Michael Yablonsky
Head of Wealth Management at Kawartha Credit Union
Based in Toronto, Canada
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Seniority
C-Team
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
273
Contact information
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m•••••••@kawarthacu.com
Phone
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Background
About Michael Yablonsky
A senior leader who, for the past 20 years has consistently built successful high-performing investment sales teams. I am a relationship builder who brings a positive, collaborative and transformational style and is widely recognized as a leader who coaches, motivates, influences and inspires colleagues and team members to achieve their potential. With extensive expertise in fiduciary high net worth adviser/client relationships, my team delivered institutional style portfolio management and financial planning as cornerstones of our value proposition. Key areas of expertise include: Wealth Management, Financial Planning, HNW Client Advisory, Retail, Small Business, & Corporate Banking, Corporate Trust & Estate Planning, Investment Compliance & Risk Management. Client program strategy and development, innovation, business development, inside sales, sales and marketing
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