Experience

Blue Equinox

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Corporate Sales Manager

  • Jul 2022 - Present

  Spearheaded the development and implementation of IT solutions that met clients' needs and exceeded their expectations, resulting in increased revenue of CAD 7M and achieving 100% client satisfaction. • Fostered strong relationships with key clients globally by creating a strategic alliance of 41 local and national partners covering all 7 silos of IT, which resulted in achieving strategic initiatives. • Ensured compliance with industry standards and government regulations, which improved… Show more Spearheaded the development and implementation of IT solutions that met clients' needs and exceeded their expectations, resulting in increased revenue of CAD 7M and achieving 100% client satisfaction. • Fostered strong relationships with key clients globally by creating a strategic alliance of 41 local and national partners covering all 7 silos of IT, which resulted in achieving strategic initiatives. • Ensured compliance with industry standards and government regulations, which improved the security of infrastructure, data, and applications by 75%. • Maintained technical credibility by keeping up to date with industry trends and participating in technical training programs, which improved project outcomes and communication by 95% • Collaborated with senior management to set metrics and prepared weekly IT project progress quarterly reports, to ensure there were no setbacks and all tasks were completed swiftly and promptly. Show less Spearheaded the development and implementation of IT solutions that met clients' needs and exceeded their expectations, resulting in increased revenue of CAD 7M and achieving 100% client satisfaction. • Fostered strong relationships with key clients globally by creating a strategic alliance of 41 local and national partners covering all 7 silos of IT, which resulted in achieving strategic initiatives. • Ensured compliance with industry standards and government regulations, which improved… Show more Spearheaded the development and implementation of IT solutions that met clients' needs and exceeded their expectations, resulting in increased revenue of CAD 7M and achieving 100% client satisfaction. • Fostered strong relationships with key clients globally by creating a strategic alliance of 41 local and national partners covering all 7 silos of IT, which resulted in achieving strategic initiatives. • Ensured compliance with industry standards and government regulations, which improved the security of infrastructure, data, and applications by 75%. • Maintained technical credibility by keeping up to date with industry trends and participating in technical training programs, which improved project outcomes and communication by 95% • Collaborated with senior management to set metrics and prepared weekly IT project progress quarterly reports, to ensure there were no setbacks and all tasks were completed swiftly and promptly. Show less



NatWest Group

• United Kingdom
• Banking
• 700 & Above Employee

• Relationship Manager

  • Mar 2022 - Sep 2022

  Grew the loan book by 40M CAD through proactive prospecting and helping clients secure their dream homes through responsible lending within the first 2 quarters of 2021. • Responsible for high ticket closing – commercial properties averaging 4M CAD per real estate deal. Achieved through building long-lasting thriving relationships and getting referrals from commercial clients. • Made in charge of the Greater Manchester Hub division to train and nurture other relationship bankers and… Show more Grew the loan book by 40M CAD through proactive prospecting and helping clients secure their dream homes through responsible lending within the first 2 quarters of 2021. • Responsible for high ticket closing – commercial properties averaging 4M CAD per real estate deal. Achieved through building long-lasting thriving relationships and getting referrals from commercial clients. • Made in charge of the Greater Manchester Hub division to train and nurture other relationship bankers and collaborate on the digital-first project – where clients were provided 24/7 financial services on the go which resulted in overachieving personal KPIs by 38% and team KPIs by 23%. • Awarded top Relationship Manager for Midlands and North Region out of 118 Relationship managers for achieving 100% client satisfaction and overachieving personal KPIs.

• Senior Relationship Analyst

  • Feb 2020 - Mar 2022

  Boosted business acquisition with strategic prospecting initiatives and pursuit of favorable partnerships, resulting in a 15% increase in revenue and the loan book portfolio by CAD 3.5M. • Managed company risk by accurately assessing customer creditworthiness, reducing company and client risks, and ensuring 100% regulatory compliance. • Guided management in defining long- and short-term financial objectives, which improved financial performance and contributed to the company's success by… Show more Boosted business acquisition with strategic prospecting initiatives and pursuit of favorable partnerships, resulting in a 15% increase in revenue and the loan book portfolio by CAD 3.5M. • Managed company risk by accurately assessing customer creditworthiness, reducing company and client risks, and ensuring 100% regulatory compliance. • Guided management in defining long- and short-term financial objectives, which improved financial performance and contributed to the company's success by reducing operational costs by up to 10% for the department. • Optimized investment portfolios and supported client objectives using expansive knowledge of industry solutions, which improved investment returns by 30% over CAD 20M portfolio.



Nationwide Building Society

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jun 2019 - Feb 2020

  Identified opportunities for operational and financial performance enhancements by synthesizing data and generating actionable insights, resulting in a 30% improvement in profitability. Analyzed KPIs and other performance data to identify business and process deficiencies, recommending actions based on synthesized business intelligence and trend data. Managed output and dashboards to effectively report on key business intelligence. Used expertise in change management, information… Show more Identified opportunities for operational and financial performance enhancements by synthesizing data and generating actionable insights, resulting in a 30% improvement in profitability. Analyzed KPIs and other performance data to identify business and process deficiencies, recommending actions based on synthesized business intelligence and trend data. Managed output and dashboards to effectively report on key business intelligence. Used expertise in change management, information technology, and process improvement to drive organizational success. Show less Identified opportunities for operational and financial performance enhancements by synthesizing data and generating actionable insights, resulting in a 30% improvement in profitability. Analyzed KPIs and other performance data to identify business and process deficiencies, recommending actions based on synthesized business intelligence and trend data. Managed output and dashboards to effectively report on key business intelligence. Used expertise in change management, information… Show more Identified opportunities for operational and financial performance enhancements by synthesizing data and generating actionable insights, resulting in a 30% improvement in profitability. Analyzed KPIs and other performance data to identify business and process deficiencies, recommending actions based on synthesized business intelligence and trend data. Managed output and dashboards to effectively report on key business intelligence. Used expertise in change management, information technology, and process improvement to drive organizational success. Show less



Metro Bank (UK)

• United Kingdom
• Banking
• 700 & Above Employee

• Commercial/Business Banking Analyst

  • Feb 2018 - Jul 2019

  Developed and implemented relationship-driven strategies that maximized customer satisfaction and increased sales opportunities Consistently met revenue targets by smoothly cross-selling products to customers, resulting in a 25% increase in sales within six months Streamlined the sales process by preparing comprehensive forms and agreements, resulting in a 20% reduction in turnaround time Guided clients in developing financial plans based on individual criteria, resulting in a 15%… Show more Developed and implemented relationship-driven strategies that maximized customer satisfaction and increased sales opportunities Consistently met revenue targets by smoothly cross-selling products to customers, resulting in a 25% increase in sales within six months Streamlined the sales process by preparing comprehensive forms and agreements, resulting in a 20% reduction in turnaround time Guided clients in developing financial plans based on individual criteria, resulting in a 15% increase in customer retention Brought in new leads through presentations, referrals, and sales meetings, resulting in a 30% increase in new business. Show less Developed and implemented relationship-driven strategies that maximized customer satisfaction and increased sales opportunities Consistently met revenue targets by smoothly cross-selling products to customers, resulting in a 25% increase in sales within six months Streamlined the sales process by preparing comprehensive forms and agreements, resulting in a 20% reduction in turnaround time Guided clients in developing financial plans based on individual criteria, resulting in a 15%… Show more Developed and implemented relationship-driven strategies that maximized customer satisfaction and increased sales opportunities Consistently met revenue targets by smoothly cross-selling products to customers, resulting in a 25% increase in sales within six months Streamlined the sales process by preparing comprehensive forms and agreements, resulting in a 20% reduction in turnaround time Guided clients in developing financial plans based on individual criteria, resulting in a 15% increase in customer retention Brought in new leads through presentations, referrals, and sales meetings, resulting in a 30% increase in new business. Show less



Arbonne

• Manufacturing
• 700 & Above Employee

• Business Consultant

  • Feb 2016 - Mar 2018

  Created and implemented a unique strategy to introduce people to the business, resulting in a 50% increase in new business within six months Successfully achieved sales targets of £15,000 in a month, through effective marketing strategies and collaborating with fellow consultants under the supervision of district managers Optimized the marketing strategy when launching new products through social media such as Facebook and the company website, resulting in a 20% increase in online… Show more Created and implemented a unique strategy to introduce people to the business, resulting in a 50% increase in new business within six months Successfully achieved sales targets of £15,000 in a month, through effective marketing strategies and collaborating with fellow consultants under the supervision of district managers Optimized the marketing strategy when launching new products through social media such as Facebook and the company website, resulting in a 20% increase in online sales Improved process efficiency by identifying areas of improvement and implementing process changes, resulting in a 10% reduction in turnaround time Show less Created and implemented a unique strategy to introduce people to the business, resulting in a 50% increase in new business within six months Successfully achieved sales targets of £15,000 in a month, through effective marketing strategies and collaborating with fellow consultants under the supervision of district managers Optimized the marketing strategy when launching new products through social media such as Facebook and the company website, resulting in a 20% increase in online… Show more Created and implemented a unique strategy to introduce people to the business, resulting in a 50% increase in new business within six months Successfully achieved sales targets of £15,000 in a month, through effective marketing strategies and collaborating with fellow consultants under the supervision of district managers Optimized the marketing strategy when launching new products through social media such as Facebook and the company website, resulting in a 20% increase in online sales Improved process efficiency by identifying areas of improvement and implementing process changes, resulting in a 10% reduction in turnaround time Show less



London Stone Securities

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Investment Research Analyst (Work Placement)

  • Apr 2017 - Jul 2017

  Managed a portfolio worth $250K, continuously maintaining or increasing returns, resulting in a 15% return on investment within four months Conducted financial analysis and created financial models to optimize investment strategies, resulting in a 10% increase in investment returns Provided ad-hoc financial analysis, prepared plans of action for investment, and presented oral and written reports on general economic trends, individual corporations, and entire industries, resulting in… Show more Managed a portfolio worth $250K, continuously maintaining or increasing returns, resulting in a 15% return on investment within four months Conducted financial analysis and created financial models to optimize investment strategies, resulting in a 10% increase in investment returns Provided ad-hoc financial analysis, prepared plans of action for investment, and presented oral and written reports on general economic trends, individual corporations, and entire industries, resulting in increased accuracy and effectiveness in decision-making Leveraged deep understanding of data science tools and workflows to enhance research and help companies determine market position based on currently available data, resulting in a 20% improvement in data accuracy and a 15% increase in overall efficiency. Show less Managed a portfolio worth $250K, continuously maintaining or increasing returns, resulting in a 15% return on investment within four months Conducted financial analysis and created financial models to optimize investment strategies, resulting in a 10% increase in investment returns Provided ad-hoc financial analysis, prepared plans of action for investment, and presented oral and written reports on general economic trends, individual corporations, and entire industries, resulting in… Show more Managed a portfolio worth $250K, continuously maintaining or increasing returns, resulting in a 15% return on investment within four months Conducted financial analysis and created financial models to optimize investment strategies, resulting in a 10% increase in investment returns Provided ad-hoc financial analysis, prepared plans of action for investment, and presented oral and written reports on general economic trends, individual corporations, and entire industries, resulting in increased accuracy and effectiveness in decision-making Leveraged deep understanding of data science tools and workflows to enhance research and help companies determine market position based on currently available data, resulting in a 20% improvement in data accuracy and a 15% increase in overall efficiency. Show less