Jeff Winstanley

VP, Strategic Relationships @Franklin Templeton

Hamilton, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2020 — Present

VP, Strategic Relationships @Franklin Templeton

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Toronto, ON, CA

Responsible for the sales and growth of retail platform relationships for Mutual Fund Trusts, Offering Memorandums, and Separately Managed Accounts. Primary focus on building relationships with head office executives, investment analysts and platform decision makers in Canada.

EDUCATION

1999

Canadian Securities Institute

Canadian Securities Course

2007

Canadian Securities Institute

Financial Management Advisor

2009

Canadian Securities Institute

Canadian Investment Manager

ABOUT JEFF WINSTANLEY

I am an accomplished senior strategic account professional who develops and transforms organizational initiatives into longer term business opportunities. My career has been developed while working at leading investment management firms. My wide range of experience, includes: Corporate Strategy, Business Development, Marketing & Sales, Project Management and Client Support. I am disciplined & focused towards delivering targeted results. My Reputation Has Been Built On- Leadership: I take charge and accountability to institute a firm\'s vision for organizational success- Formulate Strategy: Initiate activities to create long-term business partnerships that lead to the profitable utilization of investment capabilities & services- Build Client Trust: Develop clear needs assessment and disciplined execution.

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