Trish Roberts Email
Executive Director @ CIBC Mellon
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Trish Roberts Location
- Toronto, ON, CA
Trish Roberts Work
- Executive Director @ (July 2025 - Present)
- AVP, Relationship Management, Service Execution @ (June 2020 - July 2025)
- Relationship Executive @ (August 2017 - June 2020)
- Senior Relationship Manager @ (September 2001 - August 2017)
- Director, Client and Business Operations @ (January 1999 - January 2001)
- Pension Officer @ Mackenzie Financial Corporation Inc. (January 1997 - January 1999)
- Senior Customer Service Administrator @ (January 1987 - January 1997)
Trish Roberts Education
- University of Alberta
Indigenous Canada Certificate
2021-2021 - Schulich School of Business - York University
Practical Strategies For Successful Women Leaders
2018-2018 - Altruvest Performance Improvement for Charities
Boardmatch Leaders (Governance Management Leadership in the Voluntary Sector)
2017-2017 - York University - Osgoode Hall Law School
Osgoode Certificate in Pension Law (Pension Law)
2016-2016 - Westervelt Business School
Business Management (Business Administration, Management and Operations)
1985-1987
Trish Roberts Skills
- Securities Lending
- Pensions
- Financial Services
- Risk Management
- Investments
- Customer Retention
- Customer Service
- Pension Administration
- Pension Funds
- Pension Systems
- Pension Consulting
- Pension Law
- Capital Markets
- Global Custody
- Trustee
- Relationship Management
- Securities
- Finance
- CRM
- Employee Benefits
- Management
- Mutual Funds
- Corporate Actions
- Equities
- Fund Administration
- Retirement Plan Consulting
- Training
- Project Management
- Business Relationship Management
Trish Roberts Summary
- Trish Roberts, based in Toronto, ON, CA, is currently a Executive Director at CIBC Mellon. Trish Roberts brings experience from previous roles at CIBC Mellon and Aon Hewitt. Trish Roberts holds a 2021 - 2021 Indigenous Canada Certificate @ University of Alberta. With a robust skill set that includes Securities Lending, Pensions, Financial Services, Risk Management, Investments and more. Trish Roberts has 2 emails on RocketReach.
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