
Paul Sergi
Intern - Investment Management

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About me
Director of Retail Sales - FGF Brands
Education

Ohio University
2012 - 2015Bachelor of Business Administration (BBA) Marketing & Management Information SystemsActivities and Societies: Ohio University Bobcats Hockey Team (ACHA), Ohio University AITP, Beta Gamma Sigma
Experience

AGF Management Limited
Apr 2012 - Aug 2012Intern - 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 2014Market 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 2024Business Manager, International Division
Jul 2020 - Jul 2022Sales Manager, US Foodservice
Jul 2019 - Jun 2020Regional Account Manager
Jan 2018 - Jun 2019Sales Representative
Jan 2017 - Jan 2018Junior Sales Representative
Jan 2016 - Jan 2017Supply Chain Coordinator
Jun 2015 - Jan 2016

FGF Brands
May 2024 - nowDirector of Retail Sales
Licenses & Certifications
- View certificate

Finance for Non-Financial Professionals
The Ivey Academy - Executive Education - Ivey Business SchoolApr 2021
Honors & Awards
- Awarded to Paul SergiBeta Gamma Sigma Honor Society - 2013 • Ranked in the Top 10% of business majors at Ohio University
- Awarded to Paul SergiDean's List Ohio University 2013
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