Chris Sheridan, Cfa Email and Phone Number
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Chris Sheridan, Cfa personal email
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A seasoned sales professional with a deep understanding of the investment management and capital markets businesses, I have developed extensive client relationships with institutional investors and asset managers across Canada. As the investment industry has evolved, my career has spanned both active and passive investing from single security analysis to exchange traded funds (ETFs) through to index investing including factor-based investing and environmental, social, and governance (ESG) considerations. Conducting myself with the highest integrity, I am able to build the trust of clients and colleagues. This, along with my sales mindset and analytical background allows me to both, understand and meet, the needs of clients with value added ideas and solutions. A long-time volunteer with the CFA Society Toronto, my current position on the Board of Directors provides the opportunity to grow my skill set and relationships while at the same time, giving back to the industry.
Fitch Solutions
View- Website:
- fitchsolutions.com
- Employees:
- 51
- Company phone:
- +1 212 908 0800
-
Director Sales Account Management, CanadaFitch Solutions Mar 2022 - PresentLondon, Gb
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Vice President, Client Coverage- CanadaMsci Inc. Sep 2015 - Mar 2022New York, Ny, Us• Using MSCI’s leadership position in global index investing, factor investing, and ESG, communicate investment themes and MSCI’s research findings to Canadian asset managers and investment dealers.• Taking a consultative approach, work with clients to identify solutions using MSCI’s global equity index data that will assist them in growing their assets under management and grow MSCI’s business in Canada.• Work closely with senior level executives including CIOs, portfolio managers, and product and marketing heads with the goal of becoming their trusted partner. -
Senior Vice President, Institutional SalesHorizons Exchange Traded Funds Jan 2010 - Mar 2015Toronto, Ontario, Ca• Charged with building the institutional ETF business, I used my thorough knowledge of ETFs and extensive client relationships to increase ETF usage among Canadian money managers including pension funds, mutual funds, hedge funds and portfolio management firms. Efforts resulted in helping to grow firm AUM by $2.6 billion.• Grew assets by earning client’s trust through understanding their business needs, providing thoughtful solutions, and conducting myself with the highest degree of integrity and professionalism.• Stayed current in financial markets to foster relevant and meaningful discussions with clients regarding strategies and solutions across a range of asset classes including equity, fixed income, commodities and alternatives to illustrate the utility of ETFs. • Worked closely with investment dealers/ market makers to ensure they understood our products and that they remained top of mind. Handled trading related queries/discussions. -
Institutional Equity SalesCibc World Markets Apr 2007 - Jul 2009Toronto, On, Ca• Built and maintained strong relationships with Toronto based institutional money managers with differing investment styles including Value, Growth and Hedge Funds. • Marketed CIBC equity research product and leveraged analytical research background to generate effective and actionable trade ideas. Client response was very positive with commission revenues increasing significantly (100-300%) from a number of accounts.• Successfully sold the new issue and follow on offerings of corporate clients. -
Equity ResearchBlackmont Capital Jan 2003 - Dec 2006• Provided investment research coverage on companies in the Business Trust sector. Performed fundamental research including forecasting financials & meeting with management teams to arrive at timely investment recommendations and trade ideas. • Presented my research in both written reports and presentations to Sales, Trading and clients.
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Senior Financial AnaylstTd Bank Group Feb 2001 - Jan 2003Toronto, Ontario, Ca -
Investor Services RepresentativeTrimark Investment Management Jan 1997 - Sep 1998
Chris Sheridan, Cfa Skills
Chris Sheridan, Cfa Education Details
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Canadian Securities InstituteCsc & Cph -
Cfa InstituteCfa Charterholder
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Schulich School Of Business - York UniversityFinance
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Western UniversityPsychology
Frequently Asked Questions about Chris Sheridan, Cfa
What company does Chris Sheridan, Cfa work for?
Chris Sheridan, Cfa works for Fitch Solutions
What is Chris Sheridan, Cfa's role at the current company?
Chris Sheridan, Cfa's current role is Director Sales Account Management, Canada at Fitch Solutions.
What is Chris Sheridan, Cfa's email address?
Chris Sheridan, Cfa's email address is ch****@****sci.com
What is Chris Sheridan, Cfa's direct phone number?
Chris Sheridan, Cfa's direct phone number is +141660*****
What schools did Chris Sheridan, Cfa attend?
Chris Sheridan, Cfa attended Canadian Securities Institute, Cfa Institute, Schulich School Of Business - York University, Western University.
What are some of Chris Sheridan, Cfa's interests?
Chris Sheridan, Cfa has interest in Children, Education, Economic Empowerment.
What skills is Chris Sheridan, Cfa known for?
Chris Sheridan, Cfa has skills like Etfs, Equities, Investments, Equity Research, Capital Markets, Hedge Funds, Mutual Funds, Portfolio Management, Institutional Investments, Alternative Investments, Securities, Fixed Income.
Who are Chris Sheridan, Cfa's colleagues?
Chris Sheridan, Cfa's colleagues are Marie Forth, Anna-Marie Baisden, Esha Harania, Max T., Zhen Chen, Shanice Soh, Connor Bell.
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