Experience

Arcadia Web3 Technologies

• Canada
• Blockchain Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2021 - Present



Gordon Investments, Inc.

• United States

• Portfolio Manager

  • Jan 2017 - Present

  Responsibilities:- Identify investment opportunities- Perform detailed due diligence in evaluating investment opportunities, including industry assessment, the preparation of financial models and returns analysis- Attend meetings with investment partners- Actively participate in the investment decision-making process, including investment committee discussions- Assists with the on-going management and monitoring of portfolio investments- Identify, research and monitor new trends relevant to the portfolios



Alterna Savings

• Canada
• Financial Services
• 300 - 400 Employee

• Member Service Specialist

  • Aug 2016 - Dec 2016

  Responsibilities:-Provide sound advice on everyday banking services and fixed income investments.-Communicate as a team to create a single cohesive banking experience.-Assist in resolving common and complex banking issues.-Initiate sales conversations to fit members with the appropriate investment and credit products.Accomplishments:-Ability to learn a vast array of banking system and product knowledge in a short period of time.-Ability to help bilingual team through full service member advice one month into training.Skills UsedPerseverance- Ability to resolve numerous member issues several hours at a time.Teamwork- Work in teams and communicate with other specialists to resolve issues and create opportunities for members.Focus- High-level attention to detail needed to work with hundreds of thousands to millions of dollars in a given day.Communication- Ability to provide the best information and advice members in the most efficient way possible.Analytical Reasoning- Ability to make connections between member accounts and potential products and solutions that might fit them.



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Personal Banker

  • May 2011 - Jul 2016

  - Meet with clients to discuss their everyday banking needs- Meet sales targets through selling lending and investment products - Deal customer concerns and inquiries regarding their product(s), and find the right solution to solve customer complaints - Reach out to potential customers to generate new business- Refer clients to Scotia McLeod financial analysts and portfolio managers as needed- Perform administrative duties- Present new ideas to management on how to better serve our customers on a monthly basis- Train Personal Bankers



Concordia University

• Canada
• Higher Education
• 700 & Above Employee

• Events Staff

  • Sep 2010 - Jun 2016

  * Responsible to set up arena/field/gym for games* Assured that sponsors’ advertisement banners were put out during the sports event* Made sure the areas for selling tickets and ticket taking, for doing our promotions and selling team merchandise were set up properly* Gave out brochures with game dates and encouraged students to support their school’s sport teams * Responsible to set up arena/field/gym for games* Assured that sponsors’ advertisement banners were put out during the sports event* Made sure the areas for selling tickets and ticket taking, for doing our promotions and selling team merchandise were set up properly* Gave out brochures with game dates and encouraged students to support their school’s sport teams