Sam Dassios, MBA, CIM®.

Sam Dassios, MBA, CIM®.

Customer Service representative

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  • Timeline

  • About me

    Regional Vice President, Advisor Distribution at TD Asset Management

  • Education

    • Quantic School of Business and Technology

      2021 - 2023
      Master of Business Administration - MBA MBA, Strategy & Operations

      Full scholarship to a highly selective (7% acceptance rate, 700+ GMAT), accredited, distance-learning MBA for working professionals from top global schools including Harvard, Wharton, MIT and others.

    • Concordia University

      -
      Bachelor of Commerce - BCom Finance, General
  • Experience

    • TransCore

      Mar 2012 - Mar 2014
      Customer Service representative
    • TD

      Jan 2015 - now

      I work with financial advisors to help them build and grow a successful practice. I do this by developing a thorough understanding of their investment, business development and service needs. In my role I deliver on the TDAM promise to provide advisors with credible, timely information and impactful tools to help strengthen advisor client relationships through all market conditions. As a Business Development Manager, I am responsible for uncovering new sales opportunities and supporting existing relationships with financial advisors in the Montreal Region. I work with a Regional Vice President to help advisors build and grow a successful practice by providing in depth knowledge of TDAM products and markets, tailoring the advisor experience to address their needs and providing strong and dynamic sales support to advisors that we do business with.

      • Regional Vice President, Advisor Distribution at TD Asset Management

        Mar 2022 - now
      • Business Development Manager at TD Asset Management

        Jul 2018 - Feb 2022
      • Manager of Personal Financial Services

        Jun 2017 - Jul 2018
      • Financial Services Representative

        May 2016 - Jun 2017
      • Customer Service Representative

        Jan 2015 - May 2016
  • Licenses & Certifications

    • Financial planning 1

      Canadian Securities Institute (CSI)
    • CFA Level 2 Candidate

      CFA Institute
    • Chartered Investment Manager (CIM)

      Canadian Securities Institute (CSI)
    • CAIA Fundamentals of Alternative Investments Certificate

      CAIA Association
      Jul 2023
    • Bloomberg Market Concepts

      Bloomberg LP
      View certificate certificate
    • Investment Funds in Canada

      Canadian Securities Institute (CSI)