Amy Lee Email & Phone Number
Vice President, Training and Practice Excellence, Client Solutions (Scotia Wealth Management) @ Scotiabank
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Amy Lee Location
- Toronto, ON, CA
Amy Lee Work
- 2022 - now Vice President, Training and Practice Excellence, Client Solutions (Scotia Wealth Management) @
- 2021 - 2022 Director, Strategy and Transformation, Client Solutions (Scotia Wealth Management) @
- 2018 - 2021 Director, Business Planning, Sales and Partnerships @ Scotia iTRADE
- 2015 - 2017 National Consultant, Business Planning @
- 2013 - 2015 Senior Client Manager @
- 2012 - 2013 Manager, Client Services @
- 2011 - 2012 Manager, Accretive Elite Advisor Program @ Accretive Advisor
- 2007 - 2011 National Sales and Business Development @
- 2004 - 2007 Marketing and Affnity Relations Manager @ Clearsight Wealth Management
Amy Lee Education
- University of Toronto
BBA (Economics and Finance)
2001 - 2006 - University of Toronto
Bachelor of Business Administration (B.B.A.)
Amy Lee Skills
- Strategic Financial Planning
- Management
- Investment Strategies
- Investments
- Marketing
- Relationship Management
- Business Development
- Asset Management
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Mutual Funds
Amy Lee Summary
- Amy Lee, based in Toronto, ON, CA, is currently a Vice President, Training and Practice Excellence, Client Solutions (Scotia Wealth Management) at Scotiabank. Amy Lee brings experience from previous roles at Scotiabank, Scotia iTRADE, ScotiaMcLeod and PriceMetrix Inc. Amy Lee holds a 2001 - 2006 BBA in Economics and Finance @ University of Toronto. With a robust skill set that includes Strategic Financial Planning, Management, Investment Strategies, Investments, Marketing and more. Amy Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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