Experience

Global Shares

• Ireland
• Financial Services
• 400 - 500 Employee

• Analyst, Equity Plan Management

  • Feb 2022 - Present



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Financial Advisor - Investment & Retirement Planning

  • Apr 2018 - Feb 2019

  As the Investment and Retirement Planning specialist for one of the biggest branches in Calgary, I was responsible for engaging high-net-worth ($100K+ assets) clients to provide holistic financial planning advice. Provided strategies, jointly implemented plans, and held regular follow-up meetings to evaluate progress As the Investment and Retirement Planning specialist for one of the biggest branches in Calgary, I was responsible for engaging high-net-worth ($100K+ assets) clients to provide holistic financial planning advice. Provided strategies, jointly implemented plans, and held regular follow-up meetings to evaluate progress



Canadian Western Bank

• Canada
• Banking
• 700 & Above Employee

• Senior Account Manager

  • May 2015 - Apr 2018

  Managed a book of clients with total assets of $35M+. Responsible for providing financial advice, credit adjudication, and credit facility reviews. Managed a book of clients with total assets of $35M+. Responsible for providing financial advice, credit adjudication, and credit facility reviews.



Scovan

• Canada
• Oil and Gas
• 100 - 200 Employee

• Project Controls

  • Oct 2013 - Apr 2015

  Responsible for set up, data collecting, and cost control reports development for fabrication, construction, and maintenance projects. Project budgets ranged from $100K - $10M. Monitored variances and recommended solutions per key performance indicators. Responsible for set up, data collecting, and cost control reports development for fabrication, construction, and maintenance projects. Project budgets ranged from $100K - $10M. Monitored variances and recommended solutions per key performance indicators.



RBC Investor Services

• Canada
• Financial Services
• 700 & Above Employee

• Client Manager

  • Sep 2008 - Oct 2013

  Built and enhanced business relationships for 30 clients in the trust and custodial financial service industry. Types of portfolios include pension plans, corporate treasuries, and first nation trust funds. Portfolio assets ranged from $30M to $2B+. Built and enhanced business relationships for 30 clients in the trust and custodial financial service industry. Types of portfolios include pension plans, corporate treasuries, and first nation trust funds. Portfolio assets ranged from $30M to $2B+.



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Jul 2007 - Sep 2008

  Managed and built relationships with existing and new clients through the use of holistic financial planning, specializing in providing investment advice and solutions. Managed and built relationships with existing and new clients through the use of holistic financial planning, specializing in providing investment advice and solutions.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Financial Adviser

  • May 1998 - Jun 2007

  Managed and built a book of mass affluent clients as part of CIBC’s Imperial Service brand by providing objective advice and solutions regarding their investment, tax, and estate planning needs. Portfolio size was $65M+ and consisted of over 300 high-value households. Managed and built a book of mass affluent clients as part of CIBC’s Imperial Service brand by providing objective advice and solutions regarding their investment, tax, and estate planning needs. Portfolio size was $65M+ and consisted of over 300 high-value households.