Kathleen Woodard, Senior Vice-President with CIBC. Kathleen’s 25 year career with CIBC spans from her early days as a financial advisor to leading a number of banking centre regions throughout Canada. She is currently responsible for the National Sales and Service Team in Personal & Business Banking. She holds the Certified Financial Planning and Registered Retirement Consultant designations. She is also the co-Executive Sponsor of CIBC’s Women’s Network.
Four tips for client meetings