Mananging Partner

• Sep 2022 - Present

Business Development Manager

• Feb 2016 - Nov 2022

Deliver comprehensive water management solutions to a diverse array of clients including mines and other heavy industry, municipalities, large agriculture installations, and private pond owners. My customers are welcome to choose to do business with me in the manner that suits their needs; whether it is the purchase of a single bottle of dye, or the ongoing management of an intensive water management plan.

Business Development Manager

• Jan 2014 - Present

Owner/Manager

• Mar 2009 - Nov 2011

Small Business Owner • Founded and built a business delivering fresh Okanagan produce directly to the door of Alberta consumers • Followed ethical principles, paying producers a fair price for their product and providing consumers with organic options • Developed a full website and online store allowing consumers to order and pay for their produce online • Utilized social media marketing, online marketing and conventional advertising to attract consumers • Designed the logistics of purchase, transport and delivery of produce from producers to consumers within 48-72 hours of harvest • Built to 300 clients in two seasons (based on 16-week annual season) with more than 70% of those clients becoming repeat customers Show less

Sr. Account Manager Business Personal

• Mar 2007 - Mar 2009

Desk Builder, New Market • Assigned to a “new desk” at the Rutland Branch in Kelowna • Started with almost no account managed customers and within eighteen months had grown desk into a valuable profit centre for the branch • Responsible for “quarterbacking” the relationships of high value business owners • Attained highest possible level of “likelihood to recommend” ratings on customer surveys • Managed all personal and business banking products used by clients including business loans, personal loans, mortgages, investments, point of sale tools and cash flow management products • Maximized team efficiency by utilizing internal partners such as mortgage specialists, financial planners and investment advisors • Personally structured all business loan requests, utilizing skills such as Financial Risk Assessment, Market Risk Assessment, Management Risk Assessment and Mitigating Risk Assessment • Provided business advice to customers to help them achieve their business goals • Developed a network of Centres of Influence within the local community, including lawyers, accountants, notary publics and business consultants • Mastered RBC’s CRM tool, Sales Platform. Customer contacts were planned and recorded, generating a “sales pipeline” while at the same time maintaining an institutional memory of the relationships • Developed amiable, productive relationships with branch customer service staff • Utilized a consultative sales process that guaranteed all of the right product offerings were made to each customer Show less

Long Term Care Insurance Specialist

• Sep 2005 - Mar 2007

New Product Marketing, Team Based Sales • Developed and implemented a marketing plan for Sun Life Advisors to market the Long Term Care Insurance product to their existing clients • Met with clients of Sun Life Advisors to present and sell Long Term Care Insurance New Product Marketing, Team Based Sales • Developed and implemented a marketing plan for Sun Life Advisors to market the Long Term Care Insurance product to their existing clients • Met with clients of Sun Life Advisors to present and sell Long Term Care Insurance

Independent Financial Advisor

• Apr 2001 - Jul 2005

Business Development, Marketing and Outside Sales • Segmented market into lucrative niche: successful business owners and farmers • Produced seminars as a marketing tool • Founded and organized and annual charity golf tournament in Tumbler Ridge, BC • Utilized financial planning software to prepare complex personal financial plans for customers • Developed customized forms on Excel to prepare business financial plans for customers • Sponsored and volunteered at numerous charity golf tournaments, often partnering with local car dealerships • Became the recognized insurance, tax and estate planning specialist at Investors Group in Northern BC • Wrote an weekly column in the Alaska Highway News Express • Recognized for top insurance sales in Northern BC for 2003 and 2004 • Grew book of business to over $10 million in four years Show less

Special Calls Representative (1999-2001) Member Services Representative (1998-1999)

• Oct 1998 - Mar 2001

Technical Sales, Service and Product Delivery • Visited member’s farms or places of business and collected data necessary to complete farm or business sole proprietorship tax returns • Renewal of memberships • Sale of new memberships from referrals • Recognized for being in top 10% in new sales and member retention • Promoted to bookkeeper in April 1999 • Became proficient in double entry bookkeeping • Visited farm or place of business performing bookkeeping duties and collected fees • Trained in Early Tax planning • Provided members with advice to plan for taxes prior to year end • Promoted to Corporate Member Services Representative in April 2000 • Trained in preparation of corporate financial statements • Promoted to Special Calls Representative in October 2000 • Trained in completion of ten-year tax reviews and audit representation Show less