
Timeline
About me
Senior Analyst, Investment Reporting & Attribution at OMERS
Education

Leaside high school
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Wilfrid laurier university
2010 - 2014Bachelor of business administration (bba) with co-op finance specialization and economics minorActivities and Societies: Member of Laurier Investing and Finance Association
Experience

Harbourside realty corp.
Jun 2008 - Aug 2012Broker assistant & accountant• Handled all accounting functions of the business, including client banking• Managed over one hundred residential investment properties • Acted as central point of contact between owners, agents, tenants and contractors• Created companywide contact database which is accessible from mobile devices• Trusted advisor and mediator for tenants and owners with concerns and property maintenance issues• Advertised new listings on the Toronto Multiple Listing Service (MLS) and Kijiji Show less

Canadian tire
Jun 2009 - Dec 2009Sales associate
Barrick gold corporation
Jan 2013 - Apr 2013Junior treasury analyst• Assisted in the compilation of reports to management on the company’s metal, currency, energy and interest rate hedging programs• Assisted in validating rates used for valuing outstanding derivative positions and analyzed valuations• Liaised with banks to ensure accuracy and to confirm settlements of spot and forward deals for metal, currency, energy and interest rate derivative instruments, including forwards, options and swaps

Scotia itrade
Sept 2013 - Dec 2013Product specialist• Developed product strategies designed to target online brokerage clients and build out product road-maps.• Managed the development and implementation of enhancements to existing products (particularly the iTRADE FlightDesk trading platform) by defining business requirements, developing test plans and user acceptance testing, defining user procedures and workflows and providing post-implementation support.• Presented and demonstrated new product enhancements to internal customer service reps to improve customer relationships and satisfaction.• Continuously enhanced knowledge of online brokerage business strategies, risk management practices, product offerings and rapidly changing technology to be able to develop effective business solutions and services.• Monitored competitor products and marketing activity to maintain awareness of industry trends and opportunities. Show less

Takota asset management
Feb 2015 - Jun 2015Sales associate
Gluskin sheff + associates inc.
Dec 2015 - Oct 2018Junior performance analyst
Omers
Oct 2018 - Dec 2022Investment reporting analyst
Licenses & Certifications

Passed cfa level iii
Cfa institute
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