Executive Assistant

• Jan 2021 - Present

Insurance Agent

• Feb 2019 - Jan 2021

Dealer Account Manager-North Central Ontario

• Aug 2017 - Feb 2019

Corporate Account Manager-Communication Solutions

• Feb 2013 - Aug 2017

Managed all aspects of the Communications Solutions process from cold-calling to quoting, contract negotiation, installation, programming, training and support. Transitioned company into a VAR (value-added reseller) contributing to substantial cost savings and supplementing the business’ growth. Manage cloud-based solutions and services in compliance with CRTC regulations Build and maintain relationships and business development at CXO/mid-level management levels within the highly competitive environment of the Canadian Enterprise and Retail marketplace. Manage projects, trade shows, and informational sessions; creating and delivering presentations to clients and engaging stakeholders and participating in social and B2B networking. Plan and implement new policies, procedures, and legislative changes, evaluating and reporting on the outcome. Develop and implement training program and manual. Develop new business leads while tracking and managing financial data. Build and maintain strong customer relationships at executive level, generating return revenue while providing sales quotes and presentations. Manage projects, trade shows, and informational training sessions.

Home Financing Advisor/Manager, Mortgage Development

• Feb 2011 - Feb 2013

Manager, Mortgage Development Client-facing mortgage and financial advisor responsible for sales/territory marketing strategy, building sales networks and delivering new business. Responsible for territory business research and analysis, product and service marketing, and sales and growth targets. Managed prospecting, direct marketing, sales calls and promotions. Negotiating and closed product and service agreements. Manager, Mortgage Development Client-facing mortgage and financial advisor responsible for sales/territory marketing strategy, building sales networks and delivering new business. Responsible for territory business research and analysis, product and service marketing, and sales and growth targets. Managed prospecting, direct marketing, sales calls and promotions. Negotiating and closed product and service agreements.

Senior Account Executive

• Oct 2005 - Feb 2011

Managed portfolio of accounts over $4.25 million, delivered exceptional customer service value, managed confidential and time-sensitive matters, met or exceeded all regulatory requirements and corporate auditing and accounting procedures. Critical value add to team’s Chairman Forum Award win for 3 consecutive years. Managed portfolio of accounts over $4.25 million, delivered exceptional customer service value, managed confidential and time-sensitive matters, met or exceeded all regulatory requirements and corporate auditing and accounting procedures. Critical value add to team’s Chairman Forum Award win for 3 consecutive years.

Account Executive

• Sep 2004 - Oct 2005

Coordinated portfolio of accounts, delivered exceptional customer service and supported all team members to reach Branch performance targets. Coordinated portfolio of accounts, delivered exceptional customer service and supported all team members to reach Branch performance targets.

Store Manager

• Jun 2001 - Sep 2004

Managed 3 corporate stores, oversaw franchise conversions, and created new sales territories in support of District performance targets. Assisted with project management and delivered business support to 20+ team members. Managed 3 corporate stores, oversaw franchise conversions, and created new sales territories in support of District performance targets. Assisted with project management and delivered business support to 20+ team members.