Experience

Cresco Wealth Management

• Canada
• Financial Services
• 1 - 100 Employee

• Investment Advisor

  • Sep 2022 - Present

  Calgary, Alberta, Canada

• Associate Investment Advisor, Wellington-Altus Private Wealth

  • Feb 2018 - Present

  Calgary, Alberta, Canada



Wellington-Altus

• Financial Services

• Associate Investment Advisor, Wellington-Altus Private Wealth

  • Nov 2019 - Present

  Calgary, Alberta, Canada



ScotiaMcLeod

• Canada
• Investment Management
• 1 - 100 Employee

• Business Development Associate

  • Feb 2018 - Nov 2019

  Suite 1000 - 202 6th Ave SW, Bow Valley Square, Tower 1 As a Business Development Associate, I am detail-oriented with exceptional communication skills. My goal is to make a connection and determine exactly how our wealth management firm can help that investor. I’m often networking within various industries, assessing individuals’ financial health and goals, and putting them in the hands of our highly skilled wealth advisors. I’m focused on building relationships that help me identify ways affluent individuals can better manage their wealth — and… Show more As a Business Development Associate, I am detail-oriented with exceptional communication skills. My goal is to make a connection and determine exactly how our wealth management firm can help that investor. I’m often networking within various industries, assessing individuals’ financial health and goals, and putting them in the hands of our highly skilled wealth advisors. I’m focused on building relationships that help me identify ways affluent individuals can better manage their wealth — and their futures. Unique skills I bring to my position include: • Ability to connect with the right people and bring them onboard as clients quickly — something that only experience can teach you. • An insatiable hunger for knowledge and challenge, which drives the discovery of opportunities in unexpected places. Show less



OPA! of Greece

• Canada
• Food & Beverages
• 1 - 100 Employee

• Owner

  • Nov 2009 - Jun 2014

  Westhills Operated one of Canada’s busiest OPA! franchises as an ownership partner and sole store manager. • Consistent annual sales growth and achieved the highest gross sales during the duration of ownership for system-wide street-side locations. • Sales forecasting, cost controls analysis and payroll duties while managing hiring, scheduling and logistics support.