Jon Kilfoyle Email
President @ Independent Advisor Solutions
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Jon Kilfoyle Location
- Winnipeg, MB, CA
Jon Kilfoyle Work
- 2024 -now President @
- 2023 -now EVP, Investment Solutions, Wellington-Altus Financial, @
- 2017 -2023 Senior Vice President @
- 2017 -2017 Vice President @
- 2011 -2016 Vice President and Regional Manager @
- 2008 -2011 Senior Vice President, Products and Marketing @
Jon Kilfoyle Education
- CFA Institute
Chartered Financial Analyst (Finance)
Jon Kilfoyle Skills
- Analysts
- Microsoft Excel
- Jon Kilfoyle
- New Business Development
- Business Analysis
- Equities
- Marketing
- Product Development
- Chartered Financial Analyst
- Mutual Funds
- Succession Planning
- Value Creation
- Business Valuation
- Investment Advisors
- Customer Service
- Wealth Management
- Asset Management
- Marketing Strategy
- Finance
Jon Kilfoyle Summary
- Jon Kilfoyle, based in Winnipeg, MB, CA, is currently a President at Independent Advisor Solutions. Jon Kilfoyle brings experience from previous roles at Wellington-Altus, IG Wealth Management, RBC Dominion Securities and National Bank Financial. Jon Kilfoyle holds a Chartered Financial Analyst in Finance @ CFA Institute. With a robust skill set that includes Analysts, Microsoft Excel, Jon Kilfoyle, New Business Development, Business Analysis and more. Jon Kilfoyle has 2 emails on RocketReach.
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