Solomon (Sol) Amos Email and Phone Number
Sol is an entrepreneur and proven marketing | business development executive who's built, grown & transformed marketing organizations including start-ups and large global corporations. Recently Sol launched advisorsavvy.com to help consumers find great financial advisors leveraging his passion for client experience and satisfaction.Prior to this, he spent close to a decade supporting advisors across the US, Canada and Hong Kong developing and honing their practice using consumer insight and feedback. Specifically, he led the implementation of the Net Promoter Score (NPS) across CIBC Wealth Management as well as launching the BMO Private Bank brand in Canada, Asia and the US that resulted in several awards including Best Domestic Private Bank-US and Best Private Bank Brand Canada.
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FounderAdvisorsavvy.Com Mar 2019 - PresentToronto, On, CaAdvisorsavvy is a free service that helps consumers find, compare and rate local investment, financial and insurance professionals in good standings through a collective knowledge base of online feedback and reviews.The simplicity of the dynamic platform provides the new and seasoned investor with the ability to sort and filter professional advisors by ratings, categories, language, fees and geo- location, building confidence and trust in the partnership process.
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PrincipalWealth Management Canada Aug 2020 - PresentToronto, Ontario, CaWealth 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. -
Executive DirectorCibc May 2014 - 2018Toronto, 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 -
Global Head Of Marketing & Client Strategy | Bmo Private BankingBank Of Montreal Oct 2008 - May 2014Toronto, 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 -
Director, CrmHolt Renfrew Apr 2005 - Oct 2008Toronto, 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 -
Co-FounderDrive Direct, Digital & Data Agency Jan 2004 - Apr 2005Sold 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.
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Senior Strategic PlannerCossette Jul 2000 - Jan 2004Quebec City, Quebec, CaResponsible 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. -
Account ExecutiveLoyaltyone 1997 - 2000Toronto, Ontario, Ca
Solomon (Sol) Amos Skills
Solomon (Sol) Amos Education Details
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Ivey Business School At Western UniversityGeneral -
Northwood UniversityBusiness
Frequently Asked Questions about Solomon (Sol) Amos
What company does Solomon (Sol) Amos work for?
Solomon (Sol) Amos works for Advisorsavvy.com
What is Solomon (Sol) Amos's role at the current company?
Solomon (Sol) Amos's current role is We help Canadians find great financial advisors..
What schools did Solomon (Sol) Amos attend?
Solomon (Sol) Amos attended Ivey Business School At Western University, Northwood University.
What skills is Solomon (Sol) Amos known for?
Solomon (Sol) Amos has skills like Strategy, Crm, Marketing, Digital Marketing, Analytics, Segmentation, Leadership, Business Development, Relationship Marketing, Business Planning, Integrated Marketing, Strategic Planning.
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