Kevin Jones Cfa Cfp
As a Director of Sales for Manulife Private Wealth, I focus on relationship management to support advisors and... | Toronto, Toronto, Canada
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Kevin Jones Cfa Cfp’s Emails ke****@ma****.com
Kevin Jones Cfa Cfp’s Phone Numbers No phone number available.
Social Media
Kevin Jones Cfa Cfp’s Location Toronto, Toronto, Canada
Kevin Jones Cfa Cfp’s Expertise As a Director of Sales for Manulife Private Wealth, I focus on relationship management to support advisors and affluent clients seeking integrated wealth management and banking solutions. I leverage my financial services and private client experience to help advisors in delivering value-added services to their high net worth clients. I work closely with advisors to assess the specific needs of their clients through a holistic discovery process that enables him to present personalized Manulife Private Wealth solutions. I have nearly twenty years of experience in the investment industry working specifically within the High Net Worth Market.
Kevin Jones Cfa Cfp’s Current Industry Manulife Financial
Kevin
Jones Cfa Cfp’s Prior Industry
Cibc Wealth Management
|
London Life
|
Manulife Financial
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Work Experience
Manulife Financial
Private Wealth Consultant
Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
London Life
Private Wealth Councillor
Sat Nov 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Cibc Wealth Management
Asset Management Specialist
Mon Oct 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Nov 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Kevin Jones Cfa Cfp Email Addresses
FAQ About Kevin Jones Cfa Cfp
-
Kevin Jones Cfa Cfp is located at
Toronto, Toronto, Canada -
Kevin Jones Cfa Cfp is a
As a Director of Sales for Manulife Private Wealth, I focus on relationship management to support advisors and affluent clients seeking integrated wealth management and banking solutions. I leverage my financial services and private client experience to help advisors in delivering value-added services to their high net worth clients. I work closely with advisors to assess the specific needs of their clients through a holistic discovery process that enables him to present personalized Manulife Private Wealth solutions. I have nearly twenty years of experience in the investment industry working specifically within the High Net Worth Market. Manulife Financial -
Kevin Jones Cfa Cfp currently works in the
Manulife Financial -
Kevin Jones Cfa Cfp specializes in
As a Director of Sales for Manulife Private Wealth, I focus on relationship management to support advisors and affluent clients seeking integrated wealth management and banking solutions. I leverage my financial services and private client experience to help advisors in delivering value-added services to their high net worth clients. I work closely with advisors to assess the specific needs of their clients through a holistic discovery process that enables him to present personalized Manulife Private Wealth solutions. I have nearly twenty years of experience in the investment industry working specifically within the High Net Worth Market. -
Kevin Jones Cfa Cfp speaks the following languages:
No languages available. -
Kevin Jones Cfa Cfp has prior experience in the following industries:
London Life , Cibc Wealth Management -
Kevin Jones Cfa Cfp has the following professional experience:
Manulife Financial , London Life , Cibc Wealth Management . -
You can view Kevin Jones Cfa Cfp’s
LinkedIn profile at LinkedIn URL. -
Kevin Jones Cfa Cfp’s work email addresses are
[email protected] . -
Kevin Jones Cfa Cfp works at
Manulife Financial
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