Paul Sergi

Paul Sergi

Intern - Investment Management

Followers of Paul Sergi499 followers
location of Paul SergiMississauga, Ontario, Canada

Connect with Paul Sergi to Send Message

Connect

Connect with Paul Sergi to Send Message

Connect
  • Timeline

  • About me

    Director of Retail Sales - FGF Brands

  • Education

    • Ohio University

      2012 - 2015
      Bachelor of Business Administration (BBA) Marketing & Management Information Systems

      Activities and Societies: Ohio University Bobcats Hockey Team (ACHA), Ohio University AITP, Beta Gamma Sigma

  • Experience

    • AGF Management Limited

      Apr 2012 - Aug 2012
      Intern - Investment Management

      • Entered data using MPower program for the fixed income division, organized foreign exchange trade receipts and kept record of the North American Team’s model portfolios• Attended weekly Fund Management and North American meetings, as well as Bloomberg training seminars• Created custom templates and sector-specific snapshots for financial analysis using Bloomberg software

    • Con Cast Pipe

      May 2014 - Aug 2014
      Market Research Intern

      • Conducted market research on cities and municipalities in Ontario, Canada to support the sales team in finding future prospects and opportunities• Reviewed publicly released capital forecasts and asset management plans online, and contacted gatekeepers in the government offices to create forecasted demand summaries• Created new company Facebook and Twitter pages while actively maintaining the Facebook, Twitter and LinkedIn pages

    • Give and Go Prepared Foods

      Jun 2015 - May 2024

      - Supported National Account Manager and acted as key contact on the Wal-Mart Canada business- Worked directly with Replenishment team at Wal-Mart (Montioring POs, meeting twice per month to highlight any risks, building Seasonal/LTO orders)- Monitored inventory in-stocks at store and warehouse level using Retail Link (finding opportunities to grow the business by maintaining inventory levels throughout the supply chain)- Worked with Wal-Mart buying teams to list new items in their system- Continued managing regional accounts and added Metro Ontario/Food Basics - Supported National Account Manager based out of Quebec on private label solutions for Metro- Worked directly with Metro ON and Food Basics buying teams to introduce new branded items/solutions- Managed all promotional and seasonal activity for Metro ON and Food Basics Show less - Managed one of largest, regional grocery chains in Ontario, as well as other regional retail and distributor accounts- Responsible for maintaining relationships and growing business beyond budget of approx $1.5M- Launched new, branded offerings with retailers and distributors- Worked with accounts to develop promotional calendars, and worked directly with supply chain to ensure we had inventory to support the increased activity- Conducted seasonal presentations, managed pre-orders by ensuring items were forecasted correctly internally- Conducted store tours to gather feedback at store level, using that information to resolve issues and suggest new items/solutions with buying teams- Helped integration process between Give and Go's new businesses, Prime Pastries and Create a Treat, and the core business Show less - Supported National Account Managers on Canadian Retail accounts (Loblaw & Shopper's Drug Mart, Longo's)- Tasks included: tracking sales & promotional activities, presentation building (seasonal presentations, new items, sell sheets), processing and delivering sample requests- Utilized Loblaw's Article Workflow Tool to monitor news & updates, upcoming promotional activity and list new items - Acted as liaison between Sales and other functional areas of Give and Go (Marketing, Supply Chain, Finance, QA, PD) Show less

      • Sales Manager - Walmart, Inc

        Jul 2022 - May 2024
      • Business Manager, International Division

        Jul 2020 - Jul 2022
      • Sales Manager, US Foodservice

        Jul 2019 - Jun 2020
      • Regional Account Manager

        Jan 2018 - Jun 2019
      • Sales Representative

        Jan 2017 - Jan 2018
      • Junior Sales Representative

        Jan 2016 - Jan 2017
      • Supply Chain Coordinator

        Jun 2015 - Jan 2016
    • FGF Brands

      May 2024 - now
      Director of Retail Sales
  • Licenses & Certifications

    • Finance for Non-Financial Professionals

      The Ivey Academy - Executive Education - Ivey Business School
      Apr 2021
      View certificate certificate
  • Honors & Awards

    • Awarded to Paul Sergi
      Beta Gamma Sigma Honor Society - 2013 • Ranked in the Top 10% of business majors at Ohio University
    • Awarded to Paul Sergi
      Dean's List Ohio University 2013