Mark Patterson
About Mark Patterson
Mark Patterson is a Business Development Manager at CIBC in Toronto, Ontario, Canada, specializing in consultative selling and portfolio construction.
Title and Current Role
Mark Patterson currently holds the position of Business Development Manager at CIBC. He has served in this role since 2015. Based in Toronto, Ontario, Canada, he engages in a hybrid working model. His responsibilities include working with investment advisors to optimize investment models and construct client portfolios, particularly for the Wood Gundy SMA platform. He is also part of a national sales team focusing on third-party IIROC dealer/broker channels.
Past Work Experience
Mark Patterson has amassed diverse experience in the financial services sector. Before his current role at CIBC, he worked at Scotiabank in various positions, including Senior Financial Advisor in 2014, Financial Advisor from 2013 to 2014, and Senior Personal Banking Officer from 2009 to 2013. Additionally, he worked as a Financial Consultant at Investors Group from 2008 to 2009. These roles have collectively enriched his expertise in financial advisory and personal banking.
Education and Expertise
Mark Patterson is an alumnus of Ontario Tech University, where he studied Finance and Economics and achieved a Bachelor of Commerce (Honours) degree. His academic background has provided him with a solid foundation in financial principles and economic theory, which he applies to his current role in business development and investment advisory.
Specializations
In his professional career, Mark specializes in consultative selling and portfolio construction, particularly for the Wood Gundy SMA platform. He works closely with investment advisors to help them optimize investment models and build robust client portfolios. His role also involves focusing on third-party IIROC dealer/broker channels as part of a national sales team.