Investment Banker, Mergers & Acquisitions

• Sep 2022 - Present

Strategy & Business Development Analyst Co-op

• May 2022 - Aug 2022

International Wealth Management Co-op

• Sep 2021 - Dec 2021

Wealth Distribution & Advisory Wealth Distribution & Advisory

International Wealth Management Co-op

• Jan 2021 - Apr 2021

International Private Banking International Private Banking

Member Service Representative

• Jan 2019 - Sep 2020

Balanced and reconciled treasury blotters on a weekly basis. Performed quarter and annual branch balancereports• Collaborated with manager to establish monthly and yearly branch goals that resulted in a 50% sales growth• Analyzed branch wallet and assisted management in finding potential sales opportunities which led to branchachievement of monthly targets for 3 months in a row• Assisted with digitalization of Branch administration processes which led to a more efficient auditing process• Interacted with customers on a daily basis, provided product recommendation as well as account reviews Show less

Member Experience Representative

• Sep 2016 - Dec 2018

Analyzed personal financial statements in order to evaluate credit worthiness, establish lending criteria andadvise potential lending option/opportunities for our credit union members• Monitored and contributed to the expansion of branch term deposit goals on a monthly basis resulting in over100k wallet increase• Identify and coordinated referrals to the Commercial and Wealth department to increase their wallet growth• Established and maintained client relationship, with the goal of retaining and expanding business withprospective and current members which led to over 2 million dollars in new funds on a yearly basis• Acted as Branch Manager during weekend hours, assisted team with credit deals and organized daily schedule Show less

Lead Server

• Aug 2014 - Sep 2016