Experience

Brotelli Pasta Bar

• Canada
• Restaurants
• 1 - 100 Employee

• Co-Founder-President

  • Nov 2018 - Present

  • Responsible for location scouting and negotiation with landlords and property managers • Managed store opening & built a business from scratch • Hired, trained & managed a team of 15 individuals • Developed menu, conducted R&D for concept. • Increased sales via multi channels • Led social media & marketing initiative • Established full restaurant operations for efficiency and speed • Main contact for all vendor & accounting needs & queries • Brought concept back to profitability after pandemic even with current environmental challenges • Main duties include corporate strategy and brand development



RBC

• Canada
• Banking
• 700 & Above Employee

• Commercial Account Manager

  • Jul 2016 - Nov 2017

  • Sales and resolving intricate business challenges • Professional relationship management • Financial advice in an end-to-end industry • Specialized in products and services, risk policy, market strategies • Financial analysis, risk-management, and client acquisition • Honed solution-development skills, combined with innate salesmanship, negotiation of deals • Supervision of administrative team • Manage a portfolio of over 80 commercial clients in numerous different industries • Conduct a thorough credit analysis for existing and new clients • Offer a wide range of services such as financing, investment and international needs • Highly involved in the development of new business by expanding potential network and acquiring new contacts



National Bank of Canada

• Canada
• Banking
• 700 & Above Employee

• Directeur Développement Marché PME

  • Oct 2013 - Jul 2016

  • Manage a portfolio of over 100 commercial clients in numerous different industries • Conduct a thorough credit analysis for existing and new clients • Offer a wide range of services such as financing, investment and international needs • Highly involved in the development of new business by expanding potential network and acquiring new contacts • Participate in several BNC committees to enhance the efficiency of our daily operations. • Manage a portfolio of over 100 commercial clients in numerous different industries • Conduct a thorough credit analysis for existing and new clients • Offer a wide range of services such as financing, investment and international needs • Highly involved in the development of new business by expanding potential network and acquiring new contacts • Participate in several BNC committees to enhance the efficiency of our daily operations.



O'Leary Funds / BCA Research

• Associate-Funds Operation / Regional Sales Associate/ Business Development

  • Dec 2009 - Dec 2012

  • Serviced the relationships of closed-end and mutual-fund buyers by debriefing them on funds and current market activity. • Prospected for new clients by cold calling in assigned territories and secured clients such as TD Waterhouse, RBC Dominion Securities, NBF, and BMO Nesbitt Burns. • Attended meetings with Portfolio Managers to remain abreast of market trends and the evolution in the economy. • Serviced retail clients’ requests in relation to current funds held and to the acquisition of new funds. • Delivered one-on-one presentations and helped prepare presentations for larger groups. • Responsible for reconciling daily security holdings and transactions with custodians, brokers and dealers. • Monitored daily trade settlements: international equities, fixed income, derivatives, and foreign exchange. • Maintained data integrity between the front-office and back-office management system.



National Bank of Canada

• Canada
• Banking
• 700 & Above Employee

• Financial Advisor

  • Dec 2008 - Dec 2009

  • Responsible for advising clients on selection of financing options. • Managed, refinanced and renewed mortgages with clients. • Issued personal loans and lines of credit. • Responsible for promoting and selling mutual funds and maintaining investment portfolios. • Identified and maintained new business opportunities. • Responsible for advising clients on selection of financing options. • Managed, refinanced and renewed mortgages with clients. • Issued personal loans and lines of credit. • Responsible for promoting and selling mutual funds and maintaining investment portfolios. • Identified and maintained new business opportunities.