Scott Roberts Email and Phone Number
Scott Roberts work email
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Scott Roberts personal email
I am the Vice President of Investment Fund Sales at Westboro Mortgage Investment Corp . I have over 25 years of experience in the alternative investment industry as a leader in both sales and business development. I graduated with my Bachelor of Commerce in 2000 from Carleton University in Ottawa and received my Canadian Securities license in 2007.
Westboro Mortgage Investment Corp.
View- Website:
- westboromic.com
- Employees:
- 15
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Vice President Investment Sales - FundsWestboro Mortgage Investment Corp. Apr 2022 - PresentToronto, Ontario, Canada -
Vice President Investment Sales - FundsFirst Source Mortgage Corporation Apr 2022 - PresentToronto, Ontario, Canada -
Director Of Investment SalesW.A. Robinson Asset Management Ltd. Nov 2019 - Aug 2021 -
Vice President Of Business DevelopmentStevloc Management Inc. Aug 2019 - Aug 2021Toronto -
Vice PresidentThe 6Ix Lending Mic Mar 2018 - May 2019Toronto
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Vice President Of Investment Sales, OntarioHi-Rise Capital Ltd. 2014 - Nov 2017Toronto, Canada Area -
Senior Account ManagerWalton Capital Management 2012 - 2014Toronto, OnWas relocated to Toronto after corporate decision to close all regional offices in Canada.Tapped to preside over critical Ontario accounts. Helped design new product structures and served as a key consultant in the development of new marketing strategies and determination of the saleability of new product offerings.Consistently in the top 2 in gross sales monthly. -
Vice President Of SalesWalton Capital Management 2009 - 2012Ottawa, Canada AreaMaintained intimate and up to date knowledge of all corporate compliance requirements, facilitated and aided in product development. Cultivated a positive company image within the Ottawa region and Western Quebec.Devised and rolled out a sales strategy for the local territory that included educating and working closely with portfolio managers, limited market dealers, exempt market dealers, insurance MGA, Mutual Fund dealers and real estate brokers.Managed, trained, developed and evaluated a sales team of 7 account managers.Established and nurtured constructive, long lasting relationships with key stakeholders, referral partners and business partners.Monitored and reported monthly on team's sales activity and performance against targets and key KPI's.Fielded, delegated, solved and escalated customer and business partner concerns within the territory. Acted as the first point of contact for major issues.Researched and remained abreast of the full spectrum of legal structures, policies, tax situations, compliance changes, regulatory changes, economic conditions and general industry shifts.Developed and reported on annual production plans and targets. Identified existing and potential sales channels in the region and implemented strategies for the increase in production from said channels.Provided monthly forecasts and reported on these weekly during weekly VP sales calls. -
General Manager Of SalesWalton Capital Management 2009 - 2010Presided over critical Ontario Accounts.Grew Ottawa Sales force and managed 7 account managers.Grew sales from <2M annually to 12M annually.Earned solid reputation as a hardworking dedicated professional sales manager.Consistently performed in the top 3 sales managers in the country, -
Account ManagerWalton International 2004 - 2009Brought on Board to lead setup and management of the Company's newly formed Ottawa office.Lead a team of sales reps selling securitized investment products and real estate investment products.Secured new channels with Financial planners, Insurance agents and real estate brokers.Presided over the transition to a Limited Market Dealer for the Ottawa region.
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Sales Account ManagerCorporate Telecom Services Inc 2002 - 2004Oakville, OnRecruited by this telecommunications company to play a dual role of sales/account management. Managed existing accounts and driving new business in the B2B marketplace.Displayed exceptional relationship skills and sales acumen in recruiting several high profile customers that remain in the firms top 5 accounts today.
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Call Center ManagerOptima Communications 2000 - 2002Toronto, OnRetained with this contact centre specializing in the sale of insurance products on behalf of banking institutions such as Scotiabank, RBC, and National Bank, taking the lead in hiring, training, scheduling, coaching, and motivating a team of 65 call centre staff, and delivering a ground-breaking 225% increase in accident insurance sales via strategic pricing.
Scott Roberts Skills
Scott Roberts Education Details
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Commerce -
Business Administration And Management, General
Frequently Asked Questions about Scott Roberts
What company does Scott Roberts work for?
Scott Roberts works for Westboro Mortgage Investment Corp.
What is Scott Roberts's role at the current company?
Scott Roberts's current role is Vice President Sales - First Source Mortgage Fund and Westboro Mortgage Investment Corp.
What is Scott Roberts's email address?
Scott Roberts's email address is sr****@****nal.com
What schools did Scott Roberts attend?
Scott Roberts attended Carleton University, Bishop's University.
What skills is Scott Roberts known for?
Scott Roberts has skills like Sales Management, Leadership, Sales, Business Development, New Business Development, Account Management, Selling, Strategic Planning, Negotiation, Investments, Team Leadership, Business Strategy.
Who are Scott Roberts's colleagues?
Scott Roberts's colleagues are Darren Campbell, Chris Dangerfield, Cpa, Ca, Stephanie Roney, Ross Mchardy, Dan Kelly, Ian Morrice, Anthony Di Perno, Cpa.
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