Frank Santelli
WATERDOWN,ON
Summary
Strategic-thinking Skilled Executive with 30 years of business development and strategic planning expertise. Demonstrated expertise driving business growth to exceed expectations. Expert in sales skills development and management.
Overview
36
36
years of professional experience
Work History
Senior Vice President, Corporate Development
Harbourfront Wealth Management
04.2017 - Current
Recruited 20 of Harbourfront's 31 teams representing $2.5B+ AUA
Created and delivered national recognition conferences for 120 people
Managed facilities - sourcing locations, negotiating leases, ordering furniture, working with construction company on design and build out
Drafted operating principles and guidelines for Harbourfront Gives Foundation
Developed and implemented Recruiting Process
Financial Services Practice Management Consultant
JRFS Management Company LTD.
10.2015 - 03.2017
Conducted Client Base Analysis
Developed Segmented Client Service Strategies
Coached advisors on effective client acquisition
Created client retention and acquisition programs
Senior Vice President
Mandeville Private Wealth
11.2014 - 10.2015
Leadership Duties and Responsibilities
- Member of Executive Leadership Team
- Member of Risk and Compliance Team
- Member of Product Review Committee
- Chaired Due Diligence Committee
Responsible for advisor recruitment to MFDA, IIROC and EMD platforms
- grew assets by 50%
- opened offices in Montreal, Ancaster and Toronto
- managed offices in Ottawa and Burlington
- increased insurance sales by 200%
Regional Director
Investors Group Financial Services Inc.
05.1988 - 10.2014
Hired 250+ advisors
Grew assets from $350M to $1.2B
Ranked #1 nationally in average productivity
- 24 advisors qualified for President's Circle total of 116 times
- 15 advisors had never previously qualified
- 8 rookie advisors who finished #1 nationally
Ranked #2 nationally in gross sales from network of 115 regions
Created and opened offices in Burlington, Brantford, Mississauga, Ancaster
Contributed to establishment of Toronto Downtown Office
Education
Bachelor of Arts - Psychology
York University
Toronto, ONCFP - Financial Planning
Canadian Association of Financial Planning
Executive Sales Management Program -
Queen's University
Kingston, ONSkills
- Business Development
- Strategic Leadership
- Revenue Generation
- Recruiting and Hiring
- Public Speaking
- Team Building
- Sales Strategy
- Change Management
- Performance Management
- Corporate Presentations
Languages
English
Native or Bilingual
Italian
Native or Bilingual
Timeline
Senior Vice President, Corporate Development
Harbourfront Wealth Management
04.2017 - Current
Financial Services Practice Management Consultant
JRFS Management Company LTD.
10.2015 - 03.2017
Senior Vice President
Mandeville Private Wealth
11.2014 - 10.2015
Regional Director
Investors Group Financial Services Inc.
05.1988 - 10.2014
Bachelor of Arts - Psychology
York University
CFP - Financial Planning
Canadian Association of Financial Planning
Executive Sales Management Program -
Queen's University
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