Bio
Experience
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Canada
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Financial Services
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700 & Above Employee
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Senior District Director
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Apr 2023 - Present
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Director of Credit
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Oct 2022 - Apr 2023
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Canada
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Financial Services
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700 & Above Employee
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Manager, Business Development
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Sep 2014 - Jan 2023
• Work in partnership with the Listowel Leadership Team and with Relationship Managers to ensure the District has the tools and resources required to grow its business portfolio through excellent customer service and support.
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Senior Relationship Manager
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Jan 2003 - Aug 2014
• Work in partnership with clients at the primary production and small business level to determine ability to expand and grow their operation. • Handle the analysis of client's financial statements and loan requests.• Counsel clients, including all aspects from expansion’s to debt restructuring and succession planning.• Developed skills in both customer relations and routine business practices.• Responsible for mentoring Relationship Managers and Customer Service Representatives and assisting in their professional development.
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class participant
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2012 - 2013
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Education
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2011 - 2013Advancer Agricultural Leadership Program - Class 14
Leadership -
1998 - 2002University of Guelph
Bachelor of Commerce, Business
Suggested Services
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Industry Focus. “Financial Services”
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