2016 -
2024 Senior Vice President, National Sales and Marketing @
2014 -
2016 National Sales Manager, Business Development @
2012 -
2014 Senior Vice President, National Sales and Marketing @ Matrix Asset Management
2012 -
2012 National Vice President Business Development @ Matrix Asset Management
1998 -
2011 Senior Vice President National Sales @ Stone Investment Group Limited
1997 -
1998 Vice President, Reginal Sales @
1993 -
1997 Branch Manager @
Wan Kim Education
University of Saskatchewan 1989
-
1994
Wan Kim Skills
Alternative Investments
Wealth Management
Portfolio Management
Equities
Capital Markets
Investment Strategies
ETFs
Business Development
Relationship Management
Asset Management
Investments
Investor Relations
Investment Advisory
Financial Services
Wealth
Mutual Funds
Securities
Hedge Funds
Investment Management
Wealth Management Services
Wan Kim Summary
Wan Kim, based in Toronto, ON, CA, is currently a Managing Director, National Sales at Trez Capital. Wan Kim brings experience from previous roles at NCM Investments, Laurentian Bank Financial Group and Matrix Asset Management. Wan Kim holds a 1989 - 1994 University of Saskatchewan. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Equities, Capital Markets and more. Wan Kim has 2 emails on RocketReach.
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