Jeff Simpson
Investment Advisor at Ia Private Wealth
Based in Oakville, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Oakville
Industry
Financial Services
Company size
1.1K
Contact information
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j•••••••@iaprivatewealth.ca
Phone
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Background
About Jeff Simpson
Dynamic, results-oriented sales and sales management professional with an extensive history of creating new business and managing teams with record-setting sales numbers. Strategic thinker known for opening new markets and launching new products across multiple market segments including brokerage firms, financial planners, trusts, institutions, endowments, and foundations. Provide a solutions-based approach to sales that focuses on client needs and creating mutually beneficial relationships. Problem- solver who specializes in negotiating large contracts, and effectively positioning products, regardless of the economic or business climate. Team leader who drives a culture of success by focusing on consistently exceeding targets and expectations.
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