Brian Healey Email & Phone Number
@td.com
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Who is Brian Healey? Overview
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Brian Healey is listed as Investment Advisor at TD Wealth Private Investment Advice at TD, a company with 1 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Brian Healey.
Brian Healey previously worked as Investment Advisor at Td and Sr. Manager, Customer Strategy at Td. Brian Healey holds Mba from The University Of Western Ontario - Richard Ivey School Of Business.
Email format at TD
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AeroLeads found 1 current-domain work email signal for Brian Healey. Compare company email patterns before reaching out.
About Brian Healey
As an Investment Advisor, my passion is to help preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies is the foundation of my business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.Who I serve: Families, professionals and business owners. My clients are looking for professional guidance as they want more time to travel, run their business, and pursue interests other than day to day investing, tax planning or other wealth management activities. A personal connection to my clients helps me to stay in tune with their goals so that we are matching our investment decisions to their goals and those of their loved ones.My approach: I support my clients in all areas of their financial life much like a coach supports a high-performance athlete. I help them to make informed decisions based on a strong understanding of where they currently are and where they aspire to be. I help minimize the stress of investing and the complexities that come with managing one's wealth. On a personal note: My family is at the core of the most important decisions in my life. This has shaped the way that I think about accumulating and preserving wealth. As a family we love to spend time together on the water in the summer and in the winter you'll often find us on a ski slope or at a hockey rink.
Listed skills include Retail Banking, Banking, Relationship Management, Portfolio Management, and 13 others.
Brian Healey's current company
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Brian Healey work experience
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Investment Advisor
CurrentHelping Families, professionals and business owners manage their wealth, control for risk and employ tax efficient strategies.
Sr. Manager, Customer Strategy
Strategic planner and lead on several key initiatives aimed to bring pan product solutions to priority customer segments such as Students as well as customer life moments such as Estate settlement, and transitioning into medical/dental from school.
Sr. Manager, Acquisition And Customer Solutions
Subject Matter Expert and Owner for projects related to Digital and Phone Channel sales plan and business: building and implementing roadmap and digital touchpoints for the Personal Savings and Investing (PS&I) business. Co-designed and launched several Digital capabilities to deliver significant YoY sales growth.
Sr. Manager, Marketing Planning
Led Marketing Planning teams of 2-5 Marketing Managers in support of three business lines: Direct Investing, Insurance and Securities. Provided strategic direction and investment of TD's (TD Insurance) largest program marketing budget valued.
Sr. Manager, Customer Analytics
Lead 6 Managers and Analysts to support the central marketing function through leading-edge analytical and modeling work.
Manager, Marketing Planning
Managed the strategic planning of marketing programs in support of TD channels: Online Banking, ATM and the branch network.
Marketing Manager
Managed a multi-million dollar marketing budget with P&L accountabilities on account acquisition for all MasterCard products. Surpassed highest annual new credit card acquisitions for two consecutive years.
Manager Of Marketing Insights
Re-designed the system of campaign analysis, aligning all analysis to the business objectives. Built a dynamic client data matrix that empowered every product group to run a thorough share of wallet analysis, identifying areas of risk and opportunity and to act on segments with relevant offers.
Analytics Consultant
Designed and led implementation of trigger-based marketing to CIBC’s Aerogold card, tripling the number of marketing initiatives that could be executed at one time. Designed customer segments placing every customer on a lifecycle curve based on measurable behaviour flags.
Consumer Database Marketing Analyst
Marketing Analyst
Brian Healey education
Bachelor Of Commerce (B.Com.), Marketing
Frequently asked questions about Brian Healey
Quick answers generated from the profile data available on this page.
What company does Brian Healey work for?
Brian Healey works for TD.
What is Brian Healey's role at TD?
Brian Healey is listed as Investment Advisor at TD Wealth Private Investment Advice at TD.
What is Brian Healey's email address?
AeroLeads has found 1 work email signal at @td.com for Brian Healey at TD.
Where is Brian Healey based?
Brian Healey is based in Toronto, Ontario, Canada while working with TD.
What companies has Brian Healey worked for?
Brian Healey has worked for Td, Td Bank, Citi Cards Canada Inc., Cibc, and Levi Strauss & Co..
How can I contact Brian Healey?
You can use AeroLeads to view verified contact signals for Brian Healey at TD, including work email, phone, and LinkedIn data when available.
What schools did Brian Healey attend?
Brian Healey holds Mba from The University Of Western Ontario - Richard Ivey School Of Business.
What skills is Brian Healey known for?
Brian Healey is listed with skills including Retail Banking, Banking, Relationship Management, Portfolio Management, Strategy, Business Analysis, Financial Analysis, and Marketing Strategy.
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