District Vice-President, Sales
Current• Educate financial advisors and their clients on CI Global Asset Management (mutual funds, ETF’s, Segregated funds, closed end funds, hedge funds, liquid alternatives, structured products, tax efficient products and strategies) as well as information on the capital markets and current Industry regulations through individual meetings, events, workshops and presentations.• Meeting with these Financial Advisors for training, sales ideas, seminars, branch trainings, sales meetings and other related activities to help increase CI market share and build their business.• Organize and facilitate presentations, and portfolio manager events for Financial Advisors and their clients