David Valentic
About David Valentic
David Valentic is a Product Manager for Analytics and Platform Optimization at CIBC, with a history of roles in financial advising and banking management.
Title
David Valentic currently holds the position of Product Manager, Analytics and Platform Optimization at CIBC. He has been in this role since 2019.
Career at CIBC
David Valentic has a long-standing career at CIBC, spanning multiple roles. Starting as a Senior Financial Advisor from 2005 to 2015, he then became a Manager of a Banking Centre from 2015 to 2019. Since 2019, he has served as the Product Manager for Analytics and Platform Optimization.
Education and Certifications
David Valentic completed his Project Management studies at McMaster University in 2019. He holds several certifications, including the Wealth Management Essentials Course (WME) completed in June 2014 and the Conduct & Practices Handbook Course (CPH) certification obtained in November 2011. He also studied Business and Marketing at Sheridan College.
Sales and Leadership Achievements
David Valentic has successfully led a sales and service team to exceed activity targets through the development of a disciplined sales process. His approach emphasizes empowerment, motivation, and skill development, both in a professional setting and through volunteer work.
Specializations
David Valentic has a strong track record in identifying new business and cross-selling opportunities, which has led to increased market penetration and net sales. His work in analytics and platform optimization focuses on improving business processes and achieving sales targets.