Henry Ly is a skilled commercial account executive currently employed at Summit since September 2025. Prior experience includes roles as an advisor at Lloyd Sadd from September 2023 to September 2025, and an account manager at Cornerstone OnDemand for a brief period in 2023. Henry's background also features an account executive position at Formstack in 2022, as well as account manager and investment specialist roles at Credential from July 2020 to June 2022, with mutual funds offered through Credential Asset Management Inc. Additionally, Henry worked at TD as a personal banking associate and customer experience associate from October 2018 to July 2020. Educational qualifications include a Bachelor of Business Administration in Finance from Okanagan College, obtained between 2012 and 2018.
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