Mark Jones
Maximized Td Mutual Fund Sales from Independent Financial Planners and Brokers in the South Western Region of Ontariodeveloped a Keen Understanding of my Advisors and their Business and Provided Customized Investment Solutions and Practice Management @TD
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WORK HISTORY
Maximized Td Mutual Fund Sales from Independent Financial Planners and Brokers in the South Western Region of Ontariodeveloped a Keen Understanding of my Advisors and their Business and Provided Customized Investment Solutions and Practice Management Tools that Met the Individual Needs of their Clients and Helped them Grow their Businessworked with Internal Partners to Develop New Marketing and Practice Management Tools to Ensure Consistency of Messaging, Territory Coverage and a Superior Client Experiencedelivered Thirty to Forty Presentations Yearly Ranging in Size from 4 to 250 Advisors while Also Exceeding over 800 One on One Meetingscreated and Managed an Annual Business Plan to Identify Key Opportunities and to Ensure Sales Goals were Achievedaccomplishments - 1st Quartile Environics in 2010 and 2011- 1st Quartile Among Tdam Wholesalers in 2010- Merit Award 2011 and 1st Overall Among Tdam Wholesalers @TD
EDUCATION
University of Guelph
Bachelor of Arts (B.A honours), International Relations and Affairs
Université Pierre Mendès-France (Grenoble II)
Certificiale in Politcal Science, Political Science and Government
ABOUT MARK JONES
I am a highly skilled and experienced mutual fund wholesaler with a proven track record for driving sales.I lead a very process driven team to ensure we engage in the right activity to drive sales.Above all, I listen to my clients to understand their needs so that I can provide them with the right solutions to meet the changing needs of their practice. As their business grows, so does mine.
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