Shannon Macpherson

Shannon Macpherson Email and Phone Number

Marketing • Strategic planning • Leadership • Relationship management • Sales • Events • Project management @ Optimize Wealth Management
toronto, ontario, canada
Shannon Macpherson's Location
Toronto, Ontario, Canada, Canada
About Shannon Macpherson

A sales and marketing professional with over 25 years of financial services experience creating and executing a wide range of proven strategies, designed to establish market presence and increase revenue and profitability. A proven team player who leads and motivates cross-functional teams.Specialties: • Strategic planning• Marketing operations • Relationship management• Team lead• Product marketing • Sales • Project management

Shannon Macpherson's Current Company Details
Optimize Wealth Management

Optimize Wealth Management

View
Marketing • Strategic planning • Leadership • Relationship management • Sales • Events • Project management
toronto, ontario, canada
Website:
optimizewealthmanagement.com
Employees:
27
Shannon Macpherson Work Experience Details
  • Optimize Wealth Management
    Vice President Marketing
    Optimize Wealth Management Sep 2024 - Present
    Toronto, Ontario, Canada
    Develop and execute the brand strategy, including market research, advertising and public relations, to enhance the firm's brand and attract new clients.
    View
  • Ia Wealth
    Avp, Marketing Operations
    Ia Wealth Oct 2018 - Dec 2022
    Toronto, Ontario, Canada
    Led a marketing team that is responsible for the planning and execution of all marketing activity for the iA Wealth group of companies (iA Clarington, iA Private Wealth & iA Capital Markets). Oversaw Production, Editorial, Creative Services, Digital & Events teams.
    View
  • Ia Clarington Investments
    Avp, Product Marketing & Communications
    Ia Clarington Investments Jan 2014 - Oct 2018
    Toronto, Canada Area
    Led a marketing team to develop and execute iA Clarington’s marketing strategies and campaigns to create awareness and drive sales of its products and services.
    View
  • One Financial
    Vice President, Marketing & Communications
    One Financial Aug 2011 - Jun 2013
    Reporting to the CEO, responsible for the development of ONE Financial and its products’ brand, advertising, media, creative, marketing communications, performance reporting and vendor management
  • Dundeewealth Inc.
    Director, Product Marketing
    Dundeewealth Inc. Jan 2010 - Nov 2010
    Led the Product Marketing team in developing and implementing strategic product marketing plans that support the full complement of products being offered by Dynamic Funds and its affiliated organizations
    View
  • Aegon Canada
    Senior Marketing Manager, Investment Products
    Aegon Canada Jan 2009 - Jan 2010
    Led Investment Product Marketing for AEGON Canada’s manufacturing divisions, Transamerica Life and AEGON Fund Management; responsible for the investment product marketing strategy and development including advertising, media, creative, marketing communications, and brand
  • Fidelity Investments
    Alliance Brand Manager
    Fidelity Investments Apr 2005 - Oct 2008
    Oversaw the marketing strategy for Fidelity’s products, services and programs in support of the Alliance business which totaled over $11 billion in assets
    View
  • Fidelity Investments
    National Account Manager
    Fidelity Investments Oct 1999 - Apr 2005
    Built and maintained relationships with key institutional contacts within the banks and brokerages
    View
  • Toronto-Dominion Bank
    Account Officer, Investment Lending Services
    Toronto-Dominion Bank Apr 1998 - Oct 1999
  • Trimark Investment Management Inc.
    Customer Service Representative
    Trimark Investment Management Inc. Nov 1997 - Apr 1998
  • Laurentian Bank, Agency Banking
    Investment Lending Officer
    Laurentian Bank, Agency Banking Dec 1996 - Nov 1997

Shannon Macpherson Education Details

Frequently Asked Questions about Shannon Macpherson

What company does Shannon Macpherson work for?

Shannon Macpherson works for Optimize Wealth Management

What is Shannon Macpherson's role at the current company?

Shannon Macpherson's current role is Marketing • Strategic planning • Leadership • Relationship management • Sales • Events • Project management.

What schools did Shannon Macpherson attend?

Shannon Macpherson attended Canadian Securities Institute, University Of Guelph.

Who are Shannon Macpherson's colleagues?

Shannon Macpherson's colleagues are Andrew Puscasu, Omar Nassar, Dave T., Conner J. Cameron, Philip Bielecki, Mahnoor A., Samin Bahrami.

Not the Shannon Macpherson you were looking for?

View similar profiles

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.