Trudy Smith, Cim®
About Trudy Smith, Cim®
Title
Trudy Smith, Cim®, currently serves as a Regional Sales Manager at NCM Investments and as a Business Development Manager at SEI and SEI Investments Canada. She has extensive experience in asset management distribution and business development within the financial services industry.
Current Roles
Trudy Smith is actively engaged in multiple roles in the financial sector. She serves as a Regional Sales Manager at NCM Investments in Toronto, Ontario, Canada. Additionally, she holds the title of Business Development Manager at SEI and SEI Investments Canada, contributing to asset management distribution from their office at 130 King St. W in Toronto.
Professional Background
Trudy Smith's career includes significant roles at several leading financial firms. She worked at Senior Service Coordinator from 2012 to 2013 in Toronto and spent five years at CI Investments Inc. as a Correspondence Specialist from 2011 to 2016. Previously, she was part of Hartford Investments for two years, holding the positions of Regional Services Associate and Sales Coordinator.
Education and Expertise
Trudy Smith earned a Bachelor's degree in Sociology from the University of Toronto, which contributes to her comprehensive understanding of client relations and correspondence within the financial services sector. Her academic background, combined with over a decade of hands-on industry experience, reinforces her expertise in business development and asset management distribution.
Asset Management Distribution Experience
Trudy Smith has a strong background in asset management distribution, a field where she brings over ten years of experience. Her roles at various financial firms, including her current position at SEI Investments Canada, underscore her capability in managing and developing client relationships and driving business growth in asset management.