• Expand Advisor sales capacity and ETF usage nationally.• Enhance product and brand distribution within strategic Bank Brokerage and Independent Dealer networks.• Partner with Investment Professionals to promote, educate and service their ETF business.• Engage in product consultation, management and modeling as it relates to Thematic Investing.• Help Advisory Teams build and execute better business and portfolio construction strategies.• Introduce socio-economic shifts and… Show more • Expand Advisor sales capacity and ETF usage nationally.• Enhance product and brand distribution within strategic Bank Brokerage and Independent Dealer networks.• Partner with Investment Professionals to promote, educate and service their ETF business.• Engage in product consultation, management and modeling as it relates to Thematic Investing.• Help Advisory Teams build and execute better business and portfolio construction strategies.• Introduce socio-economic shifts and the underlying investments that benefit from such trends.• Deliver investment and product analysis, serve as technical and subject matter expert.• Partner with Management to support various sales, marketing, product and client initiatives. Show less

• Expand line of business with Investment Professionals throughout IIROC and MFDA dealerships.• Proven ability to grow sales and revenue targets through client acquisition.• Possesses expert product knowledge in Mutual Funds, ETFs and alternative insurance solutions.

• Represented a private financial advisory practice under Assante Capital Management. • Tailored solutions and advice as they related to investment, tax, estate and retirement needs.

• Provided access to investment solutions in Asia, Central & South America and Emerging Europe.• Raised $36MM of capital in 45 days for a new Corporate Bond IPO.

• Lead Sales Team to market and promote Russell's Investment Manager research within Ontario.• Increased product distribution, expand marketshare within IIROC and MFDA dealerships.