Bio
Credentials
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McGill Personal Finance Essentials
McGill University - Desautels Faculty of ManagementApr, 2021- Apr, 2026 -
Mutual Fund Representative
Desjardins Financial Services Firm inc.Nov, 2006- Apr, 2026
Experience
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Canada
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Information Technology & Services
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1 - 100 Employee
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Director of Project Management
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Dec 2022 - Present
Leading the project through the entire Project Management Lifecycle, working closely with Sales, Customer Service, Accounting, and IT, by covering all aspects of the project; including defining scope, controlling the budget, creating a detailed project plan, establishing milestones, and managing to plan. Understanding internal and external clients' processes and their integration with technology, goals, needs and priorities and act as a primary liaison between the business and the development team. Prioritizing Customer Success and Client Service while keeping the project on plan. Managing and facilitating project testing strategies and assure adequate Change Management processes are in place to deploy high-quality solutions. Assuring continuity and transparency of the support function after the project. Applying multiple approaches to problem-solving. Managing issues to completion. As well as consulting on best practices in leveraging propriety software tools, features and functionality specific for each client, to better their daily transportation experience. Effectively communicating project expectations to team members and stakeholders promptly and clearly.
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Director of Customer Experience
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Jun 2021 - Dec 2022
Responsible for maximizing the value and experience vHub users get from the platform, and building deep and trusted relationships. Driving user engagement and satisfaction, and continually improving our platform by listening to the feedback from our users. Managing and mentoring the team to ensure they are driving adoption, optimization and growth of our platform.
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Project Coordinator
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2019 - Jun 2021
Develop project strategies at each phase of the Online Platform development. vHub is an online platform that enables smart trailer sharing for the transportation industry, determine project improvements and changes is a continuous task. Maintain and monitor project plans, by testing the platform and gathering users’ feedback. Create a project management calendar for fulfilling each goal and objective in a timely manner. Document and follow up on important actions and decisions. Undertake new and additional project tasks as required and provide solutions and new ideas where applicable.
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Finloc 2000 Inc.
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Boucherville, Quebec
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Business Development Coordinator
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2018 - 2021
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Boucherville, Quebec
Prepare, analyze and approve credit files. Specializing in financing of new and used equipment for clients of the Transport Industry.
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United States
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Asset Manager
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2013 - 2017
Managed the life cycle performance of all assets in the Eastern Canada Business Unit, including, return on asset (ROA) on 3,200 plus vehicles. Oversaw fleet management, product line analysis, margin performance, customer and branch profitability, and vehicle performance analysis.• Created concrete actions plans for idle assets and maintained that number under 4% of the total assets, in collaboration with Maintenance, Rentals, and Sales.• Turned around asset margins above 20-25% by identifying problematic assets, determining the root cause, and taking actionable steps. • Maintained an up-to-date fleet by identifying low performing, aged, high mileage assets and disposing of assets through retail outlets for maximum gains (30-45%) while replacing with new.• Negotiated sourcing with several strategic vendors and worked alongside all departments, including sales and service, ensuring projects were delivered on schedule.• Drove the Operations team to repair vehicles, the Sales team to sign long-term contractual business on idle assets, and the Rental team to utilize short-term assets, meeting needs of the Asset Department and customers. • Analyzed a major vehicle repair, providing Operations teams with 2-3 options and recommendations for the best cost saving course of action.
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Management Trainee - Rental
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2011 - 2013
Worked cross-functionally with Sales, Finance, Operations and Asset Management to learn the whole business of the company as part of a 24-month intensive training program. Collaborated with Maintenance in order to increase vehicle up-time, with Asset management to have the optimal fleet size, and with Sales to promote long term contractual revenue and to ensure customer satisfaction.• Achieved 78% utilization rate by promoting and selling the rental product line to short and long-term customers.• Rotated the fleet, ensuring no rental assets were idle over 7 days.
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Desjardins
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Caisse populaire Desjardins Ukrainienne
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Financial Services Officer
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2003 - 2011
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Caisse populaire Desjardins Ukrainienne
Managed clients’ investment portfolios and advised clients of smart investment decisions. Oversaw and monitored credit files, performed recovery steps of accounts in default, and negotiated new terms. Prompted and professionally handled clients’ files, as well as provided assistance to Advisors and Financial Planners in building clients’ investment and credit files.• Generated $100-150K in new investments and personal loans by soliciting, developing and maintaining personalized business relationships with current and potential clients, promoting and selling Desjardins products and services.• Developed customized solutions for clients by identifying and analyzing member and client needs. • Adhered to policies, practices, and standards, as well as to the various laws governing the distribution of financial services, achieving compliance requirements.Previous role with Desjardins Caisse was Customer Service Agent.
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Education
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Concordia University
Bachelor, Economics with Basics in Business -
Marianopolis College
DEC, Commerce -
Loyola High School
Suggested Services
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