Director, Sales & Business Development

• Jan 2021 - Present

- Led the development and execution of the company's strategic sales plan - Generated and closed new business opportunities - Managed the sales pipeline, tracked progress, and analyzed data - Negotiated contracts with customers and suppliers, resulting in cost cutting by 19% - Managed the sales team to achieve performance targets, and provided coaching, training and development - Provided technical expertise to C-level executives on feasibility of On-Grid, Off-Grid and Hybrid systems Show less

Account Manager, Institutional Markets

• Nov 2019 - Nov 2020

- Managed accounts of institutional clients worth $3 billion - Increased client retention through exceptional client service and proactive engagement - Coordinated and facilitated a series of client workshops - Worked with internal teams to develop and implement a data-driven client communication strategy, resulting in improved client satisfaction and retention - Presented quarterly and monthly client reports and pitch-books in collaboration with marketing, product and compliance teams Show less

Associate, Dealer Relations

• Jan 2017 - Nov 2019

Product Research Mentorship

• Oct 2018 - Mar 2019

• Analyzed asset-base and net sales/redemption data to determine the trend in the competitor landscape• Improved Health Care mutual fund by writing a point of view that identified investment strategies, opportunities for improvement and projected outlook, making recommendations based on findings • Provided direct assistance to the Director of Product Research via the Mentor Program, supporting daily operations and special projects as and when needed for our line of Retail Mutual fund products Show less

Tax Operations Analyst

• Aug 2016 - Dec 2016

• Enhanced the efficiency of the corporation by producing comprehensive manuals on daily operations, allowing the outsourcing of many tasks, which streamlined and improved day-to-day running • Completed tasks including implementing processes for QI, FATCA, tax processing, and withholding requirements • Processed payments made to CRA both weekly and bi-weekly to ensure continuous accuracy • Sustained consistency of tax operations by examining a wide range of professional reports to ensure clients were being taxed the correct amounts Show less

Equity Research Analyst Intern

• Oct 2015 - Jan 2016

• Provided comprehensive assistance to senior analysts in research and analysis, data mining, financial modelling, variation, valuation, and other ad-hoc tasks • Made critical contributions in research reports which led to an average of 18% return over four months • Created professional reports detailing industry and company analysis with projected financial statements and cash flow analysis • Maintained spreadsheets to be up-to-date and accurate with commodities prices and economic data Show less