Sandra Mills Email & Phone Number

Toronto, Canada Area

Toronto, Canada Area

• Worked with investment managers to understand and communicate performance. Serviced clients by developing monthly and quarterly client reporting materials.o Created product marketing collateral for the support and.
• Key Message Development; defined and communicated value propositions through business channel collaboration. Unified points of similarity (single voice) and positioned unique strengths or differences.o Developed.
• Product Management; created content for the web and traditional print; branded and positioned products across institutional and investment advisor business channels by engaging stakeholders in the process; created.
• Investment Writing & Communications; collaborated with portfolio management teams to write and edit quarterly investment commentaries, and regulatory MRFPs. Responsible for client communication pieces, corporate.
• Brand Management; set standards for public materials and signage. Worked with legal and creative relationships; Advanced BG’s brand through marketing communications and design.
• Project Management; Established a new PowerPoint presentation template and quarterly client reports. Project manager for web site overhaul; design, development and messaging

Toronto, Canada Area

• Website key message development; wrote copy and worked on communicating the firm’s story and positioning its people, investment process, philosophy and products
• Communications & product management; wrote content for request for proposals (RFPs), fact sheets, newsletters, brochures, quarterly investment commentary reports.
• Directed creative process; collaborated with internal teams, wrote copy, directed design and managed supplier relationships.
• Brand management; established guidelines for consistent application

• Part of a seven member advisory group for Nesbitt’s discretionary fee based business.
• Communication intermediary connecting Investment Advisors (needs) and investment managers (solutions). Provided high net worth clients and corporations access to institutional money management.
• Managed Asset Platform; created marketing collaterals and communication pieces in support of the investment advisor network.
• Manager due diligence, performance measurement and evaluation.

• Sales partnership with an Investment Advisor. Serviced retail, offshore corporate and institutional clients.
• Managed client relationships, evaluated the market and executed trading.

Project Management

Marketing Management

Cfa Level 1

Fcsi, Canadian Options Course, Csc