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Jack Mastromattei

2000 followers

Canada

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Timeline
About me
President and UDP, Sun Life Canada Securities
Education
- Canadian Securities Institute
  -
  PDO, CSC, CPH, WME
- York University
  -
  Business Administration and Management
- Schulich School of Business - York University
  -
  Project Management Professional, PMI Certification
Experience
- Mackenzie Investments
  Jul 1999 - Apr 2008
  - Regional Vice-President Business Development
    Jan 2005 - Apr 2008
  - E-Commerce Project Manager
    Jul 1999 - Jan 2005
- IA Financial Group (Industrial Alliance)
  Apr 2008 - May 2012
  Vice President Operations
- Aligned Capital Partners Inc.
  May 2012 - Apr 2022
  Partner, Chief Operating Officer
- Sun Life
  Apr 2022 - now
  - President and UDP, Sun Life Canada Securities Inc.
    Nov 2023 - now
  - Vice President, Retail Wealth Enablement, Sun Life Financial
    Apr 2022 - now
Licenses & Certifications
- Project Management Professional (PMP)
  Project Management Institute (PMI)
- Registered Representative
  IIROC (Investment Industry Regulatory Organization of Canada)
Volunteer Experience
- Former Vice-Chair, FinTech Committee
  Issued by IIAC - Investment Industry Association of Canada
  Associated with Jack Mastromattei
- Past Member, IIROC Advisory Council
  Issued by Fundserv Inc.
  Associated with Jack Mastromattei
- Past Member, FOAS Mutual Funds Committee
  Issued by IIROC (Investment Industry Regulatory Organization of Canada)
  Associated with Jack Mastromattei
- Chair, CIRO Task Force
  Issued by The Investment Funds Institute of Canada (IFIC) on Jul 2023
  Associated with Jack Mastromattei

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