Experience

R.N. Croft Financial Group inc.

• Portfolio Manager

  • Dec 2016 - Present

• Associate Portfolio Manager

  • Apr 2015 - Dec 2016



Hazelton House Ltd

• Consultant

  • Dec 2011 - Dec 2016

  • Completing the monthly accounting transactions • Evaluating the ROI of new product releases• Provide input on new product expansion



R. N. Croft Financial Group inc.

• Research Analyst

  • Dec 2013 - Apr 2015

  -Member of the investment Committee to determine asset allocation decision across portfolios-Derivatives Analyst responsibly for valuation and selection of options for overlay strategies-Research coverage of North American equities through multiple service providers-Portfolio Management duties include risk cash monitoring, re-balancing, hedging, and option expires-drafting client communication including investment newsletter and quarterly market commentary-Account administration including co-ordination and flow of client confirmation process for compliance



Bonjour Brioche Ltd.

• United Kingdom
• Restaurants

• Advisor

  • Aug 2002 - Aug 2014

  A key contributor to the success of an internationally recognized hospitality firm• Established and maintain company website • Developed and implemented catering marketing strategy• Developed business plan for franchising possibilities• Manage staff of 16• Established cash management procedures reducing cash balance discrepancies• Mastered all aspects of the daily operations



Freedom 55 Financial

• Financial Services
• 700 & Above Employee

• Financial Security Advisor

  • Sep 2013 - Dec 2013

  -Analyzed clients financial needs and implemented a variety of investment solutions to help individuals achieve their retirement goals-Selected appropriate mutual funds to adhere to the client risk tolerance and return objectives-Developed a market strategy to exploit current leads that would increase assets under management



Hazelton House

• United Kingdom
• Real Estate

• Chief Financial Officer / Co-Owner

  • Aug 2005 - Dec 2011

  Hazelton House. Ltd. has its headquarters in Toronto, Canada where founder Budd Sugarman was, for more than fifty years, one of the cities leading interior designers and a figure of international stature in the design world. Today, Hazelton House is represented in major cities throughout North America, Europe, and the UK. The Hazelton House Classics already constitutes one of the largest collections of Hand Block printed fabrics in the industry, and the company has ambitious plans for growth in the future.• Assisted in restructuring of company that led to 50% sales growth through expanded distribution network and increased same store sales• Implemented direct international marketing program that established brand awareness• Established logistic management procedures that reduced lead times by 60%• Developed and implemented email marketing campaign which increased website traffic by 400% • Created inventory management system to obtain optimum inventory levels• Trained and managed 18 international representatives • Developed branding strategy• Utilized efficient short-term cash management procedures• Assisted in successful entrance into the European market• Developed and continuously updated Intrinsic FCF valuation model in order to provide firms interested in acquiring Hazelton House• Developed and maintained an intrinsic ROI on new and existing product to determine market feasibility of new products



MRS Trust

• India
• Financial Services

• RRSP Loan Administrator

  • Feb 2004 - Apr 2004

  • Responsible for final check of loan application• Modified loan applications as necessary • Trained new staff on the loan application process