Jordan Lee Email & Phone Number
Senior Vice President, Sales @ Evolve ETFs
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Jordan Lee Location
- Markham, ON, CA
Jordan Lee Work
- Senior Vice President, Sales @ (March 2025 - Present)
- Vice President, Regional Sales, GTA West @ (February 2014 - March 2025)
- District Vice President, Regional Sales @ (January 2010 - January 2013)
- Vice President, Regional Sales @ (January 2006 - January 2010)
- Vice President, Regional Sales @ ONE Financial (January 2005 - January 2006)
- Regional Sales Manager @ Acuity Funds Ltd. (January 2004 - January 2005)
- Business Development Manager @ Talvest Fund Management Inc. (January 2001 - January 2003)
- Sales and Service Representative @ (January 2001 - January 2001)
- Private Client Representative @ (January 1998 - January 2001)
Jordan Lee Education
- Wilfrid Laurier University
Honours Bachelor of Business Administration
1992-1996
Jordan Lee Skills
- Sales Operations
- Sales Management
- Business Development
- Strategy
- Sales
- Leadership
- Networking
- Investments
- Wealth Management
- Mutual Funds
- Financial Advisory
- Equities
- Financial Services
- Financial Markets
- Securities
- Strategic Financial Planning
- ETFs
- Segregated Funds
- Fixed Income
- Retirement Planning
- Relationship Management
- Jordan
- Project Management
- Customer Service
- Management
- Financial Planning
- SQL
- Business Relationship Management
- Marketing
Jordan Lee Summary
- Jordan Lee, based in Markham, ON, CA, is currently a Senior Vice President, Sales at Evolve ETFs. Jordan Lee brings experience from previous roles at BMO Global Asset Management, Manulife Financial, Hartford Investments and ONE Financial. Jordan Lee holds a 1992 - 1996 Honours Bachelor of Business Administration @ Wilfrid Laurier University. With a robust skill set that includes Sales Operations, Sales Management, Business Development, Strategy, Sales and more. Jordan Lee has 1 emails on RocketReach.
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Toronto, ON, CA
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Toronto, ON, CA
Carter Edmonds
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Mississauga, ON, CA
Liza Mehta
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