Experience

Levr

• Canada
• Software Development
• 1 - 100 Employee

• Head of Business Development

  • Feb 2023 - Present



BDC

• Canada
• Banking
• 700 & Above Employee

• Manager, Major Accounts Technology Industry Western Canada

  • Apr 2022 - Present

  - Source, analyze, underwrite, and negotiate new quasi-equity facilities that support high growth, scaling Technology Companies, backed by institutional capital, seeking complimentary non-dilutive growth capital. Capital is typically used to compliment a recent/planned raise or extend current runway by leveraging patient growth capital.- Advise entrepreneurs on different capital options as they grow and scale.- Connect entrepreneurs to relevant resources and people to help them grow.

• Senior Account Manager, Tech Scaleup Group | Western Canada

  • Sep 2019 - May 2022

  Provide Debt Financing and Advisory to help grow tech companies across Western Canada with the Business Development Bank of Canada (BDC). Focused on connecting Technology and Innovation companies across Western Canada to resources they need to grow and succeed.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Senior Manager, Commercial Banking (Mid-Market)

  • Oct 2017 - Sep 2019

  Managed a diverse portfolio of medium to large size businesses covering a variety of industries including oil and gas, manufacturing, retail, transportation, and automotive.Provided integrated financial solutions with partners across the bank to address companies business needs throughout every stage of a company’s life cycle, including credit, trade finance, leveraged finance, cash management, foreign exchange, hedging, investments, mergers and acquisitions, and management buyouts.

• Manager, Commercial Banking (Independent Business)

  • Jun 2014 - Oct 2017

• Associate Manager, Commercial Banking

  • Dec 2012 - Jun 2014



Alberta Teachers' Retirement Fund

• Canada
• Financial Services
• 1 - 100 Employee

• Analyst, Private Equity

  • Jan 2010 - Mar 2011

  - Conducted general industry, private equity, and infrastructure fund research - Helped conduct due diligence and investment analysis of potential investments by evaluating past performance, quality of managers, transparency, deal terms and fee structure. - Assisted with all aspects of the valuation of potential private investment opportunities for both co-investments and fund investments. - Assisted in preparing presentations and investment recommendations to present to the investment committee.