Keaton Bertles
Vancouver
Summary
Results-driven research professional with a proven track record in TMT equity research and customer-focused insight generation. Former Equity Research Associate at AlphaSense, where I served as the pilot for the panel call program— running expert panel calls to produce high-impact transcripts for institutional clients. Known for strong analytical rigor, deep industry knowledge, and a hands-on, entrepreneurial approach to building scalable research workflows. Adept at leading and mentoring analysts to deliver consistent, high-quality insights in fast-paced, client-facing environments.
Overview
8
8
years of professional experience
Work History
Sales Development Representative
Boomi
01.2025 - Current
- Achieved 157% of quota (Q1) and 215% (Q2)
- Engaged technical and business leaders to uncover integration needs and position Boomi’s value
- Collaborated with AEs to translate complex use cases into tailored solution narratives
Equity Research Associate
Tegus (Canalyst)
11.2021 - Current
- Created, maintained and improved detailed financial models with a focus on TMT.
- Piloted internal Panel Call program, moderating calls of 4-7 industry experts with live listeners to generate insights for top investment firms
- In-depth expert interview research to identify strategic positioning and value drivers
Interim Controller
Aurora Aviation Group
06.2021 - 11.2021
- Assumed controller duties upon a sudden departure, directed all operational accounting functions to prevent entering receivership.
- Navigated loan obligations, disgruntled suppliers, government agencies and employees during and ongoing bankruptcy.
Consultant
IG Wealth (Investors Group)
12.2019 - 04.2020
- Developed client relationships to expand business opportunities.
- Produced financial reports and presented to clients and directors.
Administrative Assistant
IG Wealth (Investors Group)
10.2017 - 12.2019
- Developed administrative processes to achieve organizational objectives.
- Developed and expanded financial planning relationships with clients through loyal and dedicated service.
Education
CFA Level 1
05.2021
Corporate Finance Institute® FMVA
07.2020
Bachelor of Commerce - International Business
Peter B. Gustavson School of Business
08.2019
Skills
- TMT Industry Expertise
- Team Leadership & Coaching
- Cross-Functional Collaboration
- Project & Quality Management
- Stakeholder Communication
- KPI-Driven Performance Management
Timeline
Sales Development Representative
Boomi
01.2025 - Current
Equity Research Associate
Tegus (Canalyst)
11.2021 - Current
Interim Controller
Aurora Aviation Group
06.2021 - 11.2021
Consultant
IG Wealth (Investors Group)
12.2019 - 04.2020
Administrative Assistant
IG Wealth (Investors Group)
10.2017 - 12.2019
Bachelor of Commerce - International Business
Peter B. Gustavson School of Business
CFA Level 1
Corporate Finance Institute® FMVA
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