~   Eager to contribute exceptional financial, client relations, and business consulting expertise toward actively collaborating with a dynamic organization in maximizing bottom-line performance.   ~

 

 

• Possess over a decade of experience in financial services with proficiency in portfolio management, client relationship-building, new business development, and strategic business planning.
• Able to critically analyze business opportunities to assess financial potential, competitiveness, and sustainability. 
• Considerable skills in decision-making, risk management, problem solving, and marketing.
• Advanced knowledge of investment products, lending programs, and commercial credit products.
• Reliably anticipate, plan, and respond accordingly to changing business priorities.

 

 

Business Coach ---- Ethos Career Management Group,  Duncan, BC, 2008 to Present

• Review 150+ applications for Business Works Self-Employment Program, and conduct interviews to recommend potential clients based on financial feasibility and practicality of business ideas.
• Apply sharp critical thinking abilities toward reviewing and analyzing 90+ business plans and advising clients in elements such as marketing, budgeting, time management, and cash flow optimization.
• Continually promote program throughout surrounding communities through regular visits to service providers and Chambers of Commerce.

 

Financial Consultant ---- CIBC Wood Gundy,  Calgary, AB, 1998 to 2002

         Conducted comprehensive needs assessments for prospects and clients to determine financial goals and formulate customized investment strategies.

         Delivered informative and persuasive presentations and investment guidance geared to meet specific financial needs of clients/prospects.

         Continuously analyzed financial markets, market trends, economic indicators and investment strategies to maximize positive outcomes and minimize risk.

• Facilitated sales of investment and insurance products such as income and royalty trusts, and disability and life insurance products.

 

Account Manager ---- CIBC, 1989 to 1998

• Proficiently managed portfolios comprised of up to 300 business and personal accounts valued between $50K and $2M, diligently reviewing all dealings annually to monitor and effectively control risk for bank.
• Exercised outstanding decision making capabilities to assess, recommend and approve personal and commercial lending applications.
• Cultivated, nurtured and maintained strong business relationships vital to maximizing referrals.
• Performed cross-selling when appropriate to expand personal and commercial client base.

           

 

CGA (Level III), CGA-BC, Vancouver, BC, 2007 to Present

 

B.Sc. in Economics, University of Victoria, Victoria, BC, 2006