Erin Allen, CIM

Director of Engineering

Toronto, Ontario, Canada14 yrs 4 mos experience

Highly Stable

Key Highlights

Proven track record of achieving significant sales targets.
Expertise in wealth management and investment strategies.
Strong relationship management skills with financial professionals.

Stackforce AI infers this person is a seasoned professional in Financial Services with a focus on investment management and distribution strategies.

Contact

Skills

Core Skills

New Business Development

Other Skills

Sales & MarketingClient RelationsMutual FundsInvestmentsInvestment StrategiesWealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryRetirement PlanningStrategic Financial PlanningSecuritiesRetirementFinancial ServicesFinancial Markets

Experience

Bmo global asset management

6 roles

Director, Direct Distribution

Dec 2024 – Present · 1 yr 3 mos

VP, ETF Online Distribution

Promoted

Jun 2022 – Dec 2024 · 2 yrs 6 mos

VP, ETF Product Management & Strategy

Promoted

Mar 2022 – Jun 2022 · 3 mos

Senior Product Manager

Promoted

Apr 2016 – Mar 2022 · 5 yrs 11 mos

Inside Sales Representative

Promoted

Jul 2010 – Apr 2016 · 5 yrs 9 mos

Maintain high activity levels, and solid partnerships with wholesaling team members, as a collaborative effort to effectively support investment professionals in the region
Successfully achieve sales targets of approximately $20 million per quarter, making Southwestern and Northeastern Ontario among the top regions in the province
Continue to cultivate advisor channel in both regions through ongoing relationship- building, high service levels and responsiveness