Bio
Credentials
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Bachelor of Economics
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Experience
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Non-profit Organizations
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1 - 100 Employee
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President
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Jan 2024 - Present
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Vice President of Hamilton
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Jan 2023 - Dec 2023
Support and very active with this Association supporting Ital-Canadian Professional and Business Community in the Hamilton / Halton area. Providing value add networking and seminars in further educating and providing insight regarding various business and strategic initiatives.
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FirstOntario Credit Union
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Hamilton, Ontario, Canada
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Senior Business Development Manager - Commercial Services
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Jun 2022 - Present
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Hamilton, Ontario, Canada
With more than 30 years of financial industry experience in retail, commercial and wealth management, I have developed an ability to view all aspects of a member’s commercial financial needs. This ability allows me to deliver highly comprehensive and solutions. I have also nurtured countless partnerships and external experts, and I can draw on these partners to develop solutions and facilitate direct introductions.My primary goal is to provide a great commercial credit experience for all members. I believe this is achieved through reliability, honesty and integrity – three attributes that I commit to displaying each and every day.Besides this I am extremely passionate about my community and the value I want to provide and contribute to it. I feel that the contributions and support you can make to your local community is our obligation in order to achieve a better environment for all.
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Scotia Wealth Management
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Hamilton, Ontario
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Private Banker
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Dec 2014 - May 2022
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Hamilton, Ontario
Private Banker providing support to High Net Worth families, often in ways they may not be aware of. Specialized in working with Professionals and clients of high networth with access to borrowing solutions and provide superior service from experienced administrative support for day-to-day transactions. Working with financing platforms engineered to streamline client's access to liquidity and help them take advantage of investment opportunities. An exclusive, fully-integrated wealth management platform, This enables clients to conveniently borrow under a single investment line of credit, against a broad range of personal and/or holding company assets.
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Canadian Italian Business Professional Association - Hamilton/Halton
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Hamilton / Halton area
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VP of Hamilton, Executive Director
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2010 - Dec 2016
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Hamilton / Halton area
Support and very active with this Association supporting Ital-Canadian Professional and Business Community in the Hamilton / Halton area. Providing value add networking and seminars in further educating and providing insight regarding various business and strategic initiatives.
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Manager - Business & Professional Banking
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Oct 2007 - Dec 2014
Leader of a business & professional sales team, responsible for contributing to the overall success of assigned branches. This includes meeting financial objectives related to the profitable growth and retention of assigned portfolios of business customers and professionals. Manage an assigned portfolio of high value and/or complex business owner relationships and develop new and expanded banking relationships with business owners to meet customer needs and negotiated objectives. As well as achieving other individual and team objectives related to customer service, human resource management and operational effectiveness. Provide direction to team members in a manner consistent with the overall Domestic Bank strategy of developing a customer-focussed sales culture.
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Citicards Canada
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Burlington, Ontario
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VP - Client management
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Jan 2001 - Feb 2007
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Burlington, Ontario
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Acct Manager
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Nov 1993 - Dec 2000
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Education
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1987 - 1991McMaster University
BA, Economics -
1990 - 1992Mohawk College
Graphic Arts Reproduction, Production Co-ordinator, Prepress/Desktop Publishing and Digital Imaging Design -
1986 - 1989Barton Secondary
Highschool Diploma, Honours -
1990 - 1992Mohawk College
Diploma, Production Print Co-ordinator
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References
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