Experience

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  Legado capital

  Apr 2017 - Nov 2017

  Private equity research associate

  • Performed market research with specific parameters to identify potential target firms.• Engaged in private equity research and prepared due diligence for mid-size acquisitions.• Automated a significant portion of workflow utilizing VBA in Excel, drastically improving efficiency in the outreachprocess resulting in a 500% increase in output.• Prepared financial analysis of private firms' strategies and historical track records vs industry benchmarks.• Earned ‘Employee of the Season’ award in Summer of 2017. Show less

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  Cibc

  Dec 2019 - May 2022

  • Managed a business portfolio of ~250 businesses amounting in over $58 million in lending, investments, and deposits.• Developed professional relationships with business clients and served as their main point of contact.• Pursued a deep level of understanding of client’s business and operations to better offer advice and banking solutions.• Analyzed financial statements, arrange lending applications, sell investment products, as well as day to day banking solutions.

  • Associate Business Advisor

    Mar 2022 - May 2022

  • Financial Advisor Small Business

    Sept 2021 - Apr 2022

  • Financial Advisor

    Dec 2019 - Oct 2021
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  Scotiabank

  May 2022 - Feb 2023

  Associate, commercial banking

  • Assigned to service a portfolio of ~60 companies in the commercial space which includes coordinating efforts with internal partners, directly reaching out to clients to address various activities, collection/processing of financial reporting, and satisfaction of funding requirements.• Analyze clients’ financial positions, prepare financial projections, make recommendations to meet their short- and long-term objectives, and ensuring that they meet their financial obligations and covenants.• Manage customer accounts, including opening, closing, and maintaining accounts as well as ensuring compliance with banking regulations and maintaining accurate financial records. Show less

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  Rbcx

  Mar 2023 - now

  • Client Engagement Asvisor

    Sept 2024 - now

  • Associate

    Mar 2023 - Oct 2024