Patrick Graham
Vice President, Regional Sales @Franklin Templeton
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WORK HISTORY
Vice President, Regional Sales @Franklin Templeton
CA
Wealth Professional Awards winner 2022: Wholesaler of the Year!Execute a Province-wide field distribution strategy, to build relationships within the MFDA and IIROC channels.Collaborate and provide leadership for the territory’s AVPs and Sales Associate, to execute strategies identified in our annual business plan.Maintain a strong understanding of who the key competitors are, to compete at the highest levels with our most compelling solutions.Remain a student of the capital markets. Ongoing partnership with our portfolio management teams to offer insights and directions to financial advisors to help influence their buy decisions.Established an ‘Own Your Territory Mindset’ by applying the challenger sales skills.
EDUCATION
Canadian Securities Institute
Fellow of the Canadian Securities Institute Designation- FCSI - 2002, Investments and Securities
Canadian Securities Institute
Chartered Investment Manager designation- CIM -2002, Investment management
Schulich School of Business - York University
Masters Certificate in Sales Leadership - 2015
University of Leicester
Master of Business Administration (M.B.A.) - 2005, Finance, General
ABOUT PATRICK GRAHAM
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