Manager, Sales & Strategic Training

• Oct 2019 - Present

• Proven leader in spearheading strategic planning, business growth, and sales training for 17 high-performing teams across multiple regions. • Champion in crafting and executing comprehensive business strategies to drive sales excellence. • Accomplished negotiator, delivering standout results for the company, partners, and clients. • Recognized expert in electric school bus offerings, providing product education, sales, and marketing expertise. • Innovative trainer, designing… Show more • Proven leader in spearheading strategic planning, business growth, and sales training for 17 high-performing teams across multiple regions. • Champion in crafting and executing comprehensive business strategies to drive sales excellence. • Accomplished negotiator, delivering standout results for the company, partners, and clients. • Recognized expert in electric school bus offerings, providing product education, sales, and marketing expertise. • Innovative trainer, designing, delivering, and maintaining a dynamic sales training curriculum for internal and external partners. • Adaptable and agile, successfully leading a 10-week North American sales training program online during the COVID-19 pandemic, engaging over 300 sales professionals and driving productivity. • Dynamic contributor to the company’s strategic marketing plan, driving decisions and development. • Strategic relationship builder, identifying, researching, and expanding distribution channels to increase market share through new and existing partners and clients.

Regional Sales Manager

• Jun 2016 - Oct 2019

• Trusted advisor for expanding and nurturing customer relationships through training and development of top-performing territory sales managers, building rapport, and identifying new business opportunities. • Market specialist, leveraging in-depth knowledge to promote Micro Bird's unique value propositions and competitive edge. • Influential communicator, guiding financial discussions on total cost of ownership and life-cycle cost analysis with decision makers. • Collaborative… Show more • Trusted advisor for expanding and nurturing customer relationships through training and development of top-performing territory sales managers, building rapport, and identifying new business opportunities. • Market specialist, leveraging in-depth knowledge to promote Micro Bird's unique value propositions and competitive edge. • Influential communicator, guiding financial discussions on total cost of ownership and life-cycle cost analysis with decision makers. • Collaborative partner, co-developing and implementing a comprehensive Micro Bird Sales Training Program in conjunction with Blue Bird Corporation's Learning & Development Team. • Industry thought leader, actively attending events and conferences to stay current on market trends and providing valuable insights. • Dynamic educator, conducting plant tours and product education to enhance understanding and build relationships with visiting partners and clients.

Founder & CEO

• Sep 2020 - Present

Wealthy Unicorn is a financial education company that provides tailored programs to employers to help attract, engage, and retain top talent in today's competitive workforce. Our programs are designed to equip employees with the knowledge and tools they need to achieve financial wellness and independence. Research shows that financial education programs can reduce employee financial distress, improve engagement, and minimize direct costs associated with low levels of financial wellness… Show more Wealthy Unicorn is a financial education company that provides tailored programs to employers to help attract, engage, and retain top talent in today's competitive workforce. Our programs are designed to equip employees with the knowledge and tools they need to achieve financial wellness and independence. Research shows that financial education programs can reduce employee financial distress, improve engagement, and minimize direct costs associated with low levels of financial wellness. We believe that by providing Canadians with comprehensive and practical financial education, we can help improve their overall well-being, reduce financial stress, and empower individuals to make informed financial decisions that positively impact their lives. Our core values of diversity and inclusion are reflected in the work we do. We believe that financial education should be accessible to everyone, regardless of their background or identity. By partnering with Wealthy Unicorn, you are investing in your employees' financial future and promoting a more inclusive workplace culture. We also believe in giving back to our community, which is why we donate 5% of your investment in your employees to Egale, Canada's leading organization for LGBTQI2S people and issues. Show less Wealthy Unicorn is a financial education company that provides tailored programs to employers to help attract, engage, and retain top talent in today's competitive workforce. Our programs are designed to equip employees with the knowledge and tools they need to achieve financial wellness and independence. Research shows that financial education programs can reduce employee financial distress, improve engagement, and minimize direct costs associated with low levels of financial wellness… Show more Wealthy Unicorn is a financial education company that provides tailored programs to employers to help attract, engage, and retain top talent in today's competitive workforce. Our programs are designed to equip employees with the knowledge and tools they need to achieve financial wellness and independence. Research shows that financial education programs can reduce employee financial distress, improve engagement, and minimize direct costs associated with low levels of financial wellness. We believe that by providing Canadians with comprehensive and practical financial education, we can help improve their overall well-being, reduce financial stress, and empower individuals to make informed financial decisions that positively impact their lives. Our core values of diversity and inclusion are reflected in the work we do. We believe that financial education should be accessible to everyone, regardless of their background or identity. By partnering with Wealthy Unicorn, you are investing in your employees' financial future and promoting a more inclusive workplace culture. We also believe in giving back to our community, which is why we donate 5% of your investment in your employees to Egale, Canada's leading organization for LGBTQI2S people and issues. Show less

Senior District Manager, Small Business Solutions

• Jun 2014 - Jun 2016

• Skilled relationship builder, responsible for strengthening the partnership between ADP and BMO Bank of Montreal branches on the island of Montreal. • Innovative cultivator, successfully developing and growing a new partnership with Scotiabank branches in Greater Montreal and Quebec City. • Strategic thinker, implementing a territory management model with BMO that resulted in double the number of qualified leads generated for ADP. • Top performer, consistently ranking among the top 5… Show more • Skilled relationship builder, responsible for strengthening the partnership between ADP and BMO Bank of Montreal branches on the island of Montreal. • Innovative cultivator, successfully developing and growing a new partnership with Scotiabank branches in Greater Montreal and Quebec City. • Strategic thinker, implementing a territory management model with BMO that resulted in double the number of qualified leads generated for ADP. • Top performer, consistently ranking among the top 5 District Managers, Small Business Solutions across Canada based on sales success. • Dynamic business developer, driving growth through diverse channels including bank leads, accountant referrals, U.S. leads, prospecting, cold-calling, and client referrals. • Aspiring leader, member of ADP's Leadership Development Program, seeking opportunities to grow and contribute to organizational success.

District Manager, Small Business Solutions

• Jun 2013 - Jun 2014

Co-Owner, CFO & Business Development Manager

• Aug 2012 - Jun 2013

• Proactive financial strategist, overseeing all budget management, cost-benefit analysis, forecasting, and funding initiatives for long-term success. • Skilled business plan creator, developing and maintaining plans to drive operational excellence and maximize return on investment. • Results-oriented financial manager, overseeing daily activity, monitoring cash flow, and preparing comprehensive financial reports. • Market-savvy analyst, continuously scoping out industry trends and… Show more • Proactive financial strategist, overseeing all budget management, cost-benefit analysis, forecasting, and funding initiatives for long-term success. • Skilled business plan creator, developing and maintaining plans to drive operational excellence and maximize return on investment. • Results-oriented financial manager, overseeing daily activity, monitoring cash flow, and preparing comprehensive financial reports. • Market-savvy analyst, continuously scoping out industry trends and conducting competitor and sales analyses to stay ahead of the game. • Innovative opportunity seeker, identifying new sales opportunities in existing markets and creating targeted sales and marketing strategies. • Continuous learner, recognizing industry trends and implementing innovative sales and marketing initiatives through social media, website design, e-mail, direct-mail marketing, and word-of-mouth. • Thought leader, participating in workshops, trade shows, and seminars to stay current and bring fresh ideas to the business. Show less • Proactive financial strategist, overseeing all budget management, cost-benefit analysis, forecasting, and funding initiatives for long-term success. • Skilled business plan creator, developing and maintaining plans to drive operational excellence and maximize return on investment. • Results-oriented financial manager, overseeing daily activity, monitoring cash flow, and preparing comprehensive financial reports. • Market-savvy analyst, continuously scoping out industry trends and… Show more • Proactive financial strategist, overseeing all budget management, cost-benefit analysis, forecasting, and funding initiatives for long-term success. • Skilled business plan creator, developing and maintaining plans to drive operational excellence and maximize return on investment. • Results-oriented financial manager, overseeing daily activity, monitoring cash flow, and preparing comprehensive financial reports. • Market-savvy analyst, continuously scoping out industry trends and conducting competitor and sales analyses to stay ahead of the game. • Innovative opportunity seeker, identifying new sales opportunities in existing markets and creating targeted sales and marketing strategies. • Continuous learner, recognizing industry trends and implementing innovative sales and marketing initiatives through social media, website design, e-mail, direct-mail marketing, and word-of-mouth. • Thought leader, participating in workshops, trade shows, and seminars to stay current and bring fresh ideas to the business. Show less

International MBA Graduate

• Sep 2011 - Aug 2012

Innovators and entrepreneurs do more than stay ahead of change – they drive it. Israel produces more start-ups per-capita than China, India, Canada, Japan, and the UK and attracts twice as much venture-capital investment as the US and 30 times more than Europe. At the center of it all is Tel Aviv. Ranked "The world’s 2nd best start-up ecosystem" by Startup Genome and "Third Best City" by Lonely Planet, Tel Aviv is home to Israel’s start-up community and Tel Aviv University's Recanati… Show more Innovators and entrepreneurs do more than stay ahead of change – they drive it. Israel produces more start-ups per-capita than China, India, Canada, Japan, and the UK and attracts twice as much venture-capital investment as the US and 30 times more than Europe. At the center of it all is Tel Aviv. Ranked "The world’s 2nd best start-up ecosystem" by Startup Genome and "Third Best City" by Lonely Planet, Tel Aviv is home to Israel’s start-up community and Tel Aviv University's Recanati Business School – the only Israeli business school to be awarded international accreditation by the AACSB. With over 40 years of experience, Recanati continues to be the #1 choice of Israeli students and Recanati graduates remain the #1 choice of Israeli employers. With Israel as our classroom and the Recanati Business School as our center-of-excellence, the Sofaer International MBA, designed for both Israeli and international students, provides the opportunity to leverage Israel’s unique approach to business within an international framework that includes exchange-options, an international study-tour, and globally-orientated career management support. Show less Innovators and entrepreneurs do more than stay ahead of change – they drive it. Israel produces more start-ups per-capita than China, India, Canada, Japan, and the UK and attracts twice as much venture-capital investment as the US and 30 times more than Europe. At the center of it all is Tel Aviv. Ranked "The world’s 2nd best start-up ecosystem" by Startup Genome and "Third Best City" by Lonely Planet, Tel Aviv is home to Israel’s start-up community and Tel Aviv University's Recanati… Show more Innovators and entrepreneurs do more than stay ahead of change – they drive it. Israel produces more start-ups per-capita than China, India, Canada, Japan, and the UK and attracts twice as much venture-capital investment as the US and 30 times more than Europe. At the center of it all is Tel Aviv. Ranked "The world’s 2nd best start-up ecosystem" by Startup Genome and "Third Best City" by Lonely Planet, Tel Aviv is home to Israel’s start-up community and Tel Aviv University's Recanati Business School – the only Israeli business school to be awarded international accreditation by the AACSB. With over 40 years of experience, Recanati continues to be the #1 choice of Israeli students and Recanati graduates remain the #1 choice of Israeli employers. With Israel as our classroom and the Recanati Business School as our center-of-excellence, the Sofaer International MBA, designed for both Israeli and international students, provides the opportunity to leverage Israel’s unique approach to business within an international framework that includes exchange-options, an international study-tour, and globally-orientated career management support. Show less

Manager, Personal Financial Services

• Apr 2008 - Jul 2010

• Accomplished personal financial advisor, ranking among the top 20 in Quebec based on sales performance, volume growth, and other key metrics. • Trusted advisor to a $50 million portfolio of high net worth personal and small business clients. • Experienced mutual fund representative, ranking 12th among the top 100 in Canada based on net sales. • Business development specialist, driving growth through sales initiatives and leading successful branch campaigns. • Inspiring leader… Show more • Accomplished personal financial advisor, ranking among the top 20 in Quebec based on sales performance, volume growth, and other key metrics. • Trusted advisor to a $50 million portfolio of high net worth personal and small business clients. • Experienced mutual fund representative, ranking 12th among the top 100 in Canada based on net sales. • Business development specialist, driving growth through sales initiatives and leading successful branch campaigns. • Inspiring leader, responsible for the management, development, support, and training of junior staff and new hires. • Operations expert, with a focus on cash management and security, and a thorough understanding of day-to-day branch operations.

Financial Services Representative

• Apr 2006 - Apr 2008

Customer Service Representative

• Apr 2005 - Apr 2006

Operations and Logistics Coordinator

• Jun 2002 - Jan 2005

• Expertly managed and coordinated logistics operations as an Operations and Logistics Administrator at a leading Canadian ladies' private brand apparel manufacturer and distributor • Utilized an internet-based traffic management system to prepare orders and schedule shipments with ease • Maintained open communication with shipping teams at the company's multiple distribution facilities to ensure smooth and efficient operations • Updated order information and traffic schedules to stay… Show more • Expertly managed and coordinated logistics operations as an Operations and Logistics Administrator at a leading Canadian ladies' private brand apparel manufacturer and distributor • Utilized an internet-based traffic management system to prepare orders and schedule shipments with ease • Maintained open communication with shipping teams at the company's multiple distribution facilities to ensure smooth and efficient operations • Updated order information and traffic schedules to stay ahead of the logistics game • Demonstrated proficiency in inventory control by accurately entering received inventory into the system • Contributed to a successful project presentation for the CEO by organizing and presenting production records • Earned recognition for adding value to the company through dedication and attention to detail in administrative operations. Show less • Expertly managed and coordinated logistics operations as an Operations and Logistics Administrator at a leading Canadian ladies' private brand apparel manufacturer and distributor • Utilized an internet-based traffic management system to prepare orders and schedule shipments with ease • Maintained open communication with shipping teams at the company's multiple distribution facilities to ensure smooth and efficient operations • Updated order information and traffic schedules to stay… Show more • Expertly managed and coordinated logistics operations as an Operations and Logistics Administrator at a leading Canadian ladies' private brand apparel manufacturer and distributor • Utilized an internet-based traffic management system to prepare orders and schedule shipments with ease • Maintained open communication with shipping teams at the company's multiple distribution facilities to ensure smooth and efficient operations • Updated order information and traffic schedules to stay ahead of the logistics game • Demonstrated proficiency in inventory control by accurately entering received inventory into the system • Contributed to a successful project presentation for the CEO by organizing and presenting production records • Earned recognition for adding value to the company through dedication and attention to detail in administrative operations. Show less