Experience

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  Rein In Capital

  • Alberta, Canada

  • Owner

    • Jul 2023 - Present
    • Alberta, Canada

    Welcome to Rein In Capital! As the founder of this dynamic financial consulting firm, I am on a mission to empower businesses with strategic financial solutions that drive growth and success. With a focus on steering businesses towards profitable outcomes, Rein In Capital offers expert guidance in financial planning, risk management, cash flow optimization, and more. Our dedicated team is committed to becoming your trusted partner in achieving financial excellence, no matter the challenges or opportunities you face. Join us in the journey to elevate your financial strategy and unlock your business's true potential.

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  Power Fuelz

  • Alberta, Canada

  • Partner

    • May 2022 - Sep 2023
    • Alberta, Canada

    As a partner in a bulk fuel distribution business, I oversee critical financial tasks to ensure the company's profitability and long-term success. My responsibilities include managing cash flow, monitoring fuel inventory levels, negotiating supplier contracts, and optimizing pricing strategies. Additionally, I analyze financial performance and implement cost control measures to enhance operational efficiency. By collaborating with fellow partners and stakeholders, I contribute to strategic planning and investment decisions, ensuring the business remains competitive and responsive to market fluctuations in the fuel distribution industry.

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  TD

  • Lethbridge, Alberta, Canada

  • Senior Commercial Account Manager III

    • Mar 2021 - Feb 2023
    • Lethbridge, Alberta, Canada

    As a Commercial Account Manager in Lethbridge, Alberta, I expertly manage diverse client portfolios by providing customized financial solutions. I focus on evaluating clients' financial requirements, offering strategic guidance on cash flow, risk management, and investments. Collaborating with internal teams, I deliver a wide range of financial products and services, enhancing clients' financial outcomes. My deep knowledge of the local market allows me to support the success and growth of businesses in the region effectively.

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  RBC

  • Lethbridge, Alberta, Canada

  • Commercial Account Manager

    • Jun 2018 - Mar 2021
    • Lethbridge, Alberta, Canada

    As a Commercial Account Manager in Lethbridge, Alberta, I am responsible for managing a diverse portfolio of clients, focusing on developing and maintaining strong relationships to provide tailored financial solutions. My key finance tasks include assessing clients' financial needs, identifying growth opportunities, and offering strategic advice on cash flow management, risk mitigation, and investment options. I collaborate with internal partners to deliver a comprehensive suite of financial products and services, ensuring the optimization of clients' financial performance. With a deep understanding of local market dynamics, I am committed to supporting the growth and success of businesses in Lethbridge and the surrounding region.

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  Cool Beans shavery

  • Alberta, Canada

  • Owner

    • Feb 2015 - Apr 2019
    • Alberta, Canada

    As a food truck owner, I manage a wide range of tasks to ensure the successful operation and growth of my mobile culinary business. My responsibilities include menu planning, food preparation, and inventory management, as well as maintaining compliance with food safety and sanitation regulations. I also handle financial aspects such as budgeting, pricing strategies, and cash flow management. Additionally, I focus on marketing and customer engagement through social media and local events, driving business growth and fostering a loyal customer base. My dedication to providing exceptional food and service contributes to the success and sustainability of my food truck venture.

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  Scotiabank

  • Lethbridge, Alberta, Canada

  • Small Business Advisor

    • Mar 2017 - Jun 2018
    • Lethbridge, Alberta, Canada

    As a Small Business Account Manager in Lethbridge, Alberta, I assist local businesses by managing their financial needs and helping them reach their goals. My tasks include analyzing clients' financial situations, recommending suitable financial products and services, and providing support in areas such as cash flow management and basic risk assessment. Working closely with clients, I ensure they receive personalized attention and guidance tailored to their unique business objectives. By fostering strong relationships, I contribute to the growth and sustainability of small businesses in the Lethbridge community.