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.
- 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