Experience

Axcess Capital Advisors Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Dealing Representative - Private Capital Specialist

  • Jan 2019 - Present

  Axcess Capital Advisors Inc. is a boutique Private Capital Firm that provides Private Offerings as an Exempt Market Dealer. Partnering with some of Canada's largest private companies, Axcess Capital provides investors a range of financial solutions that will complement their portfolios. I am Registered with BC, Alberta and Ontario Securities Commission and a member of the Private Capital Market Association of Canada. Axcess Capital Advisors Inc. is a boutique Private Capital Firm that provides Private Offerings as an Exempt Market Dealer. Partnering with some of Canada's largest private companies, Axcess Capital provides investors a range of financial solutions that will complement their portfolios. I am Registered with BC, Alberta and Ontario Securities Commission and a member of the Private Capital Market Association of Canada.



Oak and Arrow Investments

• Canada
• Financial Services

• Founder

  • Feb 2015 - Present

  Strategic investment planning for my clients, utilizing specialized products within the Private Capital Markets. A Dealing Representative initially with Triview Capital, and now with Axcess Capital, I am registered with the BC, Alberta and Ontario Securities Commission a member of the Private Capital Market Association of Canada. Strategic investment planning for my clients, utilizing specialized products within the Private Capital Markets. A Dealing Representative initially with Triview Capital, and now with Axcess Capital, I am registered with the BC, Alberta and Ontario Securities Commission a member of the Private Capital Market Association of Canada.



Premiere Suites

• Canada
• Hospitality
• 1 - 100 Employee

• Vice President & Partner

  • Sep 2010 - Nov 2014

  • Trained and developed sales team to ensure high productivity and best practices.• Identified key decision makers for major regional and national corporate accounts, simultaneously monitoring sales trends for the accounts.• Created tracking methods profiling incoming leads, identifying potential opportunities and monitoring conversion ratios.• Utilized timely marketing strategies to reach key clients• Successful Business Development, identifying the ICP, and strategically prospected in targeted corporate sectors.• Collaborated with operations and accounting to ensure best practices for the corporate guest experience.• Developed a sophisticated tracking system that provided analysis for client retention, churn rate, and prospecting. Accomplishments: • Achieved exceptional year over year growth for targeted B-to-B sectors.• Identified and negotiated a national direct relationship with a major international travel agency.• Created tailor made marketing campaigns for specific corporate client segments.• Initiated and maintained RFP government submission relationship• Increased new B-to-B sales by Prospecting in sectors that provided exceptional ROI.



Janssen Inc.

• Canada
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Senior Pharmaceutical Representative

  • 1994 - 2008

  • Responsible to achieve territory business objective, including increased sales growth and market share objectives for assigned products.• Identifying key customers to persuade and influence to preferentially select Janssen-Ortho products.• Identify and built strong working relationships with key offices in order to establish memory screening clinics.• Maintained a high level of Janssen-Ortho product knowledge, disease state and competitive intelligence in order to provide maximum value to clients.• Shared Business plan with territory partners and District Business Manager.• Utilized approved promotional materials on territory, consistent with current marketing strategy.• Analyzed business and developed territory business plans to include: sales activities, promotional programs, sample allocation plan and annual investment requirements.• Effectively planned and used resource allocation to maximize return on investment.• Planned and executed call routing on identified targets, achieving frequency and reach with designated milestones agreed by sales management.• Collaborated with regional and national marketing team to ensure we were engaged with key local specialists.• Entered daily call information and updated customer profiles using CRM database.• Executed Sales Activities in accordance with the Rx&D and Janssen-Ortho Codes of Conduct.Accomplishments• Marketing advisory boards on numerous occasions.• Multiple national and regional sales awards.• Appointed Regional Field Training Sales representative.• Promoted to Eldercare Specialty representative.• Exceptional relationships developed with key opinion leaders.