Throughout over 25 years of Financial Services experience James Dean has been working for world-class organizations and his own businesses and has picked up and utilized major skills and abilities at every company. Sales, Approval Process, Analytical Skills, Project Initiation, Decision-Making, Annual Planning, Strategic Initiatives, Risk Assessment. Marketing, advertising and sales. And working in both official languages in English and French.Mutual Funds Canada:: Canadian Mutual FundsFOCUS ON DEVELOPMENT OF NEW BUSINESS BY ATTRACTING EXISTING DEALERS AND AGENTS· MAINTAIN AND PROMOTE NEW BUSINESS WITH NEW AND EXISTING AGENTS· DEVELOP MANAGE AND MAINTAIN MARKETING PLAN FOR THE BRANCHES AND DEALERSHIP· SUPPORT TRANSITION FOR DEALERS AND NEW AGENTS· OVERSEE FORMATION OF ADVISORS GROUP LIMITED WITH 20 MUTUAL FUND DEALER/INVESTORS· BACK OFFICE SERVICE GROWTH TO 55+ DEALERS WITH COROLLORY SERVICE ACCESS· CREATE MANAGE AND MAINTAIN INFRASTRUCTURE TO SUPPORT THE ‘ADVISOR CHANNEL’· CULTIVATE NEXT GENERATION SOFTWARE SOLUTIONS WITH KEY INDUSRTY PARTNERS QUALIFICATIONS:EXTENSIVE KNOWLEDGE OF THE MUTUAL FUND INDUSTRYEXPERIENCE IN MUTUAL FUND WHOLESALER/SALES SUPPORT OR MUTUAL FUND/IDA/MGA ADVISOR SALES AND RECRUITINGEXCELLENT ORGANIZATIONAL AND COMMUNICATIONS SKILLS STRONG TESTED MARKET KNOWLEDGE AND MARKETING SKILLSPROFIT MOTIVATED AND ABLE TO WORK INDEPENDENTLY AND IN GROUPSExperience: Mutual Fund Dealer Level 4 Years experience 5Specialties: Financial Guru: Independent Financial Advisor, creator Advisors Group Limited, started: Small Mutual Fund Dealers Assocation, started Mutual Funds Canada Limited Master Mutual Fund Dealer's Group and Back Office Limited a full service Back Office company for Mutual Funds, Segregated Funds, Hedge Funds, Pooled Funds, Exchange-Traded Funds and Labour-Sponsored Funds. Mutual Fund Administration and Compliance. RRSP Registered Education Savings Plans.