Experience

Capital360 Mortgage

• Canada
• Financial Services
• 1 - 100 Employee

• Mortgage Agent

  • Jan 2021 - Present

  Your time is a precious commodity, and I’m an expert in taking care of the financing details on your behalf – with your best interest in mind. I will shop your mortgage options to a number of leading Canadian financial institutions, many of which Canadians have trusted for generations, and find the mortgage that’s best for you. Plus, I have access to broker-only mortgage lenders, which could offer mortgage rates and features that you may not otherwise have access to. What’s more, I’ll take your needs and goals into consideration when shopping for your mortgage. I understand that mortgages aren’t a one size fits all proposition. Using our exclusive Mortgage Market technology, I’m able to factor in a number of lifestyle and financial variables to search for the mortgage that’s exactly right for you. Show less



AM Mortgages Inc. Powered by Capital360 Broker Lic. #13059

• Ontario, Canada

• Mortgage Agent

  • Jan 2021 - Present



CIBC

• Canada
• Banking
• 700 & Above Employee

• Mobile Investment Consultant

  • Aug 2018 - Jan 2021



RBC Bank

• United States
• Banking
• 700 & Above Employee

• Commercial Service Advisor

  • Jun 2017 - Aug 2018

  The Commercial Service Advisor provides deep subject matter expertise and best in class, dedicated relationship servicing to existing Commercial clients in the end to end execution of the full suite of CFS product transactions and services (including D2D, deposits, lending, Visa, GIC’s, For Ex, LC’s, RBC Express etc.) on boarding activities, opportunity spotting and referring new Commercial client business as appropriate. Builds on and collaborates with Commercial Account Manager (CAM) and Associate Account Manager (AAM), as part of the Relationship Team in managing a portfolio of CFS clients to deliver on strategic business priorities of Revenue Growth & improving best in class Client Experience. Utilizes keen sense of urgency and increased depth and breadth of product/process knowledge to execute the best solutions at source where possible. Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Account Service Agent

  • May 2015 - Jun 2017

  Responsible for processing of moderately complex client transactions within one or more RBC product or service line(s) utilizing on-line input to various systems ensuring quality and accuracy of incoming and outgoing workflow and/or documents. Responsible for processing of moderately complex client transactions within one or more RBC product or service line(s) utilizing on-line input to various systems ensuring quality and accuracy of incoming and outgoing workflow and/or documents.