Experience

8Twelve Mortgage

• Canada
• Financial Services
• 1 - 100 Employee

• Senior Associate, Corporate Development

  • Feb 2023 - Present

• Corporate Development Analyst

  • Oct 2021 - Feb 2023

  • Responsible for executing mergers & acquisitions, strategic partnerships, and debt & equity capital raising • Perform financial analysis, research, due diligence to assist in the development of pitch materials, transaction analysis, and execution• Contribute to brainstorming, structuring and problem solving processes for arange of strategic and tactical business topics (e.g. growth, pricing, operationalefficiency, etc.)• Manage relationships with all partners (internal/ external) and stakeholders



Bay Mills Investment Group

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Associate

  • May 2021 - Sep 2021

  • Led due diligence on 6 potential investments, including market sizing, competitive analysis, unit economics, financial analysis/modelling, and risk analysis which culminated in preparing internal investment memos • Managed the investment opportunity pipeline including deal sourcing and deal screening efforts, building relationships with high-potential startups and thoughtfully evaluating the investment opportunity • Participated in the firms fundraising efforts pitching potential investors to become Limited Partners of the fund



HaloHealth

• Canada
• Investment Management
• 1 - 100 Employee

• Investment Associate

  • May 2020 - Sep 2020

  • Performed due diligence including Initiating Coverage Reports on early-stage health tech startups to evaluate and execute new investment opportunities • Managed and updated deal pipeline to maintain the accuracy of portfolio company data and track main KPI’s • Planned and executed 3 Live Events showcasing 18 start-ups to MD members • Performed due diligence including Initiating Coverage Reports on early-stage health tech startups to evaluate and execute new investment opportunities • Managed and updated deal pipeline to maintain the accuracy of portfolio company data and track main KPI’s • Planned and executed 3 Live Events showcasing 18 start-ups to MD members



Rotman Sports Business Association

• Canada
• Spectator Sports

• VP Strategic Partnerships

  • Apr 2019 - May 2020



TD Securities

• Canada
• Investment Banking
• 700 & Above Employee

• Investment Banking Associate

  • May 2019 - Aug 2019

  • Provided coverage to the Diversified Industry Group, assisting with due diligence on sell-side and buy-side M&A transactions • Developed client related materials, including pitch books, Information Memorandums, company profiles and new business presentations to deliver ideas on optimal financing and capital deployment solutions • Prepared valuations using public company comparables, precedent transactions and DCF • Provided coverage to the Diversified Industry Group, assisting with due diligence on sell-side and buy-side M&A transactions • Developed client related materials, including pitch books, Information Memorandums, company profiles and new business presentations to deliver ideas on optimal financing and capital deployment solutions • Prepared valuations using public company comparables, precedent transactions and DCF



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Commercial Account Manager

  • Nov 2013 - Aug 2018

  • A trusted advisor to corporate entities providing them tailored advice and recommending financing solutions to meet their needs and goals to help them succeed at every stage of their business • Connect customers to experts and resources within BMO Financial Group for business and personal needs • Finished in the Top 15% nationally for the role in 2017, rewarded with being sent to New Orleans to attend the BMO Conference of Stars • Finished in the Top 15% nationally for the role in 2016, rewarded with being sent to Las Vegas to attend the BMO Conference of Stars



KPMG Canada

• Canada
• Financial Services
• 700 & Above Employee

• Marketing Coordinator, Consumer Markets

  • May 2012 - Aug 2012

  • Worked closely with senior managers/partners to execute marketing initiatives within the framework of the firm's strategy toward achieving set objectives. • Planned and executed sponsorships/events to showcase client services and thought leadership while creating an excellent brand experience for existing and potential clients further positioning KPMG as a leader in the marketplace. • Redesigned industry main webpage to present information in a more client centric format, ensuring brand compliance. Budget management (events, sponsorships, marketing collateral). • Created White Papers on specific issues within the consumer markets industry to engage clients and leverage KPMG's knowledge/expertise. • Utilized internal stakeholders and external vendors (Creative Services, Risk Management, Media Relations et al) to produce effective marketing campaigns.



Ignition Sports Camp

• Program Director

  • May 2011 - Aug 2011

  • Designing and implementing the summer camp program which targets low-income families including creating sports manuals and character trait lesson plans to teach respect, integrity, communication. • Training, supervising, scheduling and directing 26 full-time staff and 30 volunteers and supervising 190 children per week. Leading the advertising of the camp through canvassing of target neighborhoods and volunteering at community events, resulting in a sold out summer. • The primary on site point of contact with the parents of the attendees and dealt with any issues on the spot.



Ignition Sports Camp

• Camp Intern

  • May 2010 - Aug 2010

  • Supervising approximately 130 campers a week. • Training, supervising and instructing 10 camp assistants and 25 volunteers. • Working with staff to provide a positive, fun and comfortable atmosphere. • Supervising approximately 130 campers a week. • Training, supervising and instructing 10 camp assistants and 25 volunteers. • Working with staff to provide a positive, fun and comfortable atmosphere.



Ignition Sports Camp

• Camp Assistant

  • May 2009 - Aug 2009

  • Supervising approximately 90 campers a week. • Working with staff to provide a positive, fun and comfortable atmosphere. • Supervising approximately 90 campers a week. • Working with staff to provide a positive, fun and comfortable atmosphere.



Hotspex

• Canada
• Market Research
• 1 - 100 Employee

• Marketing Analyst

  • May 2008 - Aug 2008

  • Working with client companies to research and develop new products. • Creating and establishing online surveys for consumers and gathering, organizing & analyzing the results. • Preparing and presenting the discoveries and outcomes to clients. • Introduced me to the business office environment where creativity, communication, customer relationships and customer service were paramount. • Working with client companies to research and develop new products. • Creating and establishing online surveys for consumers and gathering, organizing & analyzing the results. • Preparing and presenting the discoveries and outcomes to clients. • Introduced me to the business office environment where creativity, communication, customer relationships and customer service were paramount.