Experience

RBC Wealth Management
• Canada
• Financial Services
• 700 & Above Employee
• Director, Strategy & Transformation - Product Management, RBC Private Banking

  • Jul 2023 - Present

RBC
• France
• Design Services
• 1 - 100 Employee
• Vice President, Structured Credit

  • Jul 2020 - Jul 2023


RBC Wealth Management – Private Banking

• Canada
• Financial Services
• 200 - 300 Employee

• Director, Credit Structures - RBC Private Banking

  • Jan 2018 - Jul 2020

  Responsible for structuring complex credit transactions for high net worth and ultra-high net worth client segments.

• Associate Director, Credit Structures

  • Mar 2017 - Jan 2018

  • Responsible for completing annual renewal of complex credit transactions for high net worth and ultra-high net worth client segments.• Key contributor in facilitating conversion of paper-based transaction requests to automated application. • Key contributor in developing standardized proposal outline template for new credit submission process.

• Manager, Credit Structures - RBC Private Banking

  • Oct 2012 - Mar 2017

  • Responsible for the management of two credit portfolios totaling in excess of $260 million• Provided support to two Private Bankers for all matters related to RBC credit products and services• Provided advice directly to clients and ensured credit needs were met in a timely manner• Managed end-to-end credit process from origination to implementation

• Senior Account Manager, Business Banking

  • Aug 2007 - Oct 2012

  • Built client base from 13 to 250 Small Business clients, acting as single point of contact for all business and personal banking needs • Achieved top sales volumes year-over-year • Responsible for securing business and personal loans, investments and mortgages • As senior team member, acted in mentor capacity to colleagues and served as anchor for high-value client relationships • Volunteered for and participated in several pilot projects • Built client base from 13 to 250 Small Business clients, acting as single point of contact for all business and personal banking needs • Achieved top sales volumes year-over-year • Responsible for securing business and personal loans, investments and mortgages • As senior team member, acted in mentor capacity to colleagues and served as anchor for high-value client relationships • Volunteered for and participated in several pilot projects



Cresa

• United States
• Real Estate
• 500 - 600 Employee

• Commercial Real Estate Advisor

  • Nov 2005 - Dec 2006

  • Participated in all stages of the commercial real estate transaction process • Achieved highest sales results out of all Sales Representatives in equivalent tenure band • Conducted detailed evaluation of clients’ needs with respect to real estate requirements • Provided market analysis and presentation of conceptual alternatives • Managed lease negotiations with new and existing landlords • Serviced clients’ needs beyond completion of transaction • Participated in all stages of the commercial real estate transaction process • Achieved highest sales results out of all Sales Representatives in equivalent tenure band • Conducted detailed evaluation of clients’ needs with respect to real estate requirements • Provided market analysis and presentation of conceptual alternatives • Managed lease negotiations with new and existing landlords • Serviced clients’ needs beyond completion of transaction