James Rollo

James Rollo Email and Phone Number

Internal Sales at BMO GAM @ BMO Global Asset Management
chicago, illinois, united states
James Rollo's Location
Toronto, Ontario, Canada, Canada
James Rollo's Contact Details
About James Rollo

Currently serving as a Business Development Manager for Global X Canada. I develop and execute sales strategies. I exceed sales targets, and deliver value by helping clients grow their business

James Rollo's Current Company Details
BMO Global Asset Management

Bmo Global Asset Management

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Internal Sales at BMO GAM
chicago, illinois, united states
Employees:
289
James Rollo Work Experience Details
  • Bmo Global Asset Management
    Internal Sales
    Bmo Global Asset Management Oct 2024 - Present
    Providing Financial Advisors & Portfolio Managers in Northern Alberta with consultative, solutions based, outcome oriented Financial Products (Structured Notes, Mutual Funds, Segregated Funds) and Services
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  • Global X Canada
    Business Development Manager
    Global X Canada Jul 2021 - Present
    Toronto, Ontario, Canada
    - Formulate and execute comprehensive sales strategy for assigned region - Represent the business and its products to increase market share and grow assets under management- Develop new business relationships and attract new retail clients
    View
  • Global X Canada
    Csr At Global X
    Global X Canada Dec 2020 - Jul 2021
    View
  • Citco
    Investor Relations
    Citco May 2018 - Dec 2020
    Greater Toronto Area, Canada
    Working with hedge funds and institutional investors. Managing their banking, custody, Statements and clients needs. Ensuring compliance with disclosure regulations.
  • Rbc
    Home Equity Closing Officer
    Rbc May 2016 - May 2018
    Toronto, Ontario
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  • Rbc
    Account Service Agent- Home Equity Closing Center
    Rbc Feb 2015 - Feb 2016
    View
  • Jackson Leadership Systems
    Consultant
    Jackson Leadership Systems Apr 2014 - Dec 2014
    Toronto, Canada Area
    I provide professional assistance in constructing and delivering presentations,sales pitches, facilitating discussion, etcThe workshops consist of individual and/or group sessions
  • Amr Law
    Law Clerk
    Amr Law May 2007 - Dec 2011
    251 King St East
    Coordinated information to provide lawyers with relevant case material. Also dealt with processing invoices and administrative tasks. I acquired the ability to work effectively in a deadline driven role. Attention to detail was essential as I dealt with sensitive information.Working with people every day I developed the understanding of the importance of communication and effective employee collaboration.

James Rollo Skills

Time Management Leadership Management Customer Service Analysis Microsoft Excel Public Speaking Teamwork Team Building Strategic Financial Planning Training Team Leadership Budgets Sales Financial Analysis Data Analysis Market Research Research Personal Finance Problem Solving Finance Coaching Access Team Management Administration Event Planning Accounting Powerpoint Strategic Planning Microsoft Word Microsoft Office Toastmasters Mortgage Servicing Forecasting Outlook Budgeting

James Rollo Education Details

Frequently Asked Questions about James Rollo

What company does James Rollo work for?

James Rollo works for Bmo Global Asset Management

What is James Rollo's role at the current company?

James Rollo's current role is Internal Sales at BMO GAM.

What is James Rollo's email address?

James Rollo's email address is jr****@****ail.com

What schools did James Rollo attend?

James Rollo attended Ryerson University, Sauder School Of Business, Seneca College Of Applied Arts And Technology, Humber College.

What are some of James Rollo's interests?

James Rollo has interest in Financial Services, Toastmasters, Investing And Global Economic Issues, Baseball.

What skills is James Rollo known for?

James Rollo has skills like Time Management, Leadership, Management, Customer Service, Analysis, Microsoft Excel, Public Speaking, Teamwork, Team Building, Strategic Financial Planning, Training, Team Leadership.

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