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Katrina Wilson

Strategist

Katrina Wilson is a professional with a strong educational background and extensive experience in finance and sales.

Katrina completed her high school education at Oakville Trafalgar High School and pursued a Bachelor of Commerce with a specialization in Finance through the co-op program at Dalhousie University.

With a strategic mindset, Katrina has held key positions in reputable organizations, showcasing her expertise and leadership skills.

Currently, Katrina serves as a Strategist at Fidelity Canada, contributing to the company's financial initiatives and decision-making processes.

Previously, she held the role of Vice President Institutional Equity Sales at Echelon Wealth Partners, where she played a vital role in driving sales strategies and building client relationships.

During her professional journey, Katrina also served as a District Vice President at Fidelity Investments, further honing her skills in the financial sector.

Her experience includes roles such as Assistant Vice President, Sales at Markit, Product Analyst at Scotia Asset Management L.P., and MF Portfolio Administrator at Scotia Asset Management L.P., demonstrating her diverse skill set and adaptability.

Additionally, Katrina has a background in business analysis, having worked as a Business Analyst during her co-op terms at Scotia Cassels.

Katrina Wilson's career trajectory exemplifies her dedication to the finance industry and her ability to excel in various roles within prestigious organizations.

Katrina Wilson
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Location

Toronto, Canada Area