Private Client Adviser, Private Client Group at Fisher Investments

• Dec 2021 - Present

Responsible for helping High Net Worth families to set and achieve their financial goals by taking a fiduciary institution portfolio management approach to their investments. Responsible for expanding Fisher's Private Client business in the Vancouver area. Responsible for helping High Net Worth families to set and achieve their financial goals by taking a fiduciary institution portfolio management approach to their investments. Responsible for expanding Fisher's Private Client business in the Vancouver area.

Associate Financial Advisor

• May 2020 - Oct 2021

Responsibilities include client meetings, client correspondence, developing and reviewing investment portfolios, financial planning strategies and Investment recommendations.

Financial Planning Associate

• May 2019 - May 2020

Fully supports Financial Advisor with meeting preparations, needs analysis, financial plans, financial plan updates, portfolio reviews as well as helps Advisor to maintain a close relationship with clients.• Assist with client communications, e-mails, phone calls, making sure client’s queries and requests are answer/ met in a timely manner.• Prepares meeting agendas, conduct needs analysis, prepares illustrations, financial plans, financial plan updates and model portfolios according to client’s risk tolerance and objectives.• Implementing meeting follow-up actions such as prepare meeting summaries, placing trades, coordinating underwriting processes, etc.

Client Services Associate

• May 2018 - May 2019

• Case preparation support to Financial Advisor: research, data gathering and factfinding, financial planning analysis, preparing financial plans with client informationgathered during the Advisor’s client meetings, investment policy statements and quotes.• Assisting with portfolio revisions, implementation and monitoring of financial/retirement plans and investment portfolios and updates according to the clients’changing needs.• New business processing: Handle all business processing and client administration for theAdvisor - complete paperwork, place trades, contact clients for subsequent follow-up items.• Client meeting support to Financial Advisor: Assist in building andmaintaining relationships with new and existing clients as assistant to a fullservice Financial Advisor offering financial, retirement and estate plans withfull implementation (securities, mutual funds, GICs, life, disability and criticalillness insurance)

Peer tutor

• Aug 2017 - May 2018

Guide fellow students to achieve success in the BCIT environment and business courses at the library, the Student Association and the BCIT Aboriginal Center.Peer tutor in Finance, Business Math, Micro and Macroeconomics, Taxation, Accounting, Working Capital, and Excel. Guide fellow students to achieve success in the BCIT environment and business courses at the library, the Student Association and the BCIT Aboriginal Center.Peer tutor in Finance, Business Math, Micro and Macroeconomics, Taxation, Accounting, Working Capital, and Excel.

Managing Partner

• Jun 2012 - Sep 2016

Tasked with identifying business opportunities and with successfully managing dealingswith the financial department and the supply chain department.Led the identification of potential customers, developed relations with that prospect, andcoordinated the complex sales process to successful completion.Developed a focus on providing tailored solutions to different customers as an essentialpart of ensuring businesses' prosperity and growth. In 4 years, oversaw to completion of over20 projects, with a combined value of $10 m.

Financial Analyst

• Oct 2011 - Jun 2012

• Developed monthly board financial reports compiling all group companies accounting figures and coordinated financial strategic annual and semiannual plans• Compiled accounting figures of all companies of the group and analyzed them to look for discrepancies, errors and opportunities to improve financial management• Developed financial reports to board of directors; utilized more direct and understandable formats to present information and opportunities of better utilizing financial resources to achieve better financial results• Coordinated the annual and semiannual financial plans, working with commercial and operations teams

Plannning and project financial analyst

• May 2011 - Oct 2011

• Developed new operations and procedures for financial and supply chain departments in the new production plant located in Nashik, India• Interviewed and trained new staff member on internal procedures, adapting those procedures to reality of the country and culture• Coordinated implementation of SAP finance and accounting modules• Accompanied project evolution with engineering team to ensure budget was not exceeded• Maintained constant contact with Brazilian team and project responsible director to ensure synergy of the two locations

Executive Assistant To Chief Financial Officer

• Jun 2010 - Apr 2011

• Developed board financial reports, presentations, and financial control of all companies of the group and coordinated CFOs projects including reduction of costs and improvement of sales results together with controlling team from each company• Developed presentations about financial results to the local and Germany board meetings• Coordinated quarterly plans and annual budget with controlling team of each company• Coordinated CFO’s agenda, meetings material and follow-up of on-going projects• Organized executive events and German board visits to Forging Group companies

Financial Analyst Trainee

• May 2008 - May 2010

Assisted with development of financial reports, finance controlling routines, annual budget development for each group company and quarterly revisions of budget• Assisted in preparing management reports from all companies of the Forging Group and Aerospace • Analyzed and prepared economic-financial feasibility studies, cost structure analysis and key performance indicators, as well as assisted in converting BR-GAAP accounting into IFRS• Assisted in coordinating and preparing annual strategic and financial plans and semiannual forecasts of Aerospace companies and, after that, Forging Group Companies.

Intern

• 2007 - 2008