Bryan Mitchell, Cfa Email & Phone Number

Toronto, Canada Area

• Providing administrative and sales support for two high-performing Wealth Management Sales Teams, each team consisting of an Internal Wholesaler and a District Vice President, and servicing over 900 financial advisors across Ontario accounting for C$3 billion in assets under management• Engaging in the development, monitoring, and execution of the teams' Territory Business Plans, with a combined annual sales target of C$400 million in mutual funds and segregated funds• Working directly with advisors to administer dealer support requests, taking ownership of the cooperative marketing process from start to finish• Generating and analyzing asset, sales, and territory reports and maintaining current advisor records in SalesForce• Conducting diagnostics and comparisons of fund portfolios through Morningstar Workstation to produce client ready reports that include performance measures and market analysis• Managing email distribution lists, organizing and executing e-marketing campaigns• Processing, tracking and maintaining all territory expenses via Concur, while ensuring budgets are upheld• Administering interpretation, guidance, education, and clarification of rules, regulations, and corporate policies to sales teams and advisors

Mississauga

- Responsible for system coding, building and producing customized group new business contracts, and creating highly detailed employee booklets to match the contract. - Accountable for on going policy amendments for existing client base - Effectively worked in a team setting to meet all deadlines while handling a high volume of tasks/project

Managed a group of fifty Leaders-In-Training, assisting LIT's in the development of conflict resolution and problem solving skills along with creative programming that is necessary to be successful in supervision of an assigned cabin. Conducted bi-weekly performance appraisals, highlighting areas of improvement for the Leaders-In-Training. As a senior manager, I was responsible for satisfying customer inquiries, event planning, managing budgets and various administrative tasks.

Master Of Finance

Bachelor Of Commerce - Bcom