CIBC Mellon
Jim Whitaker is an accomplished professional with extensive experience in customer service and financial management. Currently serving as the Director of Investor & Plan Member Services at CIBC Mellon since July 2018, Jim demonstrates leadership in overseeing call centre operations. Previously, Jim held the position of General Manager for Imperial Service at CIBC, leading financial advisors to deliver exceptional service. Additional roles include Senior Manager for Wealth & Financial Consulting at CIBC and Manager of the Advisor Service Center at Fidelity Investments, where strategic recommendations were made to enhance client and employee experiences. Jim began a career at T. Rowe Price, advancing from Customer Service Representative to Associate Vice President in the Investor Solutions Group. Jim holds a Bachelor of Science degree in Business Management and Marketing from Cornell University.
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CIBC Mellon
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CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services. As at December 29, 2023, CIBC Mellon had more than C$2.6 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at December 29, 2023 had US$47.8 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.