Dave Warren, MBA
Financial Advisor at Experior Financial Group- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Critical Thinking
LinkedInJun, 2020- Nov, 2024 -
Operations Management Foundations
LinkedInMay, 2020- Nov, 2024
Experience
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Experior Financial Group
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Canada
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Financial Services
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700 & Above Employee
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Financial Advisor
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Oct 2019 - Present
o Respond to customer queries about financial planning o Review client financial position and provide planning support o Prepare financial plans and check their accuracy o Maintain awareness of legislative changes, product offering availability that may affect financial planning o Respond to customer queries about financial planning o Review client financial position and provide planning support o Prepare financial plans and check their accuracy o Maintain awareness of legislative changes, product offering availability that may affect financial planning
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Self -Employed (Currency and Stock Trading)
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Pickering, Ontario
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Currency and Stock Trader
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Sep 2015 - Present
• Investigate trends and define opportunities within the financial market that are monetarily beneficial in the trading of the European and American currency markets. o Trade currencies daily through systems and strategies developed, designed, and implemented by myself. o Review trades on a consistent basis and conduct fundamental analysis. • Investigate trends and define opportunities within the financial market that are monetarily beneficial in the trading of the European and American currency markets. o Trade currencies daily through systems and strategies developed, designed, and implemented by myself. o Review trades on a consistent basis and conduct fundamental analysis.
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Bell Canada
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Toronto, Ontario, Canada
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Associate Workforce Coordinator
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Apr 2019 - Sep 2019
o Build Bell forecasts for financial plans and ad hoc scenarios o Understand key drivers for load and capacity variations o Communicate effectively with clients, finance partners and other WFM team members to ensure results accuracy o Analyze monthly results, providing explanations to key variances o Ensure data integrity as well as individual/team objectives o Build Bell forecasts for financial plans and ad hoc scenarios o Understand key drivers for load and capacity variations o Communicate effectively with clients, finance partners and other WFM team members to ensure results accuracy o Analyze monthly results, providing explanations to key variances o Ensure data integrity as well as individual/team objectives
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TELUS Communications
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Telecommunications
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700 & Above Employee
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Workforce Analyst
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Oct 2014 - Sep 2015
• Worked collaboratively with the Campaign Intelligence and Marketing Teams to measure the success of initiatives, supported by sales marketing and product performance reporting. • Supported Sales and Channel Managers with overcoming obstacles and delivering on marketing initiatives launched in their teams through trend analysis, business process modeling and activity projections. • Maintained and communicated a view of the outbound sales channel, call center and door-to-door team capacity, and managed the Campaign Leads Calendar across multiple teams. • Proactively identified areas of risk and support opportunities to improve existing processes and developed new ones to advance marketing initiative launches and sales readiness. Select Achievements • Introduced and facilitated the adoption of a specific set of metrics that allowed stakeholders to remain on the same page when describing resource needs as an aid to campaign prioritization. • Re-engineered back-office operations for a global contact centre to secure a reduction in the process turnaround time for field representatives from over 5 days to 3.5 days, and correspondingly the amount of business lost to the competition. • Aligned the operations of two global call centres to achieve call routing flexibility and upgraded the associated reporting requirements to enable better measurement and comparison of campaign performance. • Made projections on campaign uptake and worked with the Sales Managers to optimize headcount allocation given the campaign budget and operational constraints. • Through analysis of historical calling data against Total Sales, I determined the optimal call attempt threshold for each campaign type and used this information to aid in improving the utilization of our outbound call center reps and in determining the quality of leads obtained for use.
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Bell
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Canada
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Telecommunications
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700 & Above Employee
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Associate - Control Centre
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Aug 2011 - Sep 2014
• Effectively forecasted and managed the deployment of over 100 field technicians in a manner that ensured the timely completion of assurance work in accordance with customer service level agreements, minimizing penalties for non-compliance.• Prioritized and authorized release of service orders to appropriate technicians on the basis of experience level, availability and assigned territory, in accordance with customer requirements and business objectives.• Worked directly with Enterprise and Retail Customers to solution service quality issues and negotiated with internal stakeholders to secure compensation for breaches. Initiated upsell/ cross-sell conversations with the client around future potential service agreements.• Managed ad hoc assignments of escalated service assurance work, maintained lines of communication of status, potential workaround to obstacles identified, and estimated times of resolution (ETR) to business owners and Senior Management.Select Achievements• Selected to offer expertise in support of the new IPTV product as a member of the exclusive RRT Escalation Team, which realized a 35% decrease in complaints and attrition from the service.• Acknowledged for creating reporting around the activities of this Team to allow for learning and better tracking for high-level complaints.
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Client Representative
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Jan 2011 - Aug 2011
• Provided end-to-end accountability for service order requests, including service order issuance, escalations, provisioning and billing in alignment with business requirements.• Effectively analyzed and provided appropriate solutions to incoming requests from both internal and external customers.• Provided expertise on incidents of ‘high level’ severity ensuring service restoration ASAP with timely communication to functional Managers, Business Managers and Senior Management.• Conducted trend analysis on behalf of the Project Manager to aid in decision- making and in the alignment of project activities around business needs.• Generated reporting to keep Management and Lines of Business informed on the state of the relationships of clients assigned. Select Achievements• Gathered business requirements and managed 3rd party vendor commitments/relationships. • Initiated and facilitated Continued Service Improvement Program (CSIP) to address any deficiencies identified in processes.• Chosen as a key member of the Special Resolutions Team that focussed on obstacles our affecting largest wholesale clients.
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SP Data Management
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Toronto, Canada Area
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Telemarketer
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Nov 2010 - Dec 2011
• Contacted and interviewed customers to diagnose service requirement gaps; proposed and sold applicable solutions daily from product suite. • Utilized appropriate technology to migrate customer prepaid mobile accounts to postpaid in accordance with business objectives and sales requirements. • Conducted Credit Checks and Risk Assessments and applied Monetary Adjustments to customers’ accounts as required. Select Achievement • Consistently achieved and surpassed all Weekly Sales targets.
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Education
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Centennial College School of Business
Diploma, Supply Chain and Operations -
Nova Southeastern University
Master of Business Administration (MBA), Business Administration and Management -
The University of the West Indies, Mona
Bachelor of Science (BSc), Business/ Human Resource Management
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