Jordan Lee Email & Phone Number
Vice President, Regional Sales, GTA West @ BMO
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Jordan Lee Location
- Markham, ON, CA
Jordan Lee Work
- 2014 -now Vice President, Regional Sales, GTA West @
- 2010 -2013 District Vice President, Regional Sales @
- 2006 -2010 Vice President, Regional Sales @
- 2005 -2006 Vice President, Regional Sales @
- 2004 -2005 Regional Sales Manager @ Acuity Funds Ltd.
- 2001 -2003 Business Development Manager @ Talvest Fund Management Inc.
- 2001 -2001 Sales and Service Representative @
- 1998 -2001 Private Client Representative @
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 Vice President, Regional Sales, GTA West at BMO Global Asset Management. Jordan Lee brings experience from previous roles at Manulife Financial, Hartford Investments, ONE Financial and Acuity Funds Ltd.. 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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