Shaun Allan Email & Phone Number
VP, Distribution Enablement @ CI Global Asset Management
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Shaun Allan Location
- Toronto, ON, CA
Shaun Allan Work
- 2023 - now VP, Distribution Enablement @
- 2017 - 2023 AVP - Strategy and Analytics @
- 2012 - 2017 AVP - Wealth Distribution @
- 2010 - 2012 Regional Sales Manager - Central Canada @
- 2005 - 2010 Director, Business Planning and Management @
- 2000 - 2005 Enterprise Business Analyst @
Shaun Allan Education
- York University
(Leadership, Management)
2011 - 2011 - University of Ottawa
(Economics)
1996 - 1999
Shaun Allan Skills
- Leadership
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- Business Analysis
- Relationship Management
- Vendor Management
- Finance
- Process Improvement
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Project Portfolio Management
- Investment Strategies
- Risk Management
- Financial Analysis
- Management
- CRM
- Securities
Shaun Allan Summary
- Shaun Allan, based in Toronto, ON, CA, is currently a VP, Distribution Enablement at CI Global Asset Management. Shaun Allan brings experience from previous roles at Sun Life Global Investments, Sun Life Financial and Fidelity Investments Canada. Shaun Allan holds a 2011 - 2011 York University. With a robust skill set that includes Leadership, Insurance, Retirement Planning, Sales, Portfolio Management and more. Shaun Allan has 2 emails on RocketReach.
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Top CI Global Asset Management Employees
Salman Khan
Regional Vice President, Wealth Planning
Toronto, ON, CA
Alfred Lam
SVP and CIO, CI Multi-Asset Management
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Lee Goldman
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Aubrey Hearn
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Jeremy Rosa
VP Portfolio Manager and Research Lead
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Evan Rodvang
VP, Portfolio Manager and Research Lead - Equities
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Nolan Prinzen
Vice President
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Chris Couprie
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Lei Wan
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