Senior Economist

• Jan 2023 - Present

Vice President, Investment Strategy Group

• Sep 2018 - Nov 2021

- Advised Private Wealth Management clients and teams on asset allocation and portfolio diversification - Provided clients with our latest macroeconomic outlook and market views and worked with PWAs to construct client's portfolios based on our strategic and tactical views - Maid recommendations for clients on different product offerings, implementation strategies and portfolio construction - Analyzed broader economic trends and deliver thoughtful insight on the current market environment Show less

Economist

• 2014 - 2018

- Created econometric models for economies not previously covered by firm - Contributed high value content to monthly economic calls, and quarterly and annual economic outlooks - Provided critical analysis and recommendations around firm’s potential exposure from Turkey’s credit crisis - Co-authored white papers published in well-respected economic journals - Provided enhanced analysis of Canadian economy used by Canadian sales and marketing team - Elevated firm’s approach to data analysis and indices through improved application of research tools - Built all firm’s economic PowerPoint presentations Show less

Consultant

• 2014 - 2014

- Manually converted Chief Economist’s chart library and managed complex relationships to ensure a smooth and productive working relationship - Manually converted Chief Economist’s chart library and managed complex relationships to ensure a smooth and productive working relationship

Investment Analyst (2012 - 2013); Equity Analyst (2012)

• 2012 - 2013

- Developed new investments ideas that led to increased structured product sales - Contributed to product design and pricing - Updated equity valuation models to provide forecasts used by sales teams to grow the business - Represented firm at corporate presentations and analyst meetings - Developed new investments ideas that led to increased structured product sales - Contributed to product design and pricing - Updated equity valuation models to provide forecasts used by sales teams to grow the business - Represented firm at corporate presentations and analyst meetings

Economist

• 2011 - 2011

Analyst

• 2010 - 2010