Andrew Branch, CIM®

Vice President, Sales & Marketing at RISE Properties Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Toronto Area, Canada, CA
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Credentials

  • Chartered Investment Manager (CIM®)
    Canadian Securities Institute (CSI)
    Jun, 2016
    - Sep, 2024
  • Exempt Market Proficiency Course (EMP)
    IFSE Institute
    Jun, 2015
    - Sep, 2024
  • Portfolio Management Techniques (PMT)
    Canadian Securities Institute (CSI)
    Apr, 2015
    - Sep, 2024
  • Investment Management Techniques (IMT)
    Canadian Securities Institute (CSI)
    Oct, 2011
    - Sep, 2024
  • Canadian Securities Course (CSC)
    Canadian Securities Institute (CSI)
    Nov, 2007
    - Sep, 2024

Experience

  • RISE Properties Trust
    • Canada
    • Real Estate
    • 1 - 100 Employee
    • Vice President, Sales & Marketing
      • Feb 2022 - Present

      RISE Properties Trust is a private Canadian apartment REIT with properties in Greater Seattle and Portland. As VP of Sales & Marketing, I am responsible for the components of strategy, management, execution and administration of wholesale sales-related activities. RISE Properties Trust is a private Canadian apartment REIT with properties in Greater Seattle and Portland. As VP of Sales & Marketing, I am responsible for the components of strategy, management, execution and administration of wholesale sales-related activities.

  • Cortland Credit Group Inc.
    • Director, Business Development
      • Oct 2018 - Feb 2022

      A Conservative Fixed Income Alternative. Cortland provides working capital to growing companies. Cortland's private debt lending platform consists primarily of trade receivables and funded sale obligations. They bring a management team with an institutional leadership background to its investment management platform which is available to both institutional and retail investors. A Conservative Fixed Income Alternative. Cortland provides working capital to growing companies. Cortland's private debt lending platform consists primarily of trade receivables and funded sale obligations. They bring a management team with an institutional leadership background to its investment management platform which is available to both institutional and retail investors.

  • Centurion Asset Management Inc.
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Associate Director of Sales
      • Mar 2016 - Oct 2018

      Reporting to the Vice President, Business Development & Institutional Sales. Responsible for all Direct & Wholesale sales-related activities and dealer relations for Centurion Asset Management Inc. Reporting to the Vice President, Business Development & Institutional Sales. Responsible for all Direct & Wholesale sales-related activities and dealer relations for Centurion Asset Management Inc.

  • Dynamic Funds
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Sales Representative
      • 2010 - 2014

      Reporting to the Regional Sales Manager, held accountability for generating leads and developing new business in a previously underserviced territory. Reporting to the Regional Sales Manager, held accountability for generating leads and developing new business in a previously underserviced territory.

  • DundeeWealth Investment Council/Goodman Private Wealth Management
    • Associate & Business Development / Client Relationship Specialist
      • Jul 2006 - Aug 2010

      Reporting to two portfolio managers, led business development activities and client relationship development. Reporting to two portfolio managers, led business development activities and client relationship development.

  • OpenSky Capital
    • Financial Services
    • 1 - 100 Employee
    • Database Administrator
      • 2006 - 2006

      Reporting to CFO, revitalized and standardized the usage of CRM system to increase sales and client management effectiveness. Reporting to CFO, revitalized and standardized the usage of CRM system to increase sales and client management effectiveness.

  • Talvest Fund Management
    • Sales Assistant
      • 2004 - 2005

      Reporting to Sales Manager, supported two wholesale teams with new business development, primarily focused on supporting inside sales representatives. A recurrent summer internship. Reporting to Sales Manager, supported two wholesale teams with new business development, primarily focused on supporting inside sales representatives. A recurrent summer internship.

Education

  • Ryerson University
    Bachelor of Commerce, Finance, eCommerce
    2001 - 2005
  • Hillfield Strathallan College
    1994 - 2001

Community

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