Business Development Team Manager
I graduated from the double degree program at Wilfrid Laurier University in Ontario, Canada in 2018 with two honours degrees: a bachelor of business administration and a BA in financial mathematics. During university, I completed work terms at the Bank of Montreal, BlackBerry and SAP, and moved to the UK to join Psigma Investment Management in March 2019. I joined Canaccord Genuity Wealth Management in 2022 as part of the acquisition of Punter Southall Wealth. My role within the business development team is to help build adviser relationships and support the team across the full sales process. I have completed my CISI level 4 investment advice diploma and I am currently completing my level 4 certificate in professional marketing through the CIM.
A bit about me:
Outside of the office I enjoy the theatre, both as an audience member and by performing in local amateur theatre productions.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Having a Can-do approach means taking responsibility to meet and exceed the expectations of our advisers and their clients. It's about having a positive attitude to ensure we achieve the very best outcomes for our clients.
Contact:
muriel.meehan@canaccord.com
02075234693