Experience

Optimize Wealth Management

• Canada
• Financial Services
• 100 - 200 Employee

• Senior Financial Analyst

  • Mar 2021 - Present



Gatestone & Co.

• Canada
• Financial Services
• 700 & Above Employee

• Reporting Analyst

  • Oct 2020 - Mar 2021

  - Extract, analyze, and prepare activity data to produce periodic reports, for clients and internal stakeholders. - Monitor key performance indicators and provide recommendations to ensure contractual obligations are met. - Developed and automated various staffing and invoicing procedures to allow for more efficient billing of clients. - Extract, analyze, and prepare activity data to produce periodic reports, for clients and internal stakeholders. - Monitor key performance indicators and provide recommendations to ensure contractual obligations are met. - Developed and automated various staffing and invoicing procedures to allow for more efficient billing of clients.



City of Toronto

• Canada
• Government Administration
• 700 & Above Employee

• Property Tax Rebates - Student

  • May 2019 - Sep 2019



City of Toronto

• Canada
• Government Administration
• 700 & Above Employee

• Property Tax Rebates - Student

  • May 2018 - Sep 2018



City Sightseeing Toronto

• Canada
• Travel Arrangements
• 1 - 100 Employee

• Hotel Concierge

  • Jul 2016 - Aug 2017