Kale Wild

Kale Wild

Golf Services Supervisor

Followers of Kale Wild1000 followers
location of Kale WildOttawa, Ontario, Canada

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  • Timeline

  • About me

    CFP, CIM, FCSI, Sr. Wealth Advisor & Portfolio Manager at Raymond James

  • Education

    • Simon Fraser University

      2012 - 2014
      Bachelor's degree Economics

      Activities and Societies: Men's Hockey

    • University of Ottawa / Université d'Ottawa

      2009 - 2012
      Economics
  • Experience

    • ClubLink Corporation

      May 2006 - Aug 2010
      Golf Services Supervisor

      -progressed to supervisor of golf services team-greeted golfers as they arrived at golf course ensuring all their needs were met-assisted with scheduling-supervised staff of up to 8 people

    • Cumberland Grads minor Hockey School

      Aug 2009 - Aug 2010
      Camp Counselor

      Coached and supervised children of various ages at the week-long hockey school

    • ClubLink Corporation

      Apr 2011 - Aug 2011
      Pro Shop Clerk/ Assitant Corporate Events Coordinator

      -greeted golfers, processed transactions, sold equipment, coordinated golf course staff-assisted with weekly men's night with weekly participation in excess of 200 players -emcee during dinner, managed rosters, schedules etc.-assisted with members events-coordinated staff on day of corporate events

    • Federal Election Campaign

      May 2011 - May 2011
      Deputy Returning Officer

      Managed a polling station

    • ClubLink Corporation

      May 2012 - Aug 2012
      Corporate Events Coordinator

      -met with clients to plan and execute corporate events for up to 400 people with revenues in excess of $100 000.-coordinated a team of up to 20 staff to execute each event-helped coordinate and emcee the club's Men's night with weekly participation in excess of 200-helped plan and execute Member's events-secured a title sponsor and took lead on 2011 "All Star Break" in conjunction with the yearly members guest. This event had over 300 players with over $1000 in prizes.

    • Child Check-Mate System Inc.

      May 2013 - Apr 2017
      Business Development Associate

      -initiated pilot project in brand new market of Australia-Market research-Identify potential sales opportunities through analytic software and engage them, often through "cold calling"-Engage new and existing customers-Social media development-Sales-Maintain internal sales databases-research new market opportunities and develop market entry strategy to present to senior partners-Analysis of NAFTA regulations with goal of improving supply chain efficiency-research of intercultural practices in order to maintain strong, high trust relations with international clients Show less

    • Raymond James Financial Inc.

      May 2013 - Aug 2014
      Summer Student

      -market research/ analysis-writing reports on research findings-portfolio reviews/ recommendations-corporate entertaining/client engagement-contact with inside sales representatives to find new quality financial products- maintaining database of financial products of interest

    • Raymond James Ltd.

      Sept 2014 - now
      • Financial Advisor

        Apr 2018 - now
      • Financial Advisor

        Apr 2018 - now
      • Associate

        Sept 2014 - now
    • Cumberland Grads Jr. A Hockey Club

      Nov 2014 - now
      Assistant Coach
  • Licenses & Certifications

    • Wealth Management Essentials (WME)

      Canadian Securities Institute (CSI)
      Nov 2015
  • Volunteer Experience

    • executive committee

      Issued by Charity Golf Clasic on Mar 2004
      Charity Golf ClasicAssociated with Kale Wild