Derek Kreimes, Cim® Email & Phone Number

Montreal, Quebec, Canada

Member of the Global Product team. Serve as a product expert and business leader on specific MFS strategies with a primary focus on key sub-advisory relationships. Collaborate with a broad group of functions across the organization, such as investment management, distribution, marketing, legal, compliance and operational groups, to position and support assigned capabilities with the objective of growing and retaining assets. Responsible for all aspects of investment product management, including conducting product presentations and related macro insights, performing competitive analysis, supporting product development efforts, supporting the creation and maintenance marketing collateral, writing portfolio positioning and attribution commentary, as well as other ad-hoc activities.

Montreal, Canada Area

Working alongside the regional director, I use my knowledge of investment products and the industry to help financial advisors and portfolio managers find the right tools to meet their client's investment objectives.- Provide specialized knowledge on a large scope of investments. Including: country specific allocation funds, Global Managed Portfolios and ETF portfolios. - Assist in the fabrication of bespoke guaranteed income strategies by employing annuities and segregated funds.

Montreal, Canada Area

Executed trades on equities, fixed income, options, FX and commodities with a perfect track record of zero trade errorsTrained and guided clients on market mechanics and internal trading platformsCreated strategic propositions for clients resulting in C$10M+ of new Assets under AdministrationRe-imagined career rotation procedures and implemented a national system for career developmentCollaborated with employee engagement committee, consisting of key personel, to communitcate & present key findings of employee engagement studies to senior executivesConducted research of the competitive talent acquisition landscape and provided recommendations to improve negative attritionContent advisor to our financial editorial team as part of initiative to digitally enable the brand

Montreal, Canada Area

Audited strategic meetings and assisted in the launch of a new media project Edited and advised on partnership proposals between two publishing companies Worked with vice president to create an innovative business model for a new digital business line

Learned how to become an “overnight expert” in a large spectrum of subjects Collected and interpreted information to create entertaining, informative and insightful reports Managed time (travel, research, interviewing, writing) effectively to meet strict deadlines

Bachelor Of Commerce (Bcomm), Finance, Marketing

Major in finance minor in marketing. I intend to complete MBA and CFA in the future. My primary involvement was outside of school helping.

Diploma Of College Studies, Social Science, Commerce Mathematics And Economics

A combined program of social science, mathematics and economics created a broader knowledge outside the world of business while allowing.