William Orr, Cim®, Ris, Ripc
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William Orr, Cim®, Ris, Ripc Email & Phone Number

Vice President, Sales at NEI Investments
Location: Greater Toronto Area, Canada 5 work roles 2 schools
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Current company
NEI Investments
Role
Vice President, Sales
Location
Greater Toronto Area, Canada
Company size
80 employees

Who is William Orr, Cim®, Ris, Ripc? Overview

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Quick answer

William Orr, Cim®, Ris, Ripc is listed as Vice President, Sales at NEI Investments, a with 80 employees, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for William Orr, Cim®, Ris, Ripc.

William Orr, Cim®, Ris, Ripc previously worked as Business Development Manager at Nei Investments and Business Development Manager at Horizons Etfs. William Orr, Cim®, Ris, Ripc holds Course, Chartered Financial Anaylst Level I And Ii Exam Preparation Studies from University Of Toronto.

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Email format at NEI Investments

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NEI Investments

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About William Orr, Cim®, Ris, Ripc

William Orr, Cim®, Ris, Ripc is a Vice President, Sales at NEI Investments. They possess expertise in leadership, portfolio management, investment strategies, business development, investments and 5 more skills.

Listed skills include Leadership, Portfolio Management, Investment Strategies, Business Development, and 6 others.

Current workplace

William Orr, Cim®, Ris, Ripc's current company

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NEI Investments
Nei Investments
Vice President, Sales
toronto, ontario, canada
Website
neiinvestments.com
Employees
80
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5 roles

William Orr, Cim®, Ris, Ripc work experience

A career timeline built from the work history available for this profile.

Vice President, Sales

Current
Nei Investments

Toronto, Canada Area

Mar 2019 - Present

Business Development Manager

Horizons Etfs

Toronto, Canada Area

Providing client support and education for Advisors, Institutions and Individuals to ensure the most efficient trading and utilization of Horizons ETF’s Investment strategies. Developed and strengthened Advisor relationships by maintaining constant communication via daily phone calls, email and meeting activity in achieving an optimal coverage level within the territories. Provided well positioned investment ideas, asset updates, market outlooks and relevant business building ideas. (Toronto, Southern Ontario)

Sep 2015 - Jun 2016

Business Development Manager

Franklin Templeton Investments

Toronto, Canada Area

In partnership with a Senior Advisor Consultant, planned and implemented a distinct business strategy to achieve an annual gross sales target of $125 Million in the GTA region while servicing the needs of existing Advisors with assets over $1 Billion (IIROC only).Developed and strengthened Advisor relationships by maintaining strong daily phone, email and meeting activity to achieve an optimal coverage level within the territory. Provided well positioned investment ideas, asset updates, market outlooks and relevant business building ideas catered to each Advisors book of business. 2015 National Winner of Internal sales presentation competition (VCSS) Virtual Competitive Selling Series. Continuously surpassed quarterly and annual sales and activity targets. Achieved 140% of sales target during tenure from May 2013 to June 2015. Achieved Top Prospecting rank in country by adding 29 new buyers of $250,000 or more and led Ontario with most Advisor meetings booked in 2014.

Apr 2013 - Sep 2015

Direct Associate

Tangerine

Toronto, Canada Area

Established and strengthened client relationships by delivering strong customer service while assisting prospective and existing clients with their daily retail and commercial banking, Investing and lending accounts in both a fast paced call centre environment and in person at our flagship downtown location. Consistently surpassed performance targets and activity metrics leading to sales, customer service and activity awards and recognition. Team Lead for ING Direct Social Committee; responsible for organizing and facilitating employee team building events.

Jun 2011 - Dec 2012
Team & coworkers

Colleagues at NEI Investments

Other employees you can reach at neiinvestments.com. View company contacts for 80 employees →

GC Godwin Changachanga Godwin Changachanga Colleague at Nei InvestmentsZambia View → JR Joel Robinson, Cim®, Ris Joel Robinson, Cim®, Ris Colleague at Nei InvestmentsGreater Ottawa Metropolitan Area, Canada View → JB Jamie Bonham Jamie Bonham Colleague at Nei InvestmentsVancouver, British Columbia, Canada View → FB Frank-Anthony Bertucci, Cfa Frank-Anthony Bertucci, Cfa Colleague at Nei InvestmentsToronto, Ontario, Canada View → TM Tristan Melnik Tristan Melnik Colleague at Nei InvestmentsToronto, Ontario, Canada View → RT Raphael Tavares Raphael Tavares Colleague at Nei InvestmentsMontreal, Quebec, Canada View → CP Cristiano Puente Cristiano Puente Colleague at Nei InvestmentsCajamarca, Peru View → AM Anthony Mannarino, Cim® Anthony Mannarino, Cim® Colleague at Nei InvestmentsCanada View → NZ Natasha Zabaljac Natasha Zabaljac Colleague at Nei InvestmentsHamilton, Ontario, Canada View → AL Adam Ludwick Adam Ludwick Colleague at Nei InvestmentsToronto, Ontario, Canada View →
2 education records

William Orr, Cim®, Ris, Ripc education

Course, Chartered Financial Anaylst Level I And Ii Exam Preparation Studies

University Of Toronto

Passed CFA Level I exam in Decemeber 2013.

FAQ

Frequently asked questions about William Orr, Cim®, Ris, Ripc

Quick answers generated from the profile data available on this page.

What company does William Orr, Cim®, Ris, Ripc work for?

William Orr, Cim®, Ris, Ripc works for NEI Investments.

What is William Orr, Cim®, Ris, Ripc's role at NEI Investments?

William Orr, Cim®, Ris, Ripc is listed as Vice President, Sales at NEI Investments.

Where is William Orr, Cim®, Ris, Ripc based?

William Orr, Cim®, Ris, Ripc is based in Greater Toronto Area, Canada while working with NEI Investments.

What companies has William Orr, Cim®, Ris, Ripc worked for?

William Orr, Cim®, Ris, Ripc has worked for Nei Investments, Horizons Etfs, Franklin Templeton Investments, and Tangerine.

Who are William Orr, Cim®, Ris, Ripc's colleagues at NEI Investments?

William Orr, Cim®, Ris, Ripc's colleagues at NEI Investments include Godwin Changachanga, Joel Robinson, Cim®, Ris, Jamie Bonham, Frank-Anthony Bertucci, Cfa, and Tristan Melnik.

How can I contact William Orr, Cim®, Ris, Ripc?

You can use AeroLeads to view verified contact signals for William Orr, Cim®, Ris, Ripc at NEI Investments, including work email, phone, and LinkedIn data when available.

What schools did William Orr, Cim®, Ris, Ripc attend?

William Orr, Cim®, Ris, Ripc holds Course, Chartered Financial Anaylst Level I And Ii Exam Preparation Studies from University Of Toronto.

What skills is William Orr, Cim®, Ris, Ripc known for?

William Orr, Cim®, Ris, Ripc is listed with skills including Leadership, Portfolio Management, Investment Strategies, Business Development, Investments, Customer Service, Financial Analysis, and Wealth Management.

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