Todd Schell

Project Manager @Wellington-Altus

Burlington, ON, CA

Managed the launch of new ‘Independent Advisor Solutions (iAS)’ Investment Fund Manager line of business including 5 new Offering Memorandum Funds• Managed the implementation of the 5 new iAS Funds into Wellington Altus’ Private Platinum Portfolios program including Compliance Regulatory filings, Client Communications, and Operational Readiness• Managing Wellington Altus Private Wealth’s repatriation of trading and administration for the program from National Bank Financial• Managing the implementation of Global Relay’s archiving and monitoring tools for Compliance monitoring of emails, Text/WhatsApp messages, and Social Media accounts• Proficient in the use of Microsoft Tools for the administration of assigned projects, including Teams, Sharepoint, Project, Word, Excel, Powerpoint etc.• Preparation of regular project reporting including presentations at the Project Team level, Control Group level, and Executive Leadership level• Mentoring Jr. Project Managers