Keith Marshall
Growth Marketing Advisor @Blue Ripple Group
Toronto, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2024 — Present
Growth Marketing Advisor @Blue Ripple Group
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Mississauga, ON, CA
Canadian Financial professionals who want to grow their business have two primary needs: Increasing clients and getting referrals. Blue Ripple Group specializes in helping financial advisors grow their community of leads and prospects.
EDUCATION
N/A
York University
Bachelor of Arts - BA
2016
Canadian Securities Course and Conducts and Practices Handbook
Investment Funds in Canada (IFIC)
SKILLS
Customer RetentionAsset ManagmentFinancial PlanningAsset AllocationMutual FundsRisk ManagementHedge FundsFinancial AdvisoryBusiness DevelopmentWealth ManagementWealthAsset ManagementSales&MarketingStrategic Financial PlanningInvestment AdvisoryLeadershipInvestment StrategiesAlternative InvestmentsInvestmentsSecuritiesEquitiesPortfolio ManagementRelationship ManagementManagementSalesRetirement PlanningFinanceStrategyDirect SalesBusiness Relationship ManagementCapital MarketsFinancial Services
ABOUT KEITH MARSHALL
With over 15 years of experience in business development and sales leadership, my…
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