Todd Rees Email & Phone Number
Vice President, Institutional Capital Markets @ Lankin Investments
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Todd Rees Location
- Calgary, AB, CA
Todd Rees Work
- 2026 -now Vice President, Institutional Capital Markets @
- 2024 -now Vice President Capital Market @
- 2025 -2026 Regional Vice President of Sales @
- 2023 -2025 Senior Vice President Private Capital Markets @
- 2023 -2024 Vice President Capital Market @ Omnigence / Veripath Farmland
- 2023 -2023 Vice President Retail Sales @
- 2020 -2023 Regional Sales Director @ SmartBe Wealth / Mulvihill Capital
- 2022 -2023 Director - National Retail Distribution, Exempt Market Dealer registered.Advanced Investment Advice @ SmartBe Investments
- 2020 -2022 Managing Regional Director @ SmartBe Wealth Inc.
- 2016 -2020 Managing Regional Director @
- 2016 -2020 Regional Sales Director @ Fiera Investments / Natixis Investment Managers
- 2013 -2016 Director Regional Sales @
- 2013 -2016 Vice President of Sales @ NBI National Bank Investments
- 2012 -2013 Investment Advisor @
- 2010 -2012 BMO Guardian, Vice President of sales, Calgary South and Kootenay @
- 2010 -2012 Vice President of Sales @ BMO Guardian
- 2008 -2010 CIBC Renaissance, Director Regional Sales @ CIBC World Markets
- 2008 -2010 Regional Sales Director @ CIBC Renaissance
- 2006 -2008 Retirement Investment Specialist Alberta @ Canada Life Assurance
Todd Rees Education
- Mount Royal College
Desktop Publishing, Marketing page layout (Marketing page layout)
1995-1996 - Mount Royal College
not complete, Psychology (Psychology)
1994-1996 - Mount Royal University
Todd Rees Skills
- Product Marketing
- Sales Management
- Strategic Planning
- Marketing Strategy
- Sales
- Marketing
- Investments
- Selling
- Sales Operations
- Budgets
- Model Portfolios
- Wealth Management
- Modern Portfolio Theory
- Banking
- Mutual Funds
- Strategic Financial Planning
- Finance
- Financial Services
- Retirement
- Financial Advisory
- ETFs
- Insurance
- Investment Advisory
- Financial Markets
- Asset Allocation
- Investment Strategies
- Retirement Planning
- Securities
- Portfolio Management
- Investment Management
- Equities
- Financial Planning
- Asset Management
- Financial Analysis
- Risk Management
- Fixed Income
Todd Rees Summary
- Todd Rees, based in Calgary, AB, CA, is currently a Vice President, Institutional Capital Markets at Lankin Investments. Todd Rees brings experience from previous roles at Lankin Investments, Brompton Funds, Omnigence Asset Management and Omnigence / Veripath Farmland. Todd Rees holds a 1995 - 1996 Desktop Publishing, Marketing page layout in Marketing page layout @ Mount Royal College. With a robust skill set that includes Product Marketing, Sales Management, Strategic Planning, Marketing Strategy, Sales and more. Todd Rees has 1 emails and 1 mobile phone numbers on RocketReach.
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