Jamie Lloyd Email & Phone Number
Portfolio Manager @ Newport Private Wealth
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Jamie Lloyd Location
- Toronto, ON, CA
Jamie Lloyd Work
- 2020 -now Portfolio Manager @
- 2018 -2020 Associate Portfolio Manager @
- 2013 -2018 Business Development @
- 2012 -2013 Account Executive @
Jamie Lloyd Education
- The University of Western Ontario
BMOS (Finance & Administration)
2008-2012 - Trinity College Dublin
(Exchange)
2008-2008 - Etobicoke Colleigate Institute 2004-2008
Jamie Lloyd Skills
- Sales
- Leadership
- Business Development
- Customer Service
- Account Management
- Wealth Management
- Marketing
- Training
- Selling
- Investment Management
Jamie Lloyd Summary
- Jamie Lloyd, based in Toronto, ON, CA, is currently a Portfolio Manager at Newport Private Wealth. Jamie Lloyd brings experience from previous roles at Newport Private Wealth and Xerox. Jamie Lloyd holds a 2008 - 2012 BMOS in Finance & Administration @ The University of Western Ontario. With a robust skill set that includes Sales, Leadership, Business Development, Customer Service, Account Management and more. Jamie Lloyd has 2 emails on RocketReach.
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