Mark Webster Email & Phone Number

Richmond, Bc, Ca

Richmond, Bc, Ca

Vancouver, Canada Area

Vancouver, Canada Area

I work with an experienced team to expand the bank's Exchange Traded Fund business through western Canada. I direct the retail distribution efforts, working with major brokerages and sophisticated financial planners, and also work with large institutional accounts like pensions and endowments to expand their use of Equity, Fixed Income and specialty ETFs.

Hired to manage the Vancouver and Calgary offices and to raise the quality of service provided by account executives. As a link between the Sales / Service & Operations, ensure institutional clients receive an excellent client experience. Supervised a staff of 9 people.Results:helped to win largest account of 2008, then guided implementation of complex transition from a competitor;aided retention of key clients during severe period of market volatility by increasing number of client presentations to explain impact on pension plans ;provided critical analysis during launch of multi-manager platform to provide clients with enhanced investment alternatives.

Mandate to increase sales of fee-based products & services through ScotiaMcLeod's network of investment advisors. Evaluation/analysis of advisors' clientele & recommendations for tiering & structuring of service agreements. Coaching advisors to diversify their businesses. Presentations to HNI and to institutions.Results:Coaching / mentoring of advisors resulted in drastic improvement in fee-based sales across western Canada, providing more stable revenue for advisors and for the firm;Consulted with advisors on how to improve client service, resulting in less account turnover and fewer compliance issues;Helped advisors to create more effective business models and better time management, which lead to significant increase in Assets under Management for key advisors.

Wholesaler for Eastern Canada (eastern Ontario to Newfoundland), then Western Canada (Manitoba to BC). Responsible for increasing distribution through IDA firms & through financial planners. Explore/negotiate White Label opportunities with smaller financial institutions.Results:Led each region in sales;Trained several inside sales people to become outside wholesalers;Opened distribution through new channels which expanded opportunites for new sales & product launches.Canada Trust - Pensions, Client Services

Senior Account Executive responsible for managing larger pension plans. Responsible for up-selling additional products & services, counselling pension committees on suitable investment strategies and structuring of pension plans. Oversight of Operations teams who administered client transactions.Results:• Maintained full client retention during takeover by TD Bank by making extra presentations to keep clients informed of developments;• Improved investment options for clients by making presentations to employees on asset allocation; • Higher profile for the company in competitive market through participation in industry committees.

Develop own book of business advising clients on all aspects of wealth management, ranging from investments to life insurance.

Hired to expand network of reinsurance contacts for the company's key clients. Consulted with Law Society of British Columbia, Nurse's Association and other key clients on funding their risks and provided insurance and reinsurance suitable to requirements. Results:Provided key clients with wider array of reinsurance choices and better ratesEvaluated the possibility of self-funding of smaller claims to reduce insurance requirements. Adopted by several clients.

Hired to a Management Training Program which included secondments to offices in London and in New York City, as well as intensive underwriting courses in Minneapolis / St. Paul. Rose to become AVP and then to become VP. The company provided financial risk consulting to Big Eight Accounting firms and approximately 40% of the top 100 law firms in the world. Managed Claims department of 26 people.Results:Guided the amalgamation of complex insurance & reinsurance programmes when Big Eight firms mergedResponsible for successful resolution of controversial settlements between some clients and U.S. Regulatory bodies (FDIC / OTS / RTC), for failed Savings & LoansExpanded claims department to ensure client recoveries were improvedSuccessful transition of Captive insurance company from Channel Islands to Cayman IslandsOversaw integration of Claims department with Client Service / Consulting team

M.A., Russian History

Activities and Societies: Teaching Assistant in Russian & eastern European history Master of Arts degree in Russian history; thesis.

B.A., History

D.E.C., Social Sciences

Education record