John Killeen

Managing Director, Corporate Development @Optimize Wealth Management

Toronto, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2025 — Present

Managing Director, Corporate Development @Optimize Wealth Management

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Toronto, ON, CA

EDUCATION

N/A

Dalhousie University

Bachelor of Arts - BA

N/A

University of Toronto - Rotman School of Management

Advanced Leadership Program

SKILLS

FinanceBondsMarketing StrategyCustomer ServiceMarketing CommunicationsBusiness PlanningCoachingMarketingAnalysisTeam BuildingProduct ManagementIT StrategySales OperationsDirect MarketingProcess ImprovementMutual FundsWealth ManagementFinancial ServicesMarket ResearchSales ProcessRelationship ManagementCrmSalesInvestment StrategiesCompetitive AnalysisProject PlanningSales ManagementCross-Functional Team LeadershipStrategic Financial PlanningStrategyEntrepreneurshipSeparately Managed AccountsEtfsTeam Leadership

ABOUT JOHN KILLEEN

As a Senior Sales Executive, I lead diverse asset management distribution teams, developing multi-channel distribution strategies to drive growth across mutual funds, segregated funds, alternative investments, SMAs, payout annuities, trust, and insured GICs. A passionate advocate for the value of financial advice, I am committed to improving the outcomes for investors across Canada. Working closely with top-rated external and internal wholesalers, national accounts, sales enablement, and training and development teams, I spearhead retail growth initiatives, including territory expansion, enhanced channelization coverage, and the implementation of comprehensive compensation frameworks. Leading with vision and an entrepreneurial spirit, I foster a collaborative culture that inspires excellence, innovation, and results.

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John Killeen — Managing Director, Corporate Development at Optimize Wealth Management in Toronto, CA | Unifers