Bio

- More than 25 years of experience in securities and financial products sales and, latterly, product origination on global platforms. - 12+ years in association management in local (CAIA Toronto), national (AIMA Canada), and global (CAASA) organizations. - Demonstrated ability to create innovative products and enhancements in highly time-sensitive and challenging environments. - Achieved relationship-based, consultative ‘sales’ targets. - Team-oriented leadership of diverse groups—achieved objectives within various relationship and cultural settings. - 5 years’ experience as Investment Advisor, CIM designation, CFA Level I: qualified as Associate Portfolio Manager under NI 31-103 - Regular public speaker and active in industry associations to build competencies and meaningful relationships. Specialties: Product origination and management Alternative investments (FoHF, private equity, private real estate, structured products/notes; derivatives) Marketing and Branding Business Development Canada, Korea, India and offshore. FYI: You will only see connections we share. Please only send a connection request if we have met, had a phone call, or exchanged emails.