Bio
Credentials
-
Canadian Private Capital Investment School
The Ivey Academy - Executive Education - Ivey Business SchoolJun, 2021- Apr, 2026 -
Minister
Universal Life ChurchJun, 2017- Apr, 2026 -
Foundations of UX: Logic and Content
Lynda.comFeb, 2016- Apr, 2026 -
Project Management Fundamentals
Lynda.comFeb, 2016- Apr, 2026 -
Sales Skills Fundamentals
Lynda.comFeb, 2016- Apr, 2026 -
Writing Fundamentals: The Craft of Story
Lynda.comFeb, 2016- Apr, 2026
Experience
-
-
Canada
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Associate, Platform & Impact
-
May 2022 - Present
● Collaborate with Managing Partner to support Investor Relations: Design, execute, and deliver customized impact investment and financial metrics for portfolio companies; deployed Amplify’s Investor Portal● Supporting portfolio companies through Impact Measurement and Monitoring and B Corp, resulting in proprietary impact investing performance models and investment construction modelling● Proactively support Senior Management with fund operations, project management, and special projects and initiatives, including fundraising
-
-
Investment Analyst
-
Jan 2022 - May 2022
● Manage the Annual and Quarterly Reporting: Update reports to provide financial, business, and impact of Fund I and Fund II to Limited Partners● Manage Public Relations: Draft and coordinate Press Releases (in French and English); Create and curate thought leadership on Impact Investing; Manage special PR and marketing projects● Support Investor Relations: Design, execute, and deliver customized impact investment and financial metrics for portfolio companies● Support B Corp review process for each investment; Support UN SDG and IRIS+ rating, review, and reporting● Support new investment diligence and portfolio company onboarding
-
-
Fund Fellow
-
May 2020 - Present
-
Ontario, Canada
My team's Value Investing stock pick was selected to be a part of the Ivey Value Fund (either an immediate buy or added to the watchlist). As a part of the Ivey Value Fund, my team and I are working as portfolio managers in collaboration with the fund's Advisory Board, Managing Director, and Fund Managers to research, track, analyze and report on the stock's performance to the fund's investors.● Part-time volunteer position to screen and assess investment opportunities for the Ivey Value Fund portfolio. Performed quantitative and qualitative analysis to value securities and advised Portfolio Managers on buy/sell/hold decisions● Analyzed annual and quarterly financial statements to optimize portfolio performance to maximize value and ROI to fund investors and stakeholders
-
Audencia
-
Nantes, Pays de la Loire, France
-
Executive MBA Program Assistant
-
Oct 2020 - Nov 2021
-
Nantes, Pays de la Loire, France
● Case writer and curriculum assistant, responsible for advising on and creating the curriculum and course content for the Chief Value Officer EMBA – the first MBA in the world dedicated to transforming measurement, control and audit professions● Created teaching materials for professors to solve partners’ challenges in managerial accounting, integrated reporting, value creation, responsible strategic thinking, sustainable finance, big data, quantitative financial analysis, and carbon footprint accounting for businesses● Bottom-up research to identify real business challenges for use as the basis to create a novel curriculum in partnership with industry partners, including L’Oréal, Accor Hotel Group, and Nestlé International
-
-
Canada
-
Software Development
-
700 & Above Employee
-
Customer Marketing Manager
-
Jan 2018 - Feb 2019
As the Customer Marketing Manager I am responsible for generating customer referral opportunities, increase BDR and Sales effectiveness via customer reference programs, and drive market adoption of the TouchBistro brand across all markets, specifically Toronto, Vancouver, New York City, Chicago, and Austin.● Led a cross-functional team with the VPs from Product, Marketing, Demand Generation, Sales, and Customer Success to create a customer feedback loop and new revenue streams resulting in a 250% increase in referral leads (with the highest conversion to customer), increased customer satisfaction, and actionable product feedback● Conducted landscape research and developed demand generation strategies, including budgeting and financial forecasting, using Salesforce dashboards and reporting, resulting in scaling the function’s contribution to the company’s sales funnel from 60 leads in 2017 to 2,200 in 2018 with a $500,000 annual budget● Leveraged internal relationships to experiment with new revenue-driving initiatives, using customer data, market research, and insights from various teams and seniority. The final iteration resulted in an efficient implementation of customer retention strategies and product development operational improvement that successfully minimized revenue loss and maximized customer acquisition ● Responsible for growing the pillars contribution to the company's sales funnel through referrals, references, and advocacy from 60 MQLs in 2017 to 2,200 MQLs in 2018
-
-
Customer Marketing Specialist
-
Oct 2017 - Dec 2017
-
-
Events & Partner Demand Gen Specialist
-
Sep 2016 - Oct 2017
As the Partner Demand Gen Specialist, I take full ownership of driving leads and opportunities through 3rd-party and events marketing. I have the opportunity to work with all pillars of the marketing team and other departments to deliver everything from identifying partners to executing co-budgeted marketing campaigns.● Managed an annual budget of $250,000 to execute global co-marketing campaigns generating 1,700 sales leads (60% over 2017 target) for TouchBistro; strengthened relationships with eight strategic partners including Apple, Square, PayPal, and Vantiv, resulting in exceptional campaign performance (below)● Executed 14 lead generating trade events across the US and Canada with strategic partners, recuperating 50% of 2017 budget, increasing revenue-driving opportunities for the company in new markets and from partner lead referral programs● Develop training and sales enablement collateral to onboard new partners and keep them up-to-date on TouchBistro’s product and marketing initiatives; Worked on a cross-functional team including content marketing, design, product, and customer marketing teams to ensure message consistency across all partners● Budgeted and forecasted on spend and reachability of campaigns; Monitored and reported on all KPIs under partner and events marketing with ROI, learnings, and next steps
-
Nike
-
Toronto, Canada Area
-
Nike+ Run Club Pacer
-
Jun 2016 - Jan 2019
-
Toronto, Canada Area
Part-time (evenings and weekends) event staff for marketing events, product launch events, and community building events. Lead runners and media on weekly runs and workouts through Toronto. Inspire, motivate and encourage members to develop themselves personally and achieve their short- and long-term goals.Sign up for Nike+ Runs at Nike.com/Toronto
-
ecobee
-
Toronto, Canada Area
-
Content Strategist
-
Feb 2015 - Nov 2016
-
Toronto, Canada Area
● Project Manager and QA for Ecobee.com, implemented SEO and content marketing programs to increase search traffic and conversions; optimized web-updates, feature releases, and customer knowledgebase to reduce cost-per-conversion and alleviated inbound customer support volume ● Conducted market and competitive research to author 100+ content pieces, including mass communications, publishing an article in a reputable energy publication in California, and knowledgebase content resulting in an average 15% month-over-month increase in search traffic, increasing Ecobee’s global brand awareness and inbound sales opportunities● Managed vital partner relationships and crafted communications for product integration programs for Apple Home Kit, Wink, Logitech, and Amazon, resulting in increased customer knowledge, product adoption, and 100% engagement from customer advocates
-
Education
-
2019 - 2020Ivey Business School at Western University
Master of Business Administration, MBA -
2010 - 2014Carleton University
Bachelor of Arts Honours: Communication Studies, Minors in Business and in Entrepreneurship
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Venture Capital and Private Equity Principals”
Looking to Create a Custom Project?Get StartedNeed a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content. Click here to join now -