Jamie Lloyd, Cim®, Mfa-P™

Jamie Lloyd, Cim®, Mfa-P™ Email and Phone Number

Portfolio Manager, Newport Private Wealth @ Newport Private Wealth
toronto, ontario, canada
Jamie Lloyd, Cim®, Mfa-P™'s Location
Toronto, Ontario, Canada, Canada
Jamie Lloyd, Cim®, Mfa-P™'s Contact Details

Jamie Lloyd, Cim®, Mfa-P™ work email

Jamie Lloyd, Cim®, Mfa-P™ personal email

About Jamie Lloyd, Cim®, Mfa-P™

A Portfolio Manager and wealth management professional with diverse experience in the investment industry. Jamie’s focus is working with high-net-worth private clients on investment & risk management, estate & financial planning and legacy planning at Newport Private Wealth, one of Canada’s leading private wealth management firms for individuals and families across the country.

Jamie Lloyd, Cim®, Mfa-P™'s Current Company Details
Newport Private Wealth

Newport Private Wealth

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Portfolio Manager, Newport Private Wealth
toronto, ontario, canada
Website:
newportprivatewealth.ca
Employees:
53
Jamie Lloyd, Cim®, Mfa-P™ Work Experience Details
  • Newport Private Wealth
    Portfolio Manager
    Newport Private Wealth Nov 2020 - Present
    Toronto, Ontario, Canada
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  • Newport Private Wealth
    Associate Portfolio Manager
    Newport Private Wealth May 2018 - Nov 2020
    Toronto
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  • Newport Private Wealth
    Business Development
    Newport Private Wealth Aug 2013 - May 2018
    Toronto, Canada Area
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  • Xerox
    Account Executive
    Xerox May 2012 - Jul 2013
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Jamie Lloyd, Cim®, Mfa-P™ Skills

Sales Investment Management Leadership Account Management Wealth Management Selling Marketing Business Development Training Customer Service

Jamie Lloyd, Cim®, Mfa-P™ Education Details

Frequently Asked Questions about Jamie Lloyd, Cim®, Mfa-P™

What company does Jamie Lloyd, Cim®, Mfa-P™ work for?

Jamie Lloyd, Cim®, Mfa-P™ works for Newport Private Wealth

What is Jamie Lloyd, Cim®, Mfa-P™'s role at the current company?

Jamie Lloyd, Cim®, Mfa-P™'s current role is Portfolio Manager, Newport Private Wealth.

What is Jamie Lloyd, Cim®, Mfa-P™'s email address?

Jamie Lloyd, Cim®, Mfa-P™'s email address is ja****@****ail.com

What schools did Jamie Lloyd, Cim®, Mfa-P™ attend?

Jamie Lloyd, Cim®, Mfa-P™ attended The University Of Western Ontario, Trinity College Dublin, Etobicoke Colleigate Institute.

What skills is Jamie Lloyd, Cim®, Mfa-P™ known for?

Jamie Lloyd, Cim®, Mfa-P™ has skills like Sales, Investment Management, Leadership, Account Management, Wealth Management, Selling, Marketing, Business Development, Training, Customer Service.

Who are Jamie Lloyd, Cim®, Mfa-P™'s colleagues?

Jamie Lloyd, Cim®, Mfa-P™'s colleagues are Matt Reynolds, Cfa, Mfa-P™, Natasha Benko, Laura Jacobs, Stephanie Norrie, Mary Indelicato, Stephen Hafner, Daniel E. Girard.

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