Toronto-Dominion names Geoff Bertram head of investment banking, memo says

Toronto-Dominion Bank

Toronto-Dominion Bank

TD

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- Toronto-Dominion Bank TD.TO appointed insider Geoff Bertram as the head of corporate and investment banking, according to a memo seen by Reuters on Tuesday, as a part of executive shakeup at the securities arm of the Canadian lender.


Here are more details from the moves within the organization:

  • Bertram moves from his previous role as the co-head of corporate and investment banking - the investment baking arm of the bank - and has been with the company for over two decades.

  • Larry Wieseneck, the current vice chair of CIB, is set to become the chairman of TD Securities.

  • Current vice-chair and head of global markets, Dan Charney, will become president of TD Securities.

  • The appointments of Bertram, Wieseneck and Charney will be effective from January 1 next year. The executives will report directly to Tim Wiggan, president and CEO of TD Securities

  • The memo also mentioned the appointment of Robert Fagin and Lisa Thomas as senior advisor and head of global research, respectively, effective immediately.