Andrew Sharp
Summary
I have always loved building and nurturing relationships. The ones with my family the most dynamic and important. I have for decades remained committed to my health as nothing creates better mental and physical resilience. These cornerstones provide an incredible foundation, which allow my work to be focused, driven and innovative. I can champion change and thrive during uncertainly. My strength and curiosity ensure I can pivot when indicated and secure the support of others.
Overview
21
21
years of professional experience
1
1
Certification
Work History
National Sales Manager
Oakhill Financial
02.2022 - Current
- Responsible for the development and execution of corporate sales strategies, defining channels and prioritizing relationships, customer acquisition targets and client management processes.
- Event emcee for regular national update webinars with fund managers and advisors coast to coast.
- Established key relationships at national account level across IIROC, independent, and multi-family office channels.
- Contributing member of the Executive Team, collaborating with leadership to consolidate strategy, initiatives and objectives.
- Expanded and developed National Sales Team from 2 to 7 people over 26 months.
- Grew sales by 9% and 12% (2022, 2023). Projected growth to exceed 17% for 2024.
- Increased investor base by 75% YoY through the execution of targeted sales strategy, restructured the CRM for improved data analytics, expanded marketing collateral and increased outreach with targeted objective goals for sales team.
VP Business Development
Oakhill Financial
09.2015 - 01.2022
- Provided exceptional service to clients resulting in new client acquisition, client retention and referrals.
- Executed business building, portfolio construction strategies and practice management with advisors.
- Built rapport, trust and sales by effectively communicating current industry trends, company products and showcasing specific opportunities based on individual client needs.
- Developed dynamic opportunities by creating and leveraging relationships with key influencers in the industry.
- Experienced average of 60% YoY sales growth focusing on building a strong sales pipeline, high value interactions and collaborative environment with team members.
Director of Sales
Hybrid Financial
04.2013 - 08.2015
- Increased sales (2014, 2015) by 5% and 8%
- National marketing and promotion of high-end products and funds
Investment Advisor
TD Waterhouse Private Investment Advice
03.2010 - 03.2013
- Built strong relationships with clients, colleagues and leadership team
- Managed client portfolios
- Created quarterly and annual reports and presentations including portfolio performance, markets commentary and strategic outlook.
- Built book of business, subsequently sold to coworker
Trader
Norstar Securities LP
09.2004 - 02.2010
- Trader on proprietary trading desk focusing on equity arbitrage opportunities of inter-listed equities.
- Analyzed and interpreted market conditions to optimize returns
- Top decile performer in terms of profitability for the firm
Education
Bachelor of Arts - Political Science
Bishops University
Lennoxville, PQ01.1992
undefined
Lycee Canadien En France
01.1989
Skills
- Business growth initiatives
- Networking expertise
- Proficient in building professional relationships
- Risk assessment for investors
- Knowledge of market competition
- Capital sourcing experience
- Sales performance optimization
- Key account management
Websites
TESTIMONIALS
- “Andrew consistently offers well founded, transparent advice. He backs products he believes in, encouraging a level of trust that is hard to find these days.” - Greg M., Institutional Asset Manager.
- “Andrew is always confident, calm and highly responsive. Moreover, he has supported 7% growth for my client’s portfolios this past year.” - Tom M., Portfolio Manager
Certification
- Canadian Securities Course
- Certified Retirement Specialist
- Life Insurance Licensed
Timeline
National Sales Manager
Oakhill Financial
02.2022 - Current
VP Business Development
Oakhill Financial
09.2015 - 01.2022
Director of Sales
Hybrid Financial
04.2013 - 08.2015
Investment Advisor
TD Waterhouse Private Investment Advice
03.2010 - 03.2013
Trader
Norstar Securities LP
09.2004 - 02.2010
undefined
Lycee Canadien En France
Bachelor of Arts - Political Science
Bishops University
Similar Profiles
Jacqueline FuentesJacqueline Fuentes
LPN Field Nurse at Oakhill HealthcareLPN Field Nurse at Oakhill Healthcare
EMANUEL IGIDIEMANUEL IGIDI
Career Counselor at Oakhill School for the BlindCareer Counselor at Oakhill School for the Blind
BRIANNA DOBSONBRIANNA DOBSON
Laborer at Oakhill HomesLaborer at Oakhill Homes
Pamela FoleyPamela Foley
National Sales Manager at Press Communications LLCNational Sales Manager at Press Communications LLC
GREGORY COLEGREGORY COLE
NATIONAL SALES MANAGER at North American Hardware & Paint Association (NHPA)NATIONAL SALES MANAGER at North American Hardware & Paint Association (NHPA)