Michael Theodor Email
Vice President, Investment Platforms, Strategic and Institutional Relationships @ Franklin Templeton
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Michael Theodor Location
- Toronto, ON, CA
Michael Theodor Work
- 2018 -now Vice President, Investment Platforms, Strategic and Institutional Relationships @
- 2016 -2017 Director, National Accounts and Business Development @ SEI Investments
- 2011 -2016 Managing Director, National Accounts, Institutional Investments @
- 2010 -2010 Vice President, National Accounts @ Hartford Investments
- 2006 -2009 Chief Marketing Officer and Vice President, Advisor Relations @
- 1999 -2006 Wholesaler and Senior Consultant, External Sales, Mutual Funds @
Michael Theodor Education
- University of Fredericton
Master of Business Administration (Leadership, Management)
2018-2021 - York University
Bachelor of Arts (Political Science, Communications)
1991-1996
Michael Theodor Skills
- Mutual Funds
- Investments
- Wealth Management
- Investment Strategies
- Asset Managment
- Financial Advisory
- Retirement Planning
- Alternative Investments
- Business Development
- Investment Advisory
- Asset Allocation
- Financial Services
- Leadership
- Customer Relationship Management Crm
- Team Building
- Practice Management
- Salesforce
- Sales
- Microsoft PowerPoint
- Wholesaling
- Communication
- Team Management
- Team Leadership
- Finance
- Institutional Investments
- Institutional Sales
- Strategic Planning
- Sales Management
- Marketing
- Microsoft Excel
- Risk Management
- National Accounts
- Time Management
- Key Accounts
- Team Motivation
- Management
- CIM
- Sales Presentations
- Databases
- Customer Relationship Management
Michael Theodor Summary
- Michael Theodor, based in Toronto, ON, CA, is currently a Vice President, Investment Platforms, Strategic and Institutional Relationships at Franklin Templeton Investments. Michael Theodor brings experience from previous roles at SEI Investments, Manulife Asset Management, Hartford Investments and Worldsource Financial Management. Michael Theodor holds a 2018 - 2021 Master of Business Administration in Leadership, Management @ University of Fredericton. With a robust skill set that includes Mutual Funds, Investments, Wealth Management, Investment Strategies, Asset Managment and more. Michael Theodor has 2 emails on RocketReach.
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