Krystian U.
Senior Vice President, Apm @Bridgeport Asset Management Inc
Toronto, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
May 2023 — Present
Senior Vice President, Apm @Bridgeport Asset Management Inc
View department →
Toronto, ON, CA
Designed and currently leads the national advisor referral platform to grow firm AUM- Licensed APM- Built and executed targeted sales campaigns to activate and grow advisor relationships- Developed advisor education content, tools, and whitepapers- Managed onboarding and transitions of client portfolios across multiple dealer channels
ABOUT KRYSTIAN U.
Strategic and client-focused investment professional with 28+ years of experience in the…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.