Experience

Coastal Pacific Xpress Inc.

• Canada
• Truck Transportation
• 1 - 100 Employee

• Account Executive

  • Mar 2021 - Present

  Building Relationships and Managing Key Accounts within the frozen/fresh Seafood industry and other valued partners all along the West Coast! Building Relationships and Managing Key Accounts within the frozen/fresh Seafood industry and other valued partners all along the West Coast!



PersonalizedByLD

• Coquitlam

• Business Owner

  • Nov 2020 - Present

  Personalized gifts, unique finds and so much more. One stop shop for anniversary gifts, gifts for friends and loved ones. Hand Stamped Jewelry and spoons, laser engraved Leather items, pyrography wood gifts, wood ornaments and so much more! Personalized gifts, unique finds and so much more. One stop shop for anniversary gifts, gifts for friends and loved ones. Hand Stamped Jewelry and spoons, laser engraved Leather items, pyrography wood gifts, wood ornaments and so much more!



BluJewelsCo

• Coquitlam, British Columbia, Canada

• Business Owner

  • Nov 2021 - Nov 2022

  BluJewelsCo is here to create one of kind, beautiful pieces that reflect elegance and luxury for the sophisticated wearer. BluJewelsCo is here to create one of kind, beautiful pieces that reflect elegance and luxury for the sophisticated wearer.



OnDeck

• United States
• Financial Services
• 100 - 200 Employee

• Business Development Manager

  • Aug 2019 - Aug 2020

  As the Business Development Manager, I am responsible for on-boarding new referral sources for our Merchant Referral Programs and our Funding Advisor Program. I will use my Business Development skills to educate and inspire our partners on the importance of aligning with the right business firm, with the right tools, that will add value and much needed support for Small/MediumBusiness in the area of Short term Working Capital. I will work towards winning, maintaining and expanding relationships with all partners. Show less



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Mortgage Specialist

  • Dec 2017 - Aug 2019

  At BMO my customers are front and centre to everything I do. My passion is to help my clients achieve their goals of home ownership and financial freedom. As a Mortgage Specialist I provide solutions that make sense. I have the pleasure of working with the best in the industry, advisors, realtors and other professionals. My partnership with BMO allows me to provide non-solicitation to my advisor group, meaning that they never have to worry about losing important assets. I help advisors build a fence around their client, and allow them to offer much needed holistic planning as a value add. For the clients that are referred to me, I go above and beyond by offering the very best in Mortgage advice, solid financial solutions all while offering top notch customer service. Show less



National Bank of Canada

• Canada
• Banking
• 700 & Above Employee

• Regional Sales Manager, National Bank-Advisor Banking Services

  • May 2012 - Apr 2017

  I managed Relationships and Agreements with Third Party Investment and Insurance Firms/Advisors, while Wholesaling an array of Banking Products all across the BC Region. With my help, advisors were able to complete their holistic planning approach through National Bank's-s Advisor Banking Service's offer of banking products combined with a non-solicitation clause to protect the relationship, a highly competitive compensation plan and great service. I managed Relationships and Agreements with Third Party Investment and Insurance Firms/Advisors, while Wholesaling an array of Banking Products all across the BC Region. With my help, advisors were able to complete their holistic planning approach through National Bank's-s Advisor Banking Service's offer of banking products combined with a non-solicitation clause to protect the relationship, a highly competitive compensation plan and great service.



London life / Great-West Lifeco Inc

• Insurance
• 100 - 200 Employee

• Mortgage Planning Specialist

  • Apr 2008 - May 2012

  Consult with Advisors reviewing their clients needs and provide lending solutions Provide product and strategy training via group and/or one on one coaching Prepare and present Sales and Marketing strategies Organize and present various seminars Manage promotional and travel budgets Successfully achieve annual volume targets Consult with Advisors reviewing their clients needs and provide lending solutions Provide product and strategy training via group and/or one on one coaching Prepare and present Sales and Marketing strategies Organize and present various seminars Manage promotional and travel budgets Successfully achieve annual volume targets



Freedom 55 Financial

• Financial Services
• 700 & Above Employee

• Marketing Coordinator

  • Feb 2006 - Apr 2008

  Create Marketing and Communication strategies for Financial Advisors Administrate the various application processes, including Mortgage, Investment and Insurance Generate sales opportunities and provided customer service Create Marketing and Communication strategies for Financial Advisors Administrate the various application processes, including Mortgage, Investment and Insurance Generate sales opportunities and provided customer service