Experience

• 

  Cortland Credit Group Inc.

  • Toronto, Ontario, Canada

  • Associate Director, Business Development

    • Apr 2022 - Present
    • Toronto, Ontario, Canada

• 

  CI Global Asset Management

  • Canada
  • Investment Management
  • 700 & Above Employee

  • Director, Business Development

    • Sep 2020 - Apr 2022

  • Internal Wholesaler

    • Nov 2017 - Sep 2020

    • Working alongside VP, Sales to developed and execute territory sales strategy to further drive sales• Provide sales strategies, concepts, marketing ideas and support to financial advisors, in collaboration with VP, Sales and Sales Associate• Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends• Maintain a comprehensive understanding of CI funds, market trends, advisor trends and investor trends• Proactively prospect/identify financial advisors who are interested in CI Investment funds and are open to incorporating CI funds

  • Sales Support Representative

    • Aug 2016 - Nov 2017

    • Supported two wholesaling teams in maintaining each of their respective territories• Successfully maintain client relationships via scheduling meetings, performing ad hoc client reporting and analysis• Ensured CRM tools (Salesforce) is current with any client related information, communications, and opportunities

  • Financial Services Representative

    • Oct 2015 - Aug 2016

    • Provided prompt, courteous service to financial advisors and/or unitholders• Investigated account-related issues and determine appropriate actions to achieve resolution to such issues • Gained detailed product and industry knowledge in the areas of mutual funds, segregated funds, hedge funds, and labour-sponsored funds• Communicated with internal departments to resolve complex issues

• 

  Wilfrid Laurier University

  • Canada
  • Higher Education
  • 700 & Above Employee

  • Ticketing Coordinator for Varsity Events

    • Sep 2013 - May 2015

    • Promoted to Ticketing Coordinator from event staff member through consistent demonstration of client awareness and leadership capabilities.• In this leadership position I gained experience in the marketing of events of up to 10,000 attendees• Demonstrated the ability to function within a team setting that produced superior results.• Ability to work independently within strict deadlines, and at times, given minimal notice

  • Event Staff

    • Sep 2012 - May 2015

    • Worked in a high pressure, high paced environment where customer service was the primary driver.• Was responsible for real time, accurate delivery of multiple events to provide an engaging experience for the customer.• Prioritized a magnitude of different tasks to ensure that each was completed and up to standard.

• 

  Fort Henry National Historic Site

  • Waterloo, Ontario

  • Sales and Customer Relations Representative

    • May 2012 - Sep 2014
    • Waterloo, Ontario

    • Was responsible for the operations of wedding events and operations which was one of the primary revenue drivers for Fort Henry.• Managed a team of 10 staff and 5 external providers to ensure delivery of an unforgettable and memorable quality experience for all clients.• Promoted and highlighted event opportunities in which the public could use the facilities.