As Director, Campaigns, in the Practice Management team at CI Global Asset Management, Claudio brings over ten years of experience in the financial services industry working with top tier institutions to the Practice Management team.
He began his career as a financial advisor working with high net worth families, and then pivoted to leading high performing teams on growing their practice.
Claudio also recently completed his Executive MBA in Boston. There, he worked closely with international leaders, consulting on various fintech projects at the C Level. Recognized for his thought leadership, Claudio is continually contributing to the industry through presentations and consultations. With his depth of expertise, Claudio will provide strategic best practices to investment advisors across Canada.