Bio
Credentials
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Canadian Securities Course
Canadian Securities Institute (CSI) -
Certified Financial Planner
Financial Planning Standards Council (FPSC) -
Professional Financial Plannning
Canadian Securities Institute (CSI)
Experience
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RBC
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Lambton-Kent Ontario
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Senior Relationship Manager - Commercial Financial Services
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Sep 2017 - Present
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Lambton-Kent Ontario
RBC is North American Retail Bank of the Year’ for third consecutive year in 2020 and a 2020 Best Workplaces for Giving Back (Great Place to Work). RBC was also presented with the 2020 Celent Model Bank of the Year award for delivering personalized client engagement, creating exceptional customer-focused experiences and building digital literacy among employees.
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DG2 Consulting
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Ontario, Canada
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Principal Consultant
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Nov 2008 - Sep 2017
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Ontario, Canada
DG2 Consulting provides leadership, growth, team-building, strategic and operational guidance to owners and executive leadership teams for Small and Medium Sized Enterprises (SME's).
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AC Technical Systems Ltd
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Whitby, ON
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Planning and Development Advisor/Consultant
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May 2016 - Dec 2016
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Whitby, ON
Focused on the development of the people, processes and strategies for growth and continuous improvement at AC Technical, a leading privately held enterprise level systems integrator. Worked directly with the CEO and senior leadership team to ensure alignment of resources with the company's vision, core values and growth targets.
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Payfirma
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Ontario, Canada
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Senior Business Development Manager
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Jul 2015 - Dec 2015
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Ontario, Canada
Payfirma is the "Canadian FinTech Company of the Year" for 2015 and Referral Partner to CIBC.As Senior Business Development Manager, worked with enterprise accounts, strategic partners and software companies across North America to promote the Payfirma brand and allow them to provide additional value to their clients and members. Work closely with the Marketing and Inside Sales team to create self-generating pipeline of leads and opportunities through strategic partnerships in key vertical markets.
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Damar Security Systems
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Sarnia, ON CANADA
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General Manager of Operations
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Jul 2011 - Mar 2015
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Sarnia, ON CANADA
Damar Security Systems is the largest privately owned security and alarm company in Southern Ontario and serves large national, commercial and residential clients across Canada. Sister company, Security Response Center (SRC) is a CSAA 5 Diamond signal receiving centre that serves the monitoring needs of over 40,000 clients through it's extensive dealer network across Canada. As General Manager, reported directly to shareholders with responsibility for the strategic and operational effectiveness of entire organization with direct leadership of the management team. Achieved double digit growth targets for # accounts, RMR and Revenue through combination of organic growth, acquisition and creation of National Account division. Provided direct leadership over Sales and Marketing team, National Accounts division and all dealer account acquisitions.Effectively improved the overall customer experience through the development, design, operation, and improvement of the systems that create and deliver the firm's products/services.Developed the infrastructure to support long term sustainable growth
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Megola Inc.
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Point Edward Ontario
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C.O.O.
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Jan 2009 - Jan 2011
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Point Edward Ontario
Megola delivers an eco-focused product line that provides solutions in Air, Water and Fire verticals that are friendly to the planet. Provided direct leadership for sales and marketing, financial reporting, manufacturing and logistics. Responsible for execution of strategic business plan. Championed Sales and Marketing programs and initiatives resulting in increased sales 200% year over yearCreated various service delivery channels and identified key channel partners in each vertical and managed the sales pipeline and marketing activities across the organization.
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Lambton Financial
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Sarnia, Ontario CANADA
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Manager of Business Development and Operations
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Oct 1990 - Oct 2008
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Sarnia, Ontario CANADA
Lambton Financial Credit Union (merged into Mainstreet Credit Union in 2014) provided financial support to the community of residents, businesses and farmers in Lambton County.As leader of branch operations and growth, transformed the credit union into a sales and service-based organization by focusing on organic growth supported by relationship selling and external growth supported by SEO, direct marketing and referral programs. Grew asset base $35M at target of 8% annually over 3 year period by creating clear goals for all staff, branches and departments. Instilled a culture of accountability through clear line of sight and measurable objectives.
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Education
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McMaster University
Bachelors, Economics
Suggested Services
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References
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