Experience

Canoe Financial

• Canada
• Investment Management
• 1 - 100 Employee

• Regional Sales Manager

  • Aug 2020 - Present



Fiera Investments

• United States
• Medical Practices

• Business Development Manager

  • Feb 2020 - Aug 2020

  ● Maintain and communicate to advisors strong, up-to-date commentary from portfolio management teams on financial solutions, economic outlook, and performance metrics● Position strategies and solutions to fit advisor’s models by asking discovery questions to address market and business challenges. Introducing solutions to the challenge by presenting a competitive analysis and how the strategy aligns to the business model● Manage two territories working in collaboration with two Managing Regional Directors and responsible for scheduling sales presentation and meetings



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Regional Consultant (Inside Sales)

  • Feb 2019 - Feb 2020

  ● Responsible for prospecting and building new relationships to expand the pipeline ● Proactively call pre-determined lists of Advisors to book meetings for Regional Director to ensure a high level of sales activity; builds relationships with Advisors by earning their loyalty and trust● Positioning strategies and solutions to fit advisor’s models ● Complete analytics and proposals to present to advisors to help position the strategies and solutions to meet their business needs ● Responsible for prospecting and building new relationships to expand the pipeline ● Proactively call pre-determined lists of Advisors to book meetings for Regional Director to ensure a high level of sales activity; builds relationships with Advisors by earning their loyalty and trust● Positioning strategies and solutions to fit advisor’s models ● Complete analytics and proposals to present to advisors to help position the strategies and solutions to meet their business needs



RBC Global Asset Management

• Canada
• Investment Management
• 700 & Above Employee

• Sales Coordinator

  • Nov 2015 - Feb 2019

  ● Proactively call pre-determined lists of advisors to book meetings for the DVP to ensure a high level of sales activity● Build and maintain relationships with advisors and key partners, providing prompt and accurate responses in a timely manney● Maintain knowledge on all rules and regulations with respect to requests and ensure adherence to compliance policies, procedures and guidelines● Responsible for the development and execution of various sales plans● Manage territory budget by tracking, processing and submitting monthly expenses, advising on how the team is tracking against plan and sharing possible opportunities for savings



RBC Investor & Treasury Services

• Client Representative

  • Mar 2014 - Nov 2015

  ● Provided superior client service, solutions, advice and education towards Defined Benefit plans to 100+ institutional client portfolios and accounts.● Performed plan administrative tasks such as pricing and reconciliation of private equities held by clients, ensuring pension plans reflect accurate asset holdings and market value.● Educated investment managers on the various pension plans, payment methods and also provided accurate information on redeeming or purchasing specific funds.● Processed daily transactions through wire transfers, mainly in the form of fund transfers and withdrawals



RBC Insurance

• Canada
• Insurance
• 1 - 100 Employee

• Customer Relations Specialist

  • Apr 2011 - Mar 2014

  ● Interacted with clients, claimants, vendors and other stakeholders as applicable to communicate and resolve claims.● Handled inquiries from prospective and existing customers regarding RBC's products and services. Educated customers, while up-selling and cross-selling insurance products and ensured a positive customer experience throughout the sales process.● Conducted thorough investigations and evaluations in order to arrive at appropriate resolutions of assigned claims and verified client’s account to ensure premiums were collected accurately



Rogers Communications

• Canada
• Telecommunications
• 700 & Above Employee

• Mobile Sales Consultant

  • May 2008 - Jun 2013

  ● Performed full-cycle sales for customer's wireless needs, which included primary focus on selling the value of the services plans, devices and accessories and personalizing the customer experience● Delivered an outstanding experience that improved customer loyalty and strengthened the brand, resulting in constantly meeting and exceeding key performance objectives that included sales and customer satisfaction goals● Assisted talent development by training new hires on how to build relationship with customers and close the sales