An executive level professional with extensive experience in business development and sales. I like to foster a win-win approach with the individuals I work with. I bring to my network three key aspects:
• Comprehensive industry experience. - With more than 30 years of investment industry ...
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An executive level professional with extensive experience in business development and sales. I like to foster a win-win approach with the individuals I work with. I bring to my network three key aspects:
• Comprehensive industry experience. - With more than 30 years of investment industry experience across a range of positions from Investment adviser, branch manager,trust officer,business development retail sales, wholesaling, management, investment education and individual financial planning.
• Educational expertise. - Beyond the key positions I have held throughout my career, I have also followed several investment industry courses of the Canadian Securities Institute (CSI).In addition, I am a regular contributor to investment industry publications and medias and a guest speaker at industry and seminars events.
• Solutions and business ideas. - Known for providing innovative solutions to enhance business.
This combination of experience, education and creativity provides me with the background to understand challenges, identify opportunities, provide solutions and communicate them to a range of people. In my role, I interact with medias,portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. I strive to instill an unbiased approach, providing a level of integrity with all of the stakeholders that I work with.
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