Professional Summary

Professional Overview

Brett Morden is a results-driven sales leader with over 8 years of experience in the financial services industry. As the Vice President of Sales at Purpose Investments, he is responsible for driving sales strategy, leading a high-performing sales team, and fostering strong client relationships to accelerate the firm's growth and market share.

Experience Summary

Current Role

As the Vice President of Sales at Purpose Investments, Brett is responsible for developing and executing the firm's sales strategy, managing a team of regional sales professionals, and leveraging his deep industry expertise to identify and capitalize on new business opportunities. Under his leadership, the sales team has consistently exceeded revenue targets and expanded the firm's client base across key markets in Canada.

Career Progression

Prior to his current role, Brett held positions of increasing responsibility at Invesco Ltd. and Fidelity Investments. As a Senior Consultant and Regional Vice President of Sales at Invesco, he played a pivotal role in the firm's regional expansion, successfully onboarding several strategic institutional clients and increasing assets under management by over 20% in his market. Earlier in his career, Brett served as a Business Development Associate and Banking Advisor, honing his skills in client relationship management, product expertise, and sales execution.

Academic Background

Brett holds a Bachelor of Commerce degree from the University of Calgary, where he specialized in Finance and Accounting. During his time at the university, he was actively involved in the student investment club and received recognition for his academic achievements.

Areas of Expertise

• Comprehensive knowledge of the Canadian investment management landscape

• Proven track record in developing and implementing successful sales strategies

• Exceptional client relationship management and consultative selling skills

• Adept at leading and motivating high-performing sales teams

• Proficient in financial analysis, portfolio construction, and investment advisory

Professional Impact

Throughout his career, Brett has demonstrated a strong commitment to driving growth and innovation within the financial services industry. He has been recognized for his ability to identify and capitalize on emerging market trends, leading to the successful launch of several new investment products and services. Additionally, Brett has been an active contributor to industry events and publications, sharing his insights and best practices with his peers.

Conclusion

With his extensive experience, deep industry expertise, and proven leadership abilities, Brett Morden is well-positioned to continue driving the success of Purpose Investments and making a significant impact within the Canadian financial services landscape.