Solomon (Sol) Amos Email & Phone Number

Toronto, On, Ca

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Toronto, Ontario, Ca

Wealth Management Canada is a free resource for investors. We’re a team of dedicated investment professionals who believe all investors should have access to unbiased information and the best wealth managers.

Toronto, Ontario, Ca

• Implemented the Net Promoter Score (NPS) measurement across all of CIBC’s wealth businesses that created a renewed focus on areas of opportunities increasing the annual score by +4 points• Launched a direct-to-consumer wealth triage centre that secured over $8M in assets within the first 7 months • Established a corporate client segmentation program that drove a refocused marketing program and remodeled the product offering • Spearheaded the launch of the new Private Wealth Management brand and positioning aligning Woody Gundy and the Private Bank under one banner for great client clarity and employee engagement

Toronto, On, Ca

• Implemented a Refer & Win sales campaign across the retail & wealth divisions that generated in it’s 2nd year running close to $3.2 billion in potential referred business up 78% over LY• Implemented a mid-market commercial acquisition program that led to $240M in incremental Wealth assetsGenerated $70M in incremental AUM attributed to development of national Investment Road Shows• Led the development of Private Bank brand value proposition reaching executive approval for national rollout & implementation touching over 600+ professionals

Toronto, Ontario, Ca

• Responsible for Holts’ overall CRM strategy and all direct-to-consumer marketing & analytics• Accountable for Holt Renfrew’s retention & acquisition goals including the Amex card portfolio• Directed all digital efforts including Search, Social and online awareness

Sold agency to a national competitor. As founding partner, developed the business plan, directed the business development and execution process that led to landing several key projects and clients within the first 13 months including a national retail chain with over 90 locations across Canada.

Quebec City, Quebec, Ca

Responsible for multichannel planning for offices across Canada and the US in the direct/database, promotions and digital arena. Specifically focused on leading new client pitches in addition to, the development and assessment of new and existing clients.

Toronto, Ontario, Ca

Master Of Business Administration (Mba), Business Administration And Management, General

Bba, Business