James Sorenson
Private Investor at Private Investor | Calgary, Alberta, Canada
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Private Investor at Private Investor in October 2014 to Present
First Vice President, Executive Director at CIBC Wood Gundy in May 2012 to July 2016
First Vice President - Resident Manager at CIBC Wood Gundy in October 2007 to June 2012
Regional Director CIBC Wood Gundy at CIBC Wood Gundy in January 2002 to January 2007
Resident Vice President at Merrill Lynch Canada in June 1998 to December 2001
Branch Manager at Midland Walwyn and predecessors in January 1984 to June 1998
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Sales Management
Coaching
Golf
Wealth Management
Investments
Asset Management
Asset Managment
Investment Strategies
Investment Advisory
Mutual Funds
Wealth
Securities
Strategic Planning
Retirement Planning
Asset Allocation
ETFs
Wealth Management Services
Alternative Investments
High Net Worth Individuals
Investment Management
Financial Advisory
Estate Planning
Separately Managed Accounts
Retirement
Strategic Financial Planning
Equities
Portfolio Management
Bonds
Relationship Management
Banking
Fixed Income
Financial Planners
Financial Services
Options
Leadership
Personal Finance
Risk Management
Private Equity
Recruiting
Sales
Due Diligence
Brokerage
Securities Regulation
Credit Risk
Customer Retention
Wealth Preservation Planning
Operations Management
Tactical Asset Allocation
Client Services
Wealth Accumulation Strategies
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Discover more about Private InvestorWhat is James Sorenson email address?
Email James Sorenson at [email protected]. This email is the most updated James Sorenson's email found in 2026.
How to contact James Sorenson?
To contact James Sorenson send an email to [email protected]. (updated on July 05, 2025)
What company does James Sorenson work for?
James Sorenson works for Private Investor
What is James Sorenson's role at Private Investor?
James Sorenson is Private Investor
What is James Sorenson's Phone Number?
James Sorenson's phone (416) ***-*426
What industry does James Sorenson work in?
James Sorenson works in the Financial Services industry.
James Sorenson Email Addresses
James Sorenson Phone Numbers
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