Experience

Publicis Canada

• Canada
• Advertising Services
• 100 - 200 Employee

• Project Manager

  • Feb 2022 - Present

  I am the project management lead for The Mobile Shop opperating as the main point of contact for our client. I manage the scheduling and day-to-day production and development of digital assets for any number of their marketing campaigns. I have experience working with other telecommunication giants such T-Mobile, and have also been involved in project for Walmart and Wizards of the Coast. I am the project management lead for The Mobile Shop opperating as the main point of contact for our client. I manage the scheduling and day-to-day production and development of digital assets for any number of their marketing campaigns. I have experience working with other telecommunication giants such T-Mobile, and have also been involved in project for Walmart and Wizards of the Coast.



CI Global Asset Management

• Canada
• Investment Management
• 700 & Above Employee

• Manager | Estate Services & Administration | CI Global Asset Mgmt. (CIGAM)

  • Jan 2019 - Oct 2021

  Managed the daily operations of the Estate Service & Administration Dept. for CI Global Asset Management (CIGAM), and the administration for CI Assante Wealth Management (CIAWM). Investigated and resolved complex and highly escalated estate settlement issues, complaints and internal errors. Authorized exceptions and determined alternative requirements for unusual cases, and liaised with internal business units to service expectations were met. Fulfilled tax slip requirements in accordance with CRA guidelines, and maintained a complete and accurate audit trail. Show less

• Supervisor | Estate Service & Administration

  • Nov 2015 - Jan 2019

  Supervised the Estate Service & Administration Dept. tasked with aiding financial advisors and families through the complexities of the estate settlement process, while ensuring compliance in accordance with legislative guidelines and policies established by CI and its business partners. Prepared quarterly and annual reviews, hosted monthly one-on-one's, generated statistics, monitored service levels and productivity, and guided staff with their various responsibilities. Those tasks include but are not limited to; for example, reviewing client portfolios and initial setup documents, identifying settlement requirements, overseeing the collection of and analysis of settlement documents, ensuring information provided or received is accurate and compliant, and facilitating the disbursement and/or reinvestment of assets. Show less

• Supervisor | CI Financial Service Center

  • Jan 2013 - Nov 2015

• Team Leader | Segregated Funds | CI Financial Service Center

  • May 2011 - Jan 2013

• Financial Services Representative | CI Financial Service Center

  • Jul 2008 - May 2011