Christopher Bretzler, CFA, MBA

Experience

• 

  RBC Capital Markets

  May 2003 - Aug 2003

  Summer Intern

  Analyzed loan documents and executed requests to renew and amend credit facilities. Developed operational manual to train multiple departments within RBC Capital Markets.

• 

  CIBC

  Jun 2004 - May 2005

  Senior Product Manager

  Managed product line for CIBC mutual funds, institutional pools and wrap products. Worked to develop investment policy statements (IPS) for the funds. Worked closely with internal fund analysts and portfolio managers to identify and correct any deviations from IPS. Produced monthly performance reports on the funds.

• 

  Dynamic Funds

  Jun 2005 - Oct 2014

  Work closely with portfolio managers to understand investment strategy and process and articulate that to sales force and advisors. Develop marketing strategy by assessing external competitors and analyzing competitive advantages. Create marketing pieces and communication pieces to educate and update advisors on key details of the funds. Work with the Power team at Dynamic Funds to develop marketing strategies, increase awareness and ultimately drive sales of the growth funds. Work with the Power team at Dynamic Funds to develop marketing strategies, increase awareness and ultimately drive sales of the growth funds. Work with the Power team at Dynamic Funds to develop marketing strategies, increase awareness and ultimately drive sales of the growth funds.

  • VP, Alternative Investments

    Oct 2011 - Oct 2014

  • Director, Product Management

    Jul 2009 - Sept 2011

  • Senior Product Manager

    Jul 2008 - Jun 2009

  • Product Manager

    Jun 2005 - Jun 2008
• 

  Manulife Asset Management

  Jul 2015 - now

  Managing Director, Client Portfolio Management Specialist

  Work closely with key stakeholders in sales, portfolio management, consultant relations, product, and marketing to raise awareness of the mandates and gather assets under management. Develop relationships with external clients and prospects by presenting on the firm's capabilities.