Roberto Katigbak

Institutional Strategist, Head of Sales & Marketing at Marret Asset Management

Roberto Katigbak is currently the Institutional Strategist and Head of Sales & Marketing at Marret Asset Management. Prior to this, they were with CI Investments Inc. as Vice President Sales & Marketing from October 2010 to February 2017. In this role, Roberto was responsible for developing relationships within the IIROC channel, providing high level assistance to advisors in developing strategies and streamlining business practices to drive sales objectives, representing CI Investments during client events and corporate sales campaigns, and executing sales initiatives to maximize AUM growth within the given territory. Prior to their time as Vice President Sales & Marketing, Roberto was a Sales Representative with CI Investments Inc., working closely with the Vice-President of Sales in developing key relationships with prospects and clients, identifying and developing new prospects within the IIROC and MFDA channel, assisting advisors in positioning CI strategies within client accounts, and providing support to advisors in understanding CI Investment products.

Before their time at CI Investments Inc., Roberto was with Equisoft as Product Manager/Business Development from November 2007 to September 2010, and before that they were Founder, Investor, and President at CREPE OH FOLIE from April 2005 to September 2007.

Roberto Katigbak has a CFA designation from the CFA Institute and has completed financial technical analysis courses from both the CFA Institute and Learn to Trade Global. Roberto also holds a Bachelor's degree in finance from Concordia University.

They work with Sean Irvine - Regional Vice-President of Business Development, Ontario, Adrian Prenc - Vice President, Portfolio Manager & Chief Risk Officer, and Kathleen Cooney - Vice President, Operations. Their manager is Paul Sandhu, President & Chief Executive Officer.

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  • Institutional Strategist, Head of Sales & Marketing

    Current role

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