
Sam Dassios, MBA, CIM®.
Customer Service representative

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About me
Regional Vice President, Advisor Distribution at TD Asset Management
Education

Quantic School of Business and Technology
2021 - 2023Master of Business Administration - MBA MBA, Strategy & OperationsFull 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 2014Customer Service representative
TD
Jan 2015 - nowI 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 - nowBusiness Development Manager at TD Asset Management
Jul 2018 - Feb 2022Manager of Personal Financial Services
Jun 2017 - Jul 2018Financial Services Representative
May 2016 - Jun 2017Customer Service Representative
Jan 2015 - May 2016
Licenses & Certifications
.webp)
Financial planning 1
Canadian Securities Institute (CSI)
CFA Level 2 Candidate
CFA Institute.webp)
Chartered Investment Manager (CIM)
Canadian Securities Institute (CSI)
CAIA Fundamentals of Alternative Investments Certificate
CAIA AssociationJul 2023- View certificate

Bloomberg Market Concepts
Bloomberg LP .webp)
Investment Funds in Canada
Canadian Securities Institute (CSI)
Languages
- frFrench
- itItalian
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