Bobby Greenberg

Bobby Greenberg, CFA has a diverse work experience in the investment industry. Bobby is currently serving as the Regional Vice President, Strategic Partnerships, Ontario & Western Canada at Mackenzie Investments since November 2022. Prior to this role, they held the position of District Vice President, Channel Sales at Mackenzie Investments starting from August 2019.

Before joining Mackenzie Investments, Bobby worked at CI Investments Inc. for over a decade. Bobby held the position of Vice President from August 2016 to July 2019 and served as an Associate Vice President from September 2014 to July 2016. Bobby started their career at CI Investments Inc. as an Inside Sales in April 2011, where they assisted financial advisors in creating effective wealth management plans for their clients. Bobby also worked as a Trainer, responsible for new hire training and product refresher training, from January 2010 to April 2011. Bobby began their career as a Financial Service Representative at CI Investments Inc. in January 2008 and worked until December 2009.

Bobby Greenberg, CFA completed their undergraduate education at The University of Western Ontario from 2002 to 2006. However, their degree name and field of study are not specified. In 2017, Bobby obtained the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute.