Tammy Shaw

Senior Account Executive @Empire Life Investments Inc

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

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WORK HISTORY

Jun 2016 — Present

Senior Account Executive @Empire Life Investments Inc

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CA

I have worked in the financial industry for many years, executing sales programs for key institutional relationships and financial advisors, while increasing product awareness and expanding the sales territory. I work in close collaboration with our valued advisor partners, providing product, account and business consultation, and solutions-oriented support. My strengths include client relations and relationship building, communications, sales and asset retention, and an ability to leverage my in-depth knowledge of the financial markets to support advisors and their clients through various product solutions and strategies.

EDUCATION

N/A

The University of Calgary

Bachelor of Arts (BA)

SKILLS

Capital MarketsLeadershipSales & MarketingAsset AllocationSecuritiesInvestment StrategiesContinuing EducationFinancial ServicesInvestment ManagementFinancial MarketsWealth ManagementMutual FundsBrokerageSegregated FundsInsuranceClient Relations SkillsMentoringEtfsCommunicationsFinanceInvestment AdvisoryInvestments

ABOUT TAMMY SHAW

As an investment professional, I specialize in planning, developing and implementing sales strategies for Empire\'s suite of Mutual Funds and Guaranteed Investment Funds (Seg Funds) across Calgary and Southern Alberta. I work in close collaboration with our valued advisor partners, providing product, account and business consultation – and solutions-oriented support. I’ve worked in financial services for many years, executing sales programs for key institutional relationships and financial advisors, while increasing product awareness and expanding the sales territory. I possess expert product knowledge for multiple account types, which gives me – and my clients – a competitive edge. I consider my strengths to be client relations and relationship-building, communications, sales asset retention – and an ability to leverage my in-depth knowledge of the financial markets to support advisors and their clients.

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Tammy Shaw — Senior Account Executive at Empire Life Investments Inc in Calgary, AB, CA | Unifers