Jamie Lloyd Email & Phone Number
Portfolio Manager @ Newport Private Wealth
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Jamie Lloyd Location
- Toronto, ON, CA
Jamie Lloyd Work
- Portfolio Manager @ (November 2020 - Present)
- Associate Portfolio Manager @ (May 2018 - November 2020)
- Business Development @ (August 2013 - May 2018)
- Account Executive @ (May 2012 - July 2013)
Jamie Lloyd Education
- Western University
BMOS (Finance & Administration)
2008-2012 - Trinity College Dublin
Exchange (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 @ Western University. 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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