Keith Marshall

Keith Marshall Email and Phone Number

Growth Marketing Advisor, Blue Ripple Group @ Blue Ripple Group
Keith Marshall's Location
Greater Toronto Area, Canada, Canada
Keith Marshall's Contact Details

Keith Marshall personal email

n/a
About Keith Marshall

At Blue Ripple Group, our expertise in new business development and customer relationship management drive my mission to facilitate financial advisors in expanding their client base and enhancing referral networks. With a focus on growth strategies tailored to the Canadian financial sector, we've successfully empowered advisors to forge stronger connections with their communities.Leveraging skills honed during my time in The Investment industry, including Sales and Marketing, our team devises and implements dynamic marketing campaigns that resonate with target audiences. It's about bridging the gap between financial services and digital communication, ensuring every interaction is an opportunity for business growth and client success.

Keith Marshall's Current Company Details
Blue Ripple Group

Blue Ripple Group

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Growth Marketing Advisor, Blue Ripple Group
Keith Marshall Work Experience Details
  • Blue Ripple Group
    Growth Marketing Advisor
    Blue Ripple Group May 2024 - Present
    Mississauga, Ontario, Canada
    Canadian Financial professionals who want to grow their business have two primary needs: Increasing clients and getting referrals. Blue Ripple Group specializes in helping financial advisors grow their community of leads and prospects.
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  • The Successful Investor Inc.
    Account Executive
    The Successful Investor Inc. Jan 2023 - Jun 2023
    Toronto, Ontario, Canada
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  • Td
    Investment Specialist
    Td Sep 2018 - Feb 2021
    Toronto, Canada Area
    Let’s find a financial solution together.
    View
  • Mobile Investment Consultant At Cibc Wealth Management
    Investment Consultant
    Mobile Investment Consultant At Cibc Wealth Management Oct 2017 - Sep 2018
  • Rbc Royal Bank
    Investment Specialist
    Rbc Royal Bank Feb 2016 - Feb 2017
    Toronto, Canada Area
    As an Investment Specialist within The Investment and Retirement Planner Group, I help my clients achieve their financial goals. We do this together with a proven excercise called Your Future by Design.
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  • First Trust Portfolios Canada
    Vice President Sales
    First Trust Portfolios Canada Jan 2013 - Nov 2014
    Toronto
    Headquarted just outside of Chicago, First Trust designs propietary ETF portfolios with disciplined methodologies. Portfolio holdings within their suite of ETFs are known, easy to follow and generally have low turnover.
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  • Lakeview Asset Management (Ci Funds)
    Vice President, Sales
    Lakeview Asset Management (Ci Funds) May 2007 - Oct 2012
    Toronto
    Effectively communicate Lakeview Asset Management's value proposition within the brokerage and Financial Planning community. Consistently find, attract and retain clients through meetings and cost effective events.Lakeview Asset Management is a new division of CI Funds which is the third largest mutual fund company on Canada. Managed by David Burrows, Chief Investment Strategist and Portfolio Manager and Greg Guichon, Portfolio Manager, Lakeview currently has over 670 million AUM as of August 2011.The Disciplined Leadership Approach allows Lakeview to identify market leadership, recognize change early and also gives our Canadian Equity, US Equity and High Income Funds the flexibility to hold cash.
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  • Venturelink Funds
    Vice President, Sales
    Venturelink Funds Nov 2005 - Apr 2007
    Toronto
    Sell the value proposition of VentureLink Funds to Brokers and Financial Planners in my sales territory. Reintroduce VentureLink as a viable labour-sponsored fund and effectively differentiate VentureLink within the labour sponsored asset class.
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  • Roi Fund
    Vice President, Sales
    Roi Fund Nov 2004 - Nov 2005
    Toronto
    Prepared a business plan articulating my sales strategy for the 2005-2006 sales season with a focus on turning prospects into new clients.Delivered compelling presentations to Advisors and Branch Managers on the fund and closed the business.

Keith Marshall Skills

Mutual Funds Hedge Funds Equities Asset Management Financial Planning Business Development Asset Managment Strategic Financial Planning Sales&marketing Wealth Portfolio Management Investments Finance Retirement Planning Capital Markets Wealth Management Management Risk Management Financial Advisory Securities Financial Services Strategy Investment Strategies Investment Advisory Relationship Management Leadership Asset Allocation Sales Alternative Investments Direct Sales Business Relationship Management Customer Retention

Keith Marshall Education Details

  • Canadian Securities Course And Conducts And Practices Handbook
    Canadian Securities Course And Conducts And Practices Handbook
    Investment Funds In Canada (Ific)
  • Dale Carnegie
    Dale Carnegie
  • White Oaks Secondary School
    White Oaks Secondary School
  • York University
    York University
    Bachelor Of Arts - Ba
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Frequently Asked Questions about Keith Marshall

What company does Keith Marshall work for?

Keith Marshall works for Blue Ripple Group

What is Keith Marshall's role at the current company?

Keith Marshall's current role is Growth Marketing Advisor, Blue Ripple Group.

What is Keith Marshall's email address?

Keith Marshall's email address is ke****@****rbc.com

What schools did Keith Marshall attend?

Keith Marshall attended Canadian Securities Course And Conducts And Practices Handbook, Dale Carnegie, White Oaks Secondary School, York University.

What are some of Keith Marshall's interests?

Keith Marshall has interest in Children, Cooking And Current Events, Snowboarding, Reading, Photography, Golf, Architecture, Mid Century Modern Furniture And Design, Mountain Biking, Hockey.

What skills is Keith Marshall known for?

Keith Marshall has skills like Mutual Funds, Hedge Funds, Equities, Asset Management, Financial Planning, Business Development, Asset Managment, Strategic Financial Planning, Sales&marketing, Wealth, Portfolio Management, Investments.

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