Regional Head - PIC and Signature @ (June 2023 - Present)
Regional Manager @ (September 2018 - June 2023)
General Manger, Banking Centre Leader @ (October 2015 - September 2018)
General Manager Imperial Service and Business Banking @ (June 2008 - October 2015)
Personal Insurance Manager @ (March 2007 - May 2008)
Wealth Specialist @ (March 2004 - March 2007)
Senior Business Advisor @ (September 2000 - March 2004)
Keith Adamson Education
Queen's University
BAH (Economics)
1994-1998
Queen's University International Study Centre
(International Business)
1997-1997
Keith Adamson Skills
Insurance
Banking
Wealth Management
Portfolio Management
Risk Management
Credit
Relationship Management
Investments
Retail Banking
Mortgage Lending
Strategic Financial Planning
Financial Services
Credit Risk
Financial Analysis
Mutual Funds
Loans
Commercial Banking
Financial Modeling
Retirement Planning
Business Analysis
Business Relationship Management
Microsoft Office
Training
Customer Service
Management
Keith Adamson Summary
Keith Adamson, based in Canada, is currently a Regional Head, MD Private Investment Counsel and MD Management Limited at MD Financial Management | Gestion financière MD. Keith Adamson brings experience from previous roles at MD Financial Management | Gestion financière MD, CIBC and CIBC Retail Markets. Keith Adamson holds a 1994 - 1998 BAH in Economics @ Queen's University. With a robust skill set that includes Insurance, Banking, Wealth Management, Portfolio Management, Risk Management and more. Keith Adamson has 2 emails on RocketReach.
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