Jeff Cocker, Cim® Email & Phone Number

Toronto, On, Ca

Toronto, 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

1 Toronto Street, Toronto, Ontario

At 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.

Toronto, 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

Toronto, 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

Toronto, 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