CIBC Asset Management

- Represent the lead for the promotion of mutual fund & SMA's within IIROC & MFDA channel in designated Toronto territory
- Develop sales strategies to strike new & strengthen existing key relationships 
- Design and oversee the implementation of sales & business development initiatives, provide investment insight, rationale & ideas to benefit investment management business practices

Director, Regional Sales

TD Asset Management

- Lead for sales in mutual fund & SMA's within IIROC & MFDA channel in parts of Manitoba and Saskatchewan

Regional Vice President

- Responsible for internal sales & lead for all investment management prospective clients throughout parts of Southwestern Ontario

Business Development Manager

- Actively attracted & collected new assets for the Direct Investing channel through face-to-face meetings & presentations
- Consulted on complex trading & options strategies; facilitated hedge fund, private placement initiation; liaised with Wealth/ Private Banking/ Institutional Services to determine best fit

Direct Investing Specialist

Director, Regional Sales for Renaissance Investments (CIBC Asset Management) in charge of sales for parts of Toronto and the GTA.  Focus on maximizing  the fiduciary relationship with clients, in relation to Renaissance products and the investment management landscape.

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