Jackson Lin Email & Phone Number
Regional Vice President, Senior Consultant @ Invesco Canada
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Jackson Lin Location
- Canada
Jackson Lin Work
- 2024 -now Regional Vice President, Senior Consultant @
- 2022 -2023 Regional Sales Director @
- 2018 -2022 Head of NAVex Traded Funds and Mutual Funds @
- 2013 -2018 Regional Director @
- 2008 -2013 District Vice President @
- 2006 -2008 District Sales Associate @
- 2004 -2006 Trading Service Specialist @
- 2003 -2004 Senior Proprietary Equities Trader @ Generic Trading
- 2001 -2003 Senior Proprietary Equities Trader @ Swift trade securities
- 1999 -2001 Investment Product Client Service @
Jackson Lin Education
- Harvard Business School Online
Certificate in Negotiation Mastery
2021-2021 - University of Toronto - New College
Bachelor of Arts (B.A.) (Economics)
1995-1999 - Canadian Securities Institute
Canadian securities course
Jackson Lin Skills
- Investments
- Mutual Funds
- Wealth Management
- Equities
- Securities
- Investment Strategies
- Fixed Income
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Financial Analysis
- Capital Markets
- Asset Management
- Retirement
- Financial Modeling
- Options
- Financial Advisory
- Estate Planning
- Business Strategy
- Insurance
- Financial Services
- Investment Management
- Asset Allocation
- Trading
- Alternative Investments
- Financial Planning
- Business Relationship Management
- Microsoft Office
- Sales Management
- Leadership
- IT Sales
- Microsoft Excel
- Business Relationship Building
- Business Development
- Wealth Management Services
- Sales
- Public Speaking
- Strategic Planning
- Marketing Strategy
- Business Management
- Business Analysis
- Sales and Marketing
- Go To Market Strategy
- Sales Presentations
Jackson Lin Summary
- Jackson Lin, based in Canada, is currently a Regional Vice President, Senior Consultant at Invesco Canada. Jackson Lin brings experience from previous roles at Desjardins, Toronto Stock Exchange, Russell Investments and Fidelity Investments. Jackson Lin holds a 2021 - 2021 Certificate in Negotiation Mastery @ Harvard Business School Online. With a robust skill set that includes Investments, Mutual Funds, Wealth Management, Equities, Securities and more. Jackson Lin has 1 emails on RocketReach.
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