Experience

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  Nicholson & Cates Limited

  • Toronto, Ontario, Canada

  • New Business Development

    • Oct 2023 - Present
    • Toronto, Ontario, Canada

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  BTIG

  • Hong Kong, Hong Kong SAR

  • Equity Sales Trader

    • Apr 2023 - Sep 2023
    • Hong Kong, Hong Kong SAR

    - Conduct market analysis and provide investment recommendations to clients, leveraging Bloomberg Terminal data and analysis tools- Collaborate with research analysts to develop investment strategies and identify opportunities for rebalancing and optimization - Analyze and interpret outsourced information to create ideal Excel models for the trading desk to give them leverage on other brokerages with market insight and up-to-date market knowledge to give to the clients

• 

  Excelsior Capital Asia

  • Hong Kong, Hong Kong SAR

  • Private Equity Intern

    • Aug 2022 - Mar 2023
    • Hong Kong, Hong Kong SAR

    - As a member of the investment team at Excelsior Capital Asia, I play a role in sourcing and researching potential investment opportunities across Southeast Asia. Through my deep understanding of the regional market and industry trends, I identified and evaluated corporations that aligned with our investment thesis and criteria, ultimately contributing to the firm's success in the region.- Reporting directly to the Founder and CEO of Excelsior Capital Asia, Gary Lawrence, I developed a strong working relationship with senior leadership and gained valuable insight into the strategic vision and direction of the firm

• 

  China Hockey Group (CHG)

  • Hong Kong, Hong Kong SAR

  • Junior Tigers Youth Hockey Program, Coach

    • Aug 2022 - Mar 2023
    • Hong Kong, Hong Kong SAR

    - Youth ice hockey coach in Hong Kong, coaching players ages 5 to 16 years old- Work collaboratively with participants, parents, and coaches to maximize the experience of playing ice hockey- Organize and plan on and off-ice training regimens tailored to the needs and skill levels of each individual player- Instill a love of ice hockey in the next generation of players through dedication and passion for the sport- Bring skills and expertise as a dedicated and experienced coach to any team or organization seeking to cultivate a supportive and engaging environment for young athletes.

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  Equitable Advisors

  • New York, New York, United States

  • Summer Intern

    • Jun 2021 - Aug 2021
    • New York, New York, United States

    - Managed and oversaw marketing meetings and calls, utilizing strong communication and interpersonal skills to build relationships and drive sales.- Collaborated with cross-functional teams to support marketing initiatives and business development, developing a deep understanding of the marketing landscape and the importance of effective collaboration and communication.- Assisted in outgoing calls to potential clients, leveraging my skills in sales and marketing to build brand awareness and drive business growth.- Possess strong project management and analytical skills, allowing me to streamline processes and optimize outcomes.- Committed to excellence and success, with a dedication to delivering results that exceed expectations.

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  Andy's Home & Lawn Service Inc.

  • Toronto, Ontario, Canada

  • Landscaper

    • Mar 2019 - Sep 2020
    • Toronto, Ontario, Canada

    -Led crew members on assigned home and lawn care projects.-Responsible for crew safety and maintaining a high-quality work environment.-Helped design proper work routes to optimize work efficiency.

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  Mosaic North America

  • Brand Representative

    • Jun 2016 - Mar 2019

    - Placed new products in multiple government-licensed liquor stores as a brand ambassador for a leading liquor company- Increased sales through effective communication and relationship-building with customers and LCBO staff- Strengthened sales and marketing skills through this experience- Developed a deep appreciation for the importance of customer service and relationship-building.