Scott Roberts

Scott Roberts Email and Phone Number

Vice President Sales - First Source Mortgage Fund and Westboro Mortgage Investment Corp @ Westboro Mortgage Investment Corp.
ottawa, ontario, canada
Scott Roberts's Location
Toronto, Ontario, Canada, Canada
Scott Roberts's Contact Details

Scott Roberts personal email

n/a
About Scott Roberts

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.

Scott Roberts's Current Company Details
Westboro Mortgage Investment Corp.

Westboro Mortgage Investment Corp.

View
Vice President Sales - First Source Mortgage Fund and Westboro Mortgage Investment Corp
ottawa, ontario, canada
Website:
westboromic.com
Employees:
15
Scott Roberts Work Experience Details
  • Westboro Mortgage Investment Corp.
    Vice President Investment Sales - Funds
    Westboro Mortgage Investment Corp. Apr 2022 - Present
    Toronto, Ontario, Canada
  • First Source Mortgage Corporation
    Vice President Investment Sales - Funds
    First Source Mortgage Corporation Apr 2022 - Present
    Toronto, Ontario, Canada
  • W.A. Robinson Asset Management Ltd.
    Director Of Investment Sales
    W.A. Robinson Asset Management Ltd. Nov 2019 - Aug 2021
  • Stevloc Management Inc.
    Vice President Of Business Development
    Stevloc Management Inc. Aug 2019 - Aug 2021
    Toronto
  • The 6Ix Lending Mic
    Vice President
    The 6Ix Lending Mic Mar 2018 - May 2019
    Toronto
  • Hi-Rise Capital Ltd.
    Vice President Of Investment Sales, Ontario
    Hi-Rise Capital Ltd. 2014 - Nov 2017
    Toronto, Canada Area
  • Walton Capital Management
    Senior Account Manager
    Walton Capital Management 2012 - 2014
    Toronto, On
    Was 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.
  • Walton Capital Management
    Vice President Of Sales
    Walton Capital Management 2009 - 2012
    Ottawa, Canada Area
    Maintained 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.
  • Walton Capital Management
    General Manager Of Sales
    Walton Capital Management 2009 - 2010
    Presided 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,
  • Walton International
    Account Manager
    Walton International 2004 - 2009
    Brought 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.
  • Corporate Telecom Services Inc
    Sales Account Manager
    Corporate Telecom Services Inc 2002 - 2004
    Oakville, On
    Recruited 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.
  • Optima Communications
    Call Center Manager
    Optima Communications 2000 - 2002
    Toronto, On
    Retained 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

Sales Management Leadership Sales Business Development New Business Development Account Management Selling Strategic Planning Negotiation Investments Team Leadership Business Strategy Investment Properties Direct Sales Real Estate Marketing Strategy Key Account Management Key Account Development Key Performance Indicators Salesforce.com Sales Presentations Presentations Seminars Region And Territory Development Planning Budgeting And Forecasting Consultative Selling New Product Issues Resolution Target And Goal Setting Management

Scott Roberts Education Details

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.

Not the Scott Roberts you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.