John Pagliacci Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario

Driving sales growth of First Asset's ETF lineup through the development of innovative new investment solutions, positioning strategies, marketing collateral and advisory support material.Innovative investment solutions:Ongoing monitoring of market trends and advisor demand, leading to the construction of ETF offerings that help Canadians meet and exceed their financial goals. Ours is not a copy-cat approach, but rather a thoughtful, forward looking assessment of what obstacles we can help advisors and clients overcome with ETF options offering structural and methodological superiority.Positioning strategies:Building brand awareness through the articulation and demonstration of our value proposition. Typically this is accomplished through researching and analyzing competing products, developing model portfolios, hosting interactive advisor webinars, coming up with advertising content and putting together speaking points for our Sales team.Marketing collateral:Developing and updating sales tools, profile pages, advisor email blast content, and educational articles on prominent investment topics.Advisory support material:Value added service provided to investment advisors in the form of custom portfolio analysis and optimization, head-to-head comparisons, and suggestions around the optimal implementation of investment strategies.

Toronto, Ontario

Provided investment solutions to financial advisors based in southern Ontario (London, Windsor, Sarnia and surrounding regions).

Toronto, Ontario

Developed innovative new investment products for sale to both Canadian retail and institutional investors, while also providing ongoing support to drive sales growth of existing mandates. Primary asset class responsibilities included fixed income, Canadian equity and socially responsible investments. Acted as the firm's subject matter expert on two of AGF's most successful mandates, of which I played an instrumental role in bringing to market, being AGF Floating Rate Income Fund and AGF US AlphaSector Class.• Innovation: kept abreast of market news and events, as well as the demands of investors, with a keen eye on identifying what current and future opportunities presented themselves from a product development standpoint• Development: saw product concepts through to successful launch, which required in-depth initial research coupled with ongoing coordination with various internal and external stakeholders to ensure all business requirements were fully met. Creating and presenting sales training materials was also an important function.• Maintenance: acted as a subject matter expert and provided ongoing support to AGF’s Sales force through various means, including: sales tools, advertising content, quantitative and qualitative research, and competitive analysis to name a few. Responsible for AGF subsidiary and third party portfolio manager oversight, which required thorough quarterly due diligence meetings, covering portfolio attribution, risk metrics, investment theses, and outlook.• Rationalization: streamlined AGF’s product lineup by merging funds that exhibited considerable overlap, closed unprofitable mandates, or reinvigorated certain mandates through objective, strategy, or process related enhancements.

Providing valuable research and analysis to numerous internal and external stakeholders in order to drive revenue.Generating statistical reports including, but not limited to: performance, risk, attribution, asset allocation, fund flows, and assets under management.Drafting up presentations for Portfolio Managers and Sales Representatives to be delivered to both existing and potential clients.Completing competitive reviews detailing competitors' products, comparative performance, competitive advantages, and product positioning strategies.Writing monthly investment commentary dealing with economic events and how they contribute to asset allocation and performance.

Serviced clients and investment advisors (IA's) with account and fund related inquiries.Provided a spectrum of services to clients and IA's including information on personal accounts, fund offerings, the mutual fund industry, and taxation.Corrected errors made both internally (by the organization) and externally (by clients/advisors) in order to minimize fund losses to both parties.Created additional sales opportunities from inbound callers through extensive fund, product, and industry knowledge.

Bachelor Of Business Administration (B.B.A.), Business/Commerce, General

Activities and Societies: S.M.I.L.E. volunteer - helped mentally and physically disabled children develop sensory motor skills

Passed Cfa Level 1 Exam

Canadian Securities Course, Investments And Securities