Kate Trayes

Experience

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  Dons Bakery

  May 2016 - Jun 2022

  Team Manager

  - Balanced finances and recorded inventory by using excel spreadsheets to calculate end of day sales.- Lead a team of 10+ people with ability to collaborate, support and advise others resulting in overall team success.- Trained and welcomed new staff members to ensure consistent and excellent quality service.- Interacted professionally to successfully build company image and customer relationships resulting in repeat business.- Forecasted next day sales based on analyses of past information to plan production strategically. Show less

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  Mount St. Louis Moonstone

  Nov 2016 - now

  Ski Instructor

  - Prepared interesting and informative lesson plans to optimize learning for every level of student.- Recognized diversity and developed a greater intercultural understanding through interactions with families and students

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  Don's Bakery of Barrie

  Oct 2017 - May 2021

  Sales Associate

  - Employed attention to detail while executing multiple tasks simultaneously to ensure quality of product.- Demonstrated exceptional customer service by responding promptly and professionally to customer needs, providing in-depth product information and product recommendations, ensuring customer satisfaction and high sales.

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  City of Barrie

  Sept 2019 - Mar 2021

  Lifeguard and Swim Intructor

  - Prepared interesting and informative lesson plans to cater to each level of swimming, specifically children and developmentally impaired persons.- Guarded open swims of up to 200 participants, paying close attention to detail to ensure maximized safety.- Adapted communication style to communicate ideas and information clearly, concisely and effectively to optimize learning.

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  At Your Docks Swimming

  Jul 2021 - Aug 2022

  Private Swim Instructor

  - Prepared interesting and informative lesson plans to cater to each level of swimming from 11 months old to 60 years old.- Traveled to many different locations per day and developed a strong sense of time management to ensure customer satisfaction.- Adapted communication style to communicate ideas and information clearly, concisely and effectively to optimize learning.

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  Wilfrid Laurier University

  Sept 2021 - Apr 2022

  Diversity, Equity and Inclusion Facilitator

  - Organized and oversaw diversity and equity events whilst managing the set budget, to promote an inclusive community.- Promoted diversity and equity events and generated large turnout through use of social media and school resources.- Encouraged different viewpoints, opinions, and ideas to embrace a culture of inclusion.

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  Muskoka BeerSpa

  Apr 2022 - now

  Retail Manager

  - Tracked sale of merchandise and alcohol to effectively order stock from manufacturers and wholesalers.- Analyzed sales and customer trends to maximize revenue through strategic organization of products and restock.- Oversaw inventory orders with adept problem solving and analytical skills resulting in 100% accuracy.

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  MOSEA

  Sept 2022 - Dec 2023

  Corporate Relations Manager

  - Actively seeks new business opportunities by analyzing market trends and leveraging data-driven insights to drive strategic decision-making and stay ahead of competitors.- Establishes and maintains strong relationships with key stakeholders, boosting partner collaborations, contributing to revenue growth.- Identifies and negotiates strategic partnerships that align with the organization's goals, leading to increased in business opportunities and brand visibility.

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  ESG Laurier

  Oct 2022 - now

  • Manages teams to oversee ESG investment reports and drive successful implementation of new initiatives and events.• Provides strategic direction, driving the organization towards our goals while fostering a collaborative environment. - Integrating and implementing research of sustainable investments that address environmental, social, and governance factors.- Developing and overseeing environmental, social, and corporate policies and procedures to ensure sustainable investments.- Overseeing marketing operations ensuring accuracy and efficient distribution of information across digital platforms.

  • President

    Sept 2023 - now

  • VP of ESG Investment Research

    Oct 2022 - now
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  Markel

  May 2023 - Aug 2023

  Underwriting Analyst, Professional and Financial Risks

  - Analysis of publicly traded, private, financial institutions, and non-profit companies - including analysis of financial statements, company-specific information, and industry-specific data using Capital IQ and Sedar.- Complete rating for exposure and initial pricing for underwriters- Responsible for the setup, reservation, and maintenance of account files- Assist underwriters with quote generation

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  Laurier Women Investment Society

  Sept 2023 - now

  Director of Investments

  • Conducts thorough research and analysis on investment opportunities, financial markets, and economic trends.• Develops engaging educational materials and curriculum to teach students about investing concepts.• Creates a supportive learning environment and provides mentorship to students, empowering their future.

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  Mackenzie Investments

  Jan 2024 - now

  Sustainable Investing Intern

  - Conduct and present market research on the sustainable investing market.- Develop fund, holding and industry reports.- Support the development of external papers and thought leadership.- Assist in sustainability-related research to support sustainable stewardship efforts.- Assist in the preparation of executive presentations.

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  Advisor Insights

  May 2024 - now

  Director of Operations