude to work and always kept his chin up. He would make a tremendous addition to any team.”
Charles Taylor, CFA
San Francisco, California, United States
4K followers
500+ connections
San Francisco, California, United States
4K followers
500+ connections
About
I'm a CFA charterholder with over 15 years of experience in sales, business development…
Activity
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📈 The Office of the CFO & Tech Software Market Report: Key Takeaways 📈 With OneStream going IPO four days ago, I found this analysis from AGC…
📈 The Office of the CFO & Tech Software Market Report: Key Takeaways 📈 With OneStream going IPO four days ago, I found this analysis from AGC…
Liked by Charles Taylor, CFA
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Ever wondered why you reach for your phone to pay for coffee but pull out the plastic for a new laptop? 🤔 Our latest blog post dives into the…
Ever wondered why you reach for your phone to pay for coffee but pull out the plastic for a new laptop? 🤔 Our latest blog post dives into the…
Liked by Charles Taylor, CFA
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Are you interested in improving the quality, quantity and timing of your sleep? I am helping a friend with gathering data on sleep and the issues…
Are you interested in improving the quality, quantity and timing of your sleep? I am helping a friend with gathering data on sleep and the issues…
Liked by Charles Taylor, CFA
Experience
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Education
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Golf Team (NCAA Div. I)
Commissioner's Honor Roll
Club Hockey Team
Research Assistant (Dr. Souha Ezzedeen) -
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Licenses & Certifications
Volunteer Experience
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Vounteer Mentor/Coach
San Francisco First Tee
- Present 9 years 8 months
Children
The First Tee of San Francisco is a year-round life skill, golf instruction and mentoring program that uses the principles of golf—discipline, hard work and integrity—to enhance the academic achievement and leadership skills of youth from all backgrounds.
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Varsity NCAA Division I Athlete
George Washington University
• Commissioner’s Honor Roll (Atlantic-10 Conference)
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Volunteer, Event Chairperson
Montreal Junior Chamber of Commerce (JCCM)
- 2 years 4 months
Economic Empowerment
• La Classique Des Gouverneurs 2007.
• Perspectives Économiques 2006. -
Vice Chair of Events Committee
The Digital Moose Lounge
- 1 year 4 months
The Digital Moose Lounge (DML) is the network for Canadian expatriates living in Silicon Valley and the San Francisco Bay Area. Our purpose is to be the first point of contact for new Canadian arrivals to the Bay Area; to connect Canadian individuals and companies locally and in Canada; and to act as a platform to endorse, support and facilitate activities that are of interest to Canadians in the Bay Area.
http://www.digitalmooselounge.us/home.html
Publications
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RONA (ticker: RON-T) Equity Report
CFA Global Investment Research Challenge
Sell-Side Equity Report (Initiating Coverage)
● Comprehensive Business Description
● Industry/Company Analysis
● DCF Valuation/Financial Statement Analysis
● Risk and Scenario AnalysisOther authors -
Languages
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French
Native or bilingual proficiency
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English
Native or bilingual proficiency
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Spanish
Elementary proficiency
Organizations
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Kanawaki Golf Club
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Montreal Athletic Association
Competitor, Squash
- PresentParticipant in competitive squash "box ladder."
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Country Club of Montreal
Club Champion
-Competitor in annual Club Championships since 2005; won first place 3 times.
Recommendations received
1 person has recommended Charles
Join now to viewMore activity by Charles
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We're thrilled to be featured in American Banker's recent article on Mastercard's Start Path accelerator program! The article highlights our…
We're thrilled to be featured in American Banker's recent article on Mastercard's Start Path accelerator program! The article highlights our…
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It's been an incredible journey over the past 2+ years at Novo! Collaborating with some of the brightest minds in fintech, testing cutting-edge…
It's been an incredible journey over the past 2+ years at Novo! Collaborating with some of the brightest minds in fintech, testing cutting-edge…
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I’ve decided to leave Tesla’s Autopilot Team to build Soff (YC S24) together with Raban von Spiegel. At Tesla, I had the privilege to tackle some of…
I’ve decided to leave Tesla’s Autopilot Team to build Soff (YC S24) together with Raban von Spiegel. At Tesla, I had the privilege to tackle some of…
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I am thrilled to share that I have joined Last Mile Food Rescue, Inc. as a board member. Addressing food waste and developing solutions around it has…
I am thrilled to share that I have joined Last Mile Food Rescue, Inc. as a board member. Addressing food waste and developing solutions around it has…
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FinTech developers - I highly recommend attending #fintechdevcon for learning and tech networking. The industry needs those connections.
FinTech developers - I highly recommend attending #fintechdevcon for learning and tech networking. The industry needs those connections.
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