Trudy Smith
About Trudy Smith
Title
Trudy Smith is currently serving as the Business Development Manager at SEI.
Current Roles and Responsibilities
Trudy Smith holds the position of Business Development Manager at SEI, starting in February 2016. In addition, she works for SEI Investments Canada in asset management distribution. Trudy's role involves fostering new business opportunities and maintaining relationships within the investment sector.
Previous Experience at CI Investments
Before joining SEI, Trudy Smith accumulated experience at CI Investments Inc. She held multiple positions, including Senior Service Coordinator from 2012 to 2013 and Correspondence Specialist, all based in Toronto, Ontario, Canada. Her responsibilities encompassed client service, coordination, and communication within the company.
Career at Hartford Investments
Trudy Smith also worked at Hartford Investments, where she served as a Regional Services Associate and Sales Coordinator from 2008 to 2010. These roles contributed to her development in sales support and client service functions.
Education and Expertise
Trudy Smith holds a Bachelor's degree from the University of Toronto. She has over a decade of experience in the investment and asset management industry, underpinning her expertise in business development and asset management distribution.