Full Name
Jessica Smith
Job Title
Senior Manager, Operations
Company Name
Designed Wealth Management
Bio
Jessica is VP, Strategic Operations & Growth at Designed Wealth Management, and has almost 20 years of experience in the regulatory, ICPM and investment dealer space in Canada. She’s previously held the role of VP, Client Relations at an independent multi-billion dollar money management firm, where she managed relationships with private and institutional clients, allowing her to gain invaluable insights into the advisor and client experience. She holds the CIM designation and is an Associate Portfolio Manager.
Speaking At
