Equity Sales Associate

• Jan 2014 - Present

• Sold North American equity products to UK and Scandinavian institutional clients.• Facilitated marketing events between high-profile C-suite executives and multi-billon dollar institutional clients. • Helped companies raise capital in the public equity markets. • Consistently awarded increased sales coverage. Responsible for a number of BMO’s largest and most important European accounts.• Completed bespoke projects for the sales team (e.g. investment write-ups, idea pitch books, special situation analysis, and tax research).

MBA Student

• Aug 2011 - Jul 2013

Senior Accountant

• Sep 2005 - Oct 2010

• Managed multiple overlapping engagements from beginning to end under tight filing deadlines, including identifying audit risks, planning the engagement, determining budgets, allocating resources and managing the audit team.• Developed strong client relationships through direct interaction with senior management team, resulting in stable recurring business.• Performed valuation analysis over intangible assets.• Lead Senior of the MacDonald Dettwiler and Associates, Space Robotics Division. This was the largest subsidiaries of one of KPMG Vancouver’s largest clients.• Selected for a very high-profile audit on a $1.2b acquisition that became the first acquisition in history blocked by the Canadian government under foreign investment laws.• Received several KPMG “Encore” awards for outstanding work.