Pooja Sharma

Consumer Services

Finance

Profile

Pooja Sharma worked as an Equity Research Associate at Echelon Wealth Partners, Inc. from 2019 to 2020.
She completed her undergraduate degree from the University of Rajasthan in 2005 and her graduate degree from The Stephen J.R.
Smith School of Business in 2018.

Former positions of Pooja Sharma

Companies	Position	End
Echelon Wealth Partners, Inc. Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.	Analyst-Equity	2020-11-30

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Training of Pooja Sharma

The Stephen J.R. Smith School of Business	Graduate Degree
University of Rajasthan	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	1
Echelon Wealth Partners, Inc. Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.	Finance