REALTOR®

• Jul 2019 - Present

Senior Investment Associate, Private Investments

• Dec 2018 - Mar 2019

Investment Associate

• Feb 2017 - Nov 2018

Worked closely with the Firm's leadership team to deliver outstanding service to clients and prospects. Involved in many aspects of a boutique investment management firm, including sales and marketing, client service, investment management, operations, trading, and product development. Worked closely with the Firm's leadership team to deliver outstanding service to clients and prospects. Involved in many aspects of a boutique investment management firm, including sales and marketing, client service, investment management, operations, trading, and product development.

Investment Analyst

• Nov 2014 - Mar 2016

Provided initial assessment and analysis on private and publicly traded investments; performed analysis of investment performance; managed the corporate treasury function, and worked with Company management on finance related assignments and business performance assessments. Provided initial assessment and analysis on private and publicly traded investments; performed analysis of investment performance; managed the corporate treasury function, and worked with Company management on finance related assignments and business performance assessments.

Investment Associate, Private Markets

• May 2013 - Nov 2014

Worked closely with and provided support to the Private Markets team by assisting in monitoring existing investments and performing due diligence on new investment opportunities. Worked closely with and provided support to the Private Markets team by assisting in monitoring existing investments and performing due diligence on new investment opportunities.

MBA Program & Marketing Assistant

• May 2012 - Sep 2012

Worked directly with the Assistant Dean of Graduate Programs, Faculty of Business Administration as the main point of contact for the incoming MBA cohort. Responsible for planning the week-long MBA Orientation, which incorporated educational sessions, social activities and networking opportunities. Worked directly with the Assistant Dean of Graduate Programs, Faculty of Business Administration as the main point of contact for the incoming MBA cohort. Responsible for planning the week-long MBA Orientation, which incorporated educational sessions, social activities and networking opportunities.

Client Service Representative (Work Term 2 & 3)

• May 2009 - Aug 2010

Accurately perform accounts payable tasks and ensured general ledger data was recorded into the Corporate Accounting System. Responsible to reviewed, verified and initiated payment of all Employee Travel Claims, while also accountable to prepare and issue refunds to external lenders on overpaid accounts. Accurately perform accounts payable tasks and ensured general ledger data was recorded into the Corporate Accounting System. Responsible to reviewed, verified and initiated payment of all Employee Travel Claims, while also accountable to prepare and issue refunds to external lenders on overpaid accounts.

Wings Team Member

• May 2007 - May 2010

Promoted the Red Bull product throughout the Maritimes, while seeking new users and providing information on the Red Bull product. Helped organize, promote & support Red Bull events and completed reports for each shift. Promoted the Red Bull product throughout the Maritimes, while seeking new users and providing information on the Red Bull product. Helped organize, promote & support Red Bull events and completed reports for each shift.

Assurance Services (Work Term 1)

• May 2008 - Aug 2008

Hired as a summer student to assist senior staff throughout the external audit procedures. Hired as a summer student to assist senior staff throughout the external audit procedures.