experienced investment sales executive@ Trebuchet Distribution Inc.
Vancouver, British Columbia, Canada
Dustin White
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University of Victoria
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FlashIntel GPTDustin White is a highly experienced professional with 19.9 years of work experience in mutual funds, investments, wealth management, investment strategies, and asset allocation. Based in Vancouver, Canada, he has raised over $2 billion in assets working with financial advisors spanning IIROC broker/dealers and MFDA licensed advisors of British Columbia. Currently, he is a District Vice President with Fidelity Canada, where he has raised over $2 billion in assets. With a passion for business development and consultative sales, Dustin enjoys the unique culture of relentless innovation and helping investors overcome the greatest challenges of investing today.
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About
Business development and consultative sales are my natural habitat. As a District Vice President with Fidelity Canada, I've raised in excess of 2 billion in assets working with financial advisors spanning IIROC broker/dealers and MFDA licensed advisors of British Columbia! The vast resources Fidelity brought to bear helped enable massive client growth, achieve service excellence and forge lifelong bonds. Now, with Purpose Investments, I enjoy the unique culture of relentless innovation - helping investors overcome the greatest challenges of investing today with an eye to the future. There is no place like it!!! Thank you for visiting! Dustin
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experienced investment sales executive
Principal
Manufacturing
Dustin White's Professional Milestones
- Inside Sales Representative (2006-09-01~2010-02-01): Exceeded sales targets consistently, driving revenue growth for the company.
- Inside Sales Representative (2006-09-01~2010-02-01): Achieved strong sales targets through effective communication and strategic execution.
Education
Economics
788918400-946684800Skill
Mutual Funds
Investments
Wealth Management
Investment Strategies
Asset Allocation
Asset Management
Retirement Planning
Portfolio Management
Financial Services
Fixed Income
Risk Management
Capital Markets
Securities
Relationship Management
Alternative Investments
Insurance
Etfs
Banking
Retirement
Surfing
Golf
Snowboarding
Wine
Lifesaving
Fitness Training
Public Speaking
Brand Development
Event Management
Account Management
Sales And Marketing
Economics
Canadian Securities Course
Marketing
Thought Leadership
Event Planning
Investment Banking
Macroeconomics
Certification
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Dustin White
experienced investment sales executive
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