Jeff Cocker, Cim® Email and Phone Number
Jeff Cocker, Cim® work email
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- Valid
Jeff Cocker, Cim® personal email
Jeff Cocker, Cim® is a District Vice President at Manulife Investment Management. He possess expertise in teamwork, sales, business process mapping, trust management, estate planning and 19 more skills. Colleagues describe him as "Well-rounded is what comes to mind when I think about Jeff. I had the pleasure of working and learning from him when we were both employed at Legacy Private Trust. I was particularly impressed with Jeff's knowledge and ability to build strong relationships with our partners and clients. He is a driven, hardworking and supportive individual. As he is always willing to learn, he will excel at whatever he takes on. I am confident that Jeff would be an asset to any team!"
Manulife Investment Management
View- Website:
- manulifeim.com
- Employees:
- 1788
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District Vice PresidentManulife Investment ManagementToronto, On, Ca
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District Vice PresidentManulife Investment Management Jun 2021 - Present -
Business Development ManagerManulife Investment Management Mar 2017 - Jun 2021Toronto, Canada Area- Building relationships and strategic partnerships with financial advisors by offering education and support across mutual fund, segregated fund, SMA and ETF product lines- Developed and implemented successful sales campaigns in territory earning national sales recognition awards in 2017, 2018 and 2020- Ranked 1st Quartile in Environics Advisor Perception survey multiple years; recognized for ranking in top 25% of Internal Wholesalers in Canada for advisor perception of Wealth Management Salespeople
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Account RepresentativeLegacy Private Trust Jul 2013 - Jun 20161 Toronto Street, Toronto, OntarioAt Legacy Private Trust we specialize in professional fiduciary services including the management and administration of trusts, estates, power of attorneys, agencies, guardianships, foundations and tax & accounting services.Responsible for:• Increasing revenue and profit;• Generating new opportunities;• Increasing the company’s Will and POA clients;• Development of a regional business plan identifying methods for client acquisition, expansion and retention, teamwork with operations and sales goals;• Support of company strategic plans and tactics;• Input to the sales aspects of future planning;• Achievement of quarterly and annual sales quotas. -
Commercial Banking Summer Intern, Cash Management Specialist TrainingBmo May 2012 - Aug 2012Toronto, Canada Area• Worked in the Commercial Banking department as an intern; exposed to many training programs with a cash management focus• Worked with a mentor to gain experience with cash management as well as managing commercial accounts• Successfully completed the cash management specialist development program learning about cash management solutions for Canadian and American companies -
Commercial Banking Summer InternBmo May 2011 - Aug 2011Toronto, Canada Area• Worked in the Commercial Banking department as an intern; exposed to many training programs surrounding commercial banking and lending• Worked with a coach who was a commercial account manager, met with Commercial clients to learn about commercial customer relationships• Gained experience in risk assessment by way of evaluating and approving loans for commercial bank customers through analyzing financial statements
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Product Analyst, Process MappingBmo Apr 2010 - Aug 2010Toronto, Canada Area• Worked in the Process Simplification and Technology department, Personal and Commercial Banking • Learned and applied new modeling technology to map Branch processes from both employee and customer perspectives, as part of a major process simplification initiative• Used bank systems to analyze customer transactions for an Anti-Money Laundering and Branch Operations project• Assigned to represent the group on a major project with wealth management partner, Private Client Group• Gained experience with website building and helped co-ordinate a team of programmers for a new bank website
Jeff Cocker, Cim® Skills
Jeff Cocker, Cim® Education Details
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Business/Commerce, General
Frequently Asked Questions about Jeff Cocker, Cim®
What company does Jeff Cocker, Cim® work for?
Jeff Cocker, Cim® works for Manulife Investment Management
What is Jeff Cocker, Cim®'s role at the current company?
Jeff Cocker, Cim®'s current role is District Vice President.
What is Jeff Cocker, Cim®'s email address?
Jeff Cocker, Cim®'s email address is je****@****ife.com
What schools did Jeff Cocker, Cim® attend?
Jeff Cocker, Cim® attended Queen's University.
What skills is Jeff Cocker, Cim® known for?
Jeff Cocker, Cim® has skills like Teamwork, Sales, Business Process Mapping, Trust Management, Estate Planning, Microsoft Office, Website Design, Public Speaking, Team Leadership, Commercial Banking, Family Office, Time Management.
Who are Jeff Cocker, Cim®'s colleagues?
Jeff Cocker, Cim®'s colleagues are Jaime Dasque, Paul Sprinsky, Cfa, João Flausino, Cliff Skinner, Robert Wernic, Mba, Qi Sun, Cfa, Nemia Deciar.
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