Experience

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  Aerotek

  Jan 2006 - Jan 2007

  Business operation associate

  •Managed national financial accounts for Pro Unlimited of $3 million; with requisition of $1.5 million every two weeks•Served as liaison for Aerotek and their clientele•Reviewed and initiated debt collection documents for invoices over 60 days delinquent for further processing and collection

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  Delaware state university

  Jan 2007 - Jan 2009

  Assistant soccer coach

  Assistant soccer coach for Division 1 women intercollegiate soccer program

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  Storage village

  Jan 2009 - Jan 2010

  Facility manager

  Manage Storage facilities and properties with average income of 1.5 million USD a year.Initiate new collection procedures that decreased the debt by 30%.Implemented new strategic marketing methods to reach customers through more effective channels

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  Victoria mutual building society

  Jan 2010 - Jan 2012

  Financial specialist

  Provide advisory services for clients for the development of their investment portfolios to assist in meeting their financial goals.Conduct financial seminars and presentationsParticipate in the transformation process for the continuous improvement of the organization and its Strategic Business Units.Built and managed a $75 million dollar portfolio.Train and mentor new recruits in the art of building client relationships and initiating the sales conversation.

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  Td

  Jan 2012 - Apr 2013

  Financial service representative

  - Plan business activities to meet weekly sales, service and referral targets for personal and small business clients- Providing exceptional advice and customer service for new and existing customers..- Assist clients with retirement planning, credit solutions, mortgages and investment options.- Uphold and strengthen TD's brand within the Milton area.

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  Md financial management | gestion financière md

  Apr 2013 - Aug 2023

  Senior financial consultant

  •Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting•Prepare comprehensive financial plans and specific investment strategies based on MD Management's developed and managed optimal portfolio ranges•Understand and comply with all industry regulations and MD's program and process requirements•Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs•Increase visibility of products and services through contact with centers of influence•Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients Show less

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  Cibc wood gundy

  Aug 2023 - now

  Senior wealth advisor