Ken Gerry

Regional Vice President - Prairies, Agf Investments Inc @AGF Investments

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2021 — Present

Regional Vice President - Prairies, Agf Investments Inc @AGF Investments

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Calgary, AB, CA

EDUCATION

2017 — 2018

CAIA - Chartered Alternative Investment Analyst

CAIA, Alternative Investments

2010 — 2010

Canadian Securities Institute

EMP - Exempt Market Products, Alterntive investments

N/A

Canadian Securities Institute

Canadian Securities Course

2003 — 2003

CIFP

CFP, Financial Planning and Services

N/A

University of Calgary

BA, Economics, Business

N/A

Canadian Securities Institute

PFP, Financial Planning and Services

ABOUT KEN GERRY

An Authentic Senior Leader Over 20 years of knowledge gained through progressive leadership and sales experience in the investment and consumer products sectors. I am recognized for significant expertise in solving difficult management situations and overcoming adversity to achieve solid business results with and through people. My core values include: being present, acting with unwavering integrity and fairness, and being transparent. Specialties: Team Leadership, coaching and development, business development, wholesaling, sales training, financial planning, recruiting, inside sales, marketing, meeting facilitation, performance management, presentation skills, relationship management, retail sales, sales management, business strategy, territory management, SalesForce.com, budgeting, compensation, ETFs.

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Ken Gerry — Regional Vice President - Prairies, Agf Investments Inc at AGF Investments in Calgary, AB, CA | Unifers