Experience

3Macs, a division of Raymond James

• Canada
• Investment Management
• 1 - 100 Employee

• Investment Representative

  • Sep 2018 - Present



Raymond James Ltd.

• Canada
• Financial Services
• 700 & Above Employee

• Investment Representative

  • Jul 2014 - Aug 2018

  In this fast-paced environment I supported my dynamic team to ensure our clients' requests were met in a timely and accurate fashion. From completing the many diverse administrative tasks in my day to executing buy and sell orders, my position required a great attention to detail, comprehensive systems and excellent time management. In this fast-paced environment I supported my dynamic team to ensure our clients' requests were met in a timely and accurate fashion. From completing the many diverse administrative tasks in my day to executing buy and sell orders, my position required a great attention to detail, comprehensive systems and excellent time management.



Comox Fireplace & Patio Ltd.

• Sales & Marketing

  • Aug 2010 - Jul 2013

  - Developed/implemented annual marketing budget: corporate identity and branding; website and social media; phone directories; store and vehicle signage; event promotion; CRM- Performed complex installation quotes; maintained close communication throughout the sales/installation process, ensuring total customer satisfaction; maintained a customer database to maximize repeat/referral sales

• Accounting

  • Aug 2008 - Jul 2013

  - Designed/implemented a financial reporting system; annual budget; weekly financial dashboard to report on key metrics; monthly financial statements and variance analysis; annual financial statements complete with comprehensive working papers- Performed bookkeeping: daily sales; A/P for $1.2M in annual purchases, more than 6,000 SKU’s and 70 regular vendors; extensive A/R collection requirements due to 80% credit sales; payroll for 18 staff including benefit plan administration and T4’s; government remittances- Managed company cash position through dramatic seasonal variations in inventory and A/P Show less



Riverhouse Enterprises Ltd.

• Courtenay, BC

• Accounting

  • Dec 2000 - Aug 2008

  - Designed/implemented a financial reporting system - Interim financial reporting, monthly financial statements/variance analysis, and annual financial statements c/w comprehensive working papers - Daily sales and cash flow management - Payroll and benefit plan administration for 50 employees - Designed/implemented a financial reporting system - Interim financial reporting, monthly financial statements/variance analysis, and annual financial statements c/w comprehensive working papers - Daily sales and cash flow management - Payroll and benefit plan administration for 50 employees



White Spot Restaurant

• Courtenay, BC

• Management

  • Jan 1994 - Apr 1996

  - Supervised a team of 30+ - Designed and implemented the service staff training program - Established a culture of excellence and continuous improvement - Consistently achieved budgeted labour cost - Supervised a team of 30+ - Designed and implemented the service staff training program - Established a culture of excellence and continuous improvement - Consistently achieved budgeted labour cost