Experience

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  WhiteHaven

  • Montreal, Quebec, Canada

  • Wealth Management Advisor

    • Jun 2023 - Present
    • Montreal, Quebec, Canada

    As a Wealth Advisor and Business Consultant, I specialize in crafting custom financial plans for entrepreneurs, investors, and families, seamlessly merging investment strategies with holistic wealth management. Positioned at the intersection of your business and family legacy, my mission is to safeguard and amplify your assets with a strong focus on risk minimization. I provide comprehensive financial and business consulting to propel your financial journey while maximizing profitability. My commitment centers on delivering unparalleled client service, with every decision driven by your aspirations and the latest industry insights. I prioritize establishing deep-rooted, trust-based partnerships and collaborating with the right stakeholders to create solutions that precisely resonate with your goals.

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  Sun Life

  • Montreal, Quebec, Canada

  • Financial Security Advisor

    • Jun 2022 - May 2023
    • Montreal, Quebec, Canada

    As a Financial Advisor, I provided clients with tailored financial planning solutions that addressed their unique needs, from risk management to retirement, estate, and succession planning. I collaborated with entrepreneurs to develop business continuity strategies, ensuring seamless transitions. By consistently delivering top-tier service, I kept clients well-informed, promptly addressing their inquiries and offering bespoke financial counsel.

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  Oonity Strategy Group Inc.

  • Montreal, Quebec, Canada

  • Managing Principal

    • Nov 2020 - Jun 2022
    • Montreal, Quebec, Canada

    As a consultant and equity stakeholder, I played a pivotal role in developing and growing a wellness product line tailored for the discerning European market. I was instrumental in strategic brainstorming sessions, shaping the brand's foundational pillars and ensuring its positioning exuded unparalleled market allure. Under my leadership, a team of developers skillfully crafted the company's digital platform strategy. Representing the brand, I fostered essential relationships at international events through targeted pre-market promotions.

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  TELUS Business

  • Montreal, Quebec, Canada

  • Transformation Advisor | Territory Account Manager

    • May 2019 - Oct 2020
    • Montreal, Quebec, Canada

    As a Territory Account Manager, I managed corporate portfolios and developed strategic territorial plans. I collaborated with C-suite executives on digital transformation initiatives, focusing on network mobility, managed cloud services, IoT, VoIP, and data security. I significantly enhanced their sales success rate by mentoring the offshore sales team. Through active collaboration, I led digital projects, strengthened account management, and played a pivotal role in advancing the company’s market share goals.

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  CIRANO

  • Montreal, Canada Area

  • Research Professional

    • Apr 2018 - May 2019
    • Montreal, Canada Area

    At HEC Montreal and CIRANO, I served as a researcher focused on economic studies related to innovation models and technology ecosystems in emerging markets, particularly in Mexico. My key contributions included exploring the regional economic impacts of technology ecosystems, evaluating the effectiveness of monetary policies, and conducting comprehensive data analyses across all 32 Mexican regions from 2003 to 2016. My specialized work on the Triple Helix innovation model provided critical insights into the influence and dynamics of technology ecosystems within Mexico's burgeoning markets.

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  Freedom 55 Financial

  • Montreal, Quebec, Canada

  • Financial Security Advisor | Wealth Consultant

    • Aug 2016 - Jul 2017
    • Montreal, Quebec, Canada

    As a Financial Advisor, I played a crucial role in helping clients develop tailored strategies to achieve their financial goals. My primary responsibilities included identifying gaps in clients' financial plans, guiding them through the engagement process, and providing continuous oversight of their economic progress. With a client-first ethos, I prioritized building trust and deeply understanding their needs. I emphasized wealth transfer strategies and guided clients toward a comprehensive, long-term financial vision.

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  AmazStev

  • Montreal, Quebec, Canada

  • Director Of Operations

    • Nov 2014 - Nov 2015
    • Montreal, Quebec, Canada

    I co-founded Amazstev Lifestyle Brands with other stakeholders as a stevia manufacturer in Canada's food and beverage sector. My key responsibilities included shaping the company's strategic direction, spearheading initial operations, and securing regulatory clearances for market entry. Through my leadership, Amazstev quickly established itself as a promising industry startup.

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  Universidad ICESI

  • Santiago de Cali, Valle del Cauca Department, Colombia

  • Executive Foreign Language Coaching Specialist

    • Jan 2010 - Apr 2012
    • Santiago de Cali, Valle del Cauca Department, Colombia

    As an English-as-a-Second-Language instructor, I specialized in enhancing the business communication skills of executives from global enterprises. I developed customized training modules, conducted evaluations, and provided hands-on classroom guidance. My exemplary teaching methods earned me distinction among top-tier instructors, with notable engagements including executives from industry leaders such as MacNeil LLC and Johnson & Johnson.

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  Global Language Consulting S.A.S

  • Santiago de Cali, Valle del Cauca Department, Colombia

  • Managing Director

    • Jul 2009 - Apr 2012
    • Santiago de Cali, Valle del Cauca Department, Colombia

    I pioneered a business venture to address an untapped niche in Colombia's corporate language training sector. Leveraging legislative shifts, I developed a market strategy and engaged with high-level stakeholders. I designed an executive bilingual education curriculum, guiding the company's service blueprint and market expansion efforts. My initiatives resulted in a thriving enterprise that meets the growing demand for business-centric language training.

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  Synergy Marketing S.A

  • Bogotá D.C. Area, Colombia

  • Managing Director & Founder

    • Jun 2005 - May 2009
    • Bogotá D.C. Area, Colombia

    As the General Manager and Operations Development Lead, I co-founded the company and spearheaded the B2B sales division within the call center. Leading a team of 65 call center agents and introducing fifteen account executives, I drove our B2B net new revenue to $1.2 million by the second year. Emphasizing the importance of training, I implemented call center strategies that increased our penetration rate by 43% in the first year. This leadership solidified our transition from a startup to a model of industry operational efficiency and effectiveness.