Poornima Narayan is a seasoned professional in the finance and investment sector, currently serving as Director of Sales at ICM Asset Management since September 2024. Previously, Poornima held multiple leadership roles at Trez Capital from January 2019 to September 2024, including Vice President of Family Office Investments and Regional Sales Manager. Poornima's experience encompasses business development management at SP Wealth, financial consulting at Investors Group, and roles in credit management and financial administration across various companies. Strong expertise in sales, client relations, compliance, and marketing within high net worth client contexts has been demonstrated throughout Poornima's career. Poornima holds a Bachelor's Degree in Business Administration from the University of Toronto and has furthered professional qualifications through the Canadian Securities Institute.