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Michael Leonardelli
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Profiel
Mr. Michael Leonardelli is Senior Vice President at Counsel Portfolio Services, Inc. He joined Counsel Portfolio Services in May 2008.
He has been involved in the financial services industry for several years.
He spent over ten years with the Canadian arm of one of the world’s largest providers of financial services as a District Vice President, supporting over 2000 financial advisors throughout Central, Northern and Western Ontario.
He was subsequently Vice President Sales, Dealer Distribution with a leading provider of financial and retirement planning services, where he launched its advisor distribution strategy, helping to grow its assets from $250 million to over $4 billion in fourteen months.
He was most recently Vice President, Sales with a Canadian Chartered Bank, where he helped redefine the Bank’s business, sales and marketing strategies.
Mr. Leonardelli is a graduate of York University with a BA in Administration Studies.
He holds the Canadian Investment Management designation.
Eerdere bekende functies van Michael Leonardelli
Bedrijven | Functie | Einde |
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Counsel Portfolio Services, Inc.
![]() Counsel Portfolio Services, Inc. Investment ManagersFinance Founded in 1999, Counsel Portfolio Services, Inc. is an investment advisor located in Mississauga, Ontario. The firm is a subsidiary of Investment Planning Counsel, Inc. Their ultimate parent is Power Financial Corp. (TSX: POW). | Verkoop & Marketing | - |
Opleiding van Michael Leonardelli
York University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Counsel Portfolio Services, Inc.
![]() Counsel Portfolio Services, Inc. Investment ManagersFinance Founded in 1999, Counsel Portfolio Services, Inc. is an investment advisor located in Mississauga, Ontario. The firm is a subsidiary of Investment Planning Counsel, Inc. Their ultimate parent is Power Financial Corp. (TSX: POW). | Finance |