Heath Thomas

Experience

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  Dynamic Mutual Funds

  Aug 1993 - Mar 2006

  Maintained an expanded asset base, which grew from $9 Billion to over $20 Billion. Developed investment strategies for long-term and estate planning based on an assessment of risk tolerances and understanding of client goals. Established performance measurement annual targets, which resulted in three consecutive 50% increases in productivity while maintaining over 99% initial accuracy standards.

  • Quality Control/Registered Products Administrator

    Sept 1999 - Mar 2006

  • Group RSP Administrator/ Broker Dealer Administrator

    Apr 1996 - Aug 1999

  • Client Administrator/Customer Service Representative

    Aug 1993 - Mar 1996
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  RBC Dexia Investor Services

  Sept 2005 - Oct 2006

  Processing Administrator/Quality Analyst

  Supported RBC Funds, an $80 Billion mutual funds company.Offered solutions to processing problems and thereby enhanced individual and group performance amongst the processing team.→ Oversaw administration of up to 500,000 client portfolios with over $60 Billion in assets, drawing on solid relationship-building acumen to support the generation of new mutual fund accounts for RBC MUTUAL FUNDS.→ Designed and incorporated database processing systems that increased the department’s monthly accuracy rate to 99.95% Show less

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  RBC Dexia Investor Services

  Nov 2007 - Nov 2009

  Held this role in conjunction with the below position and co-led a project with a mandate to improve processing accuracy. Worked closely with Data Input and Quality/Adjustment Analysts to identify and avoid process risks.→ Implemented a new process that assisted Transaction Processors to improve accuracy while producing businessreports that monitored performance.→ Led efforts to design, implement and test the database. Created detailed system utilization manuals.→ Developed system process schematics to guide the development team. Educated employees and clientsregarding system benefits. Conducted presentations to management that effectively sold this solution. Show less Mandated to improve transaction quality throughout the organization whilerecommending, developing, and implementing process improvements that drive desired results in transactionaccuracy and timeliness. Analyzed transactions to ensure accuracy and process adherence. Spearheaded theanalyses operations and implemented business procedures to improve operations, eliminate processing errors andminimize costs. Provided expert-level support in the successful management of escalated client service issues.→ Administered over $150 Billion in assets for 80 mutual fund dealers and over 1,000,000 clients.→ Evaluated risks and business implications of proposed solutions and recommended creative alternatives tominimize negative business impacts.→ Drafted a policy to regulate system errors and assist team members in effectively processing problematic trades,resulting in reduced financial risk exposure for the department.→ Trained and developed the departmental team members, equipping them with the capacity to prevent riskexposures while handling financial and client transactions.→ Employed analytical skills and business knowledge to perform in-depth feasibility assessment, cost & benefitsanalysis, and risk assessment of the proposed solution implementation.→ Corrected errors in processing and offered specific feedback to the processing team in order to improve futureperformance and avoid the potential for further inaccuracies.→ Reduced transaction errors by approximately 15% by proactively identifying areas of risk and immediatelyimplementing process changes.→ Took initiative to improve Q-file process and effectively eliminated cheque processing errors by 98%. Show less

  • Project Lead, Investor Reporting Database Improvement Project

    Nov 2007 - Nov 2009

  • Quality Control Analyst

    Nov 2007 - Nov 2009
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  Easy Lend Financial

  Feb 2022 - Dec 2023

  Leasing Consultant

  Easy Lend Financial offers Financing/Leasing for: Trucks, Trailers, Excavators, Skid Steers, Tractors, Rollers, Backhoe, Bulldozer, Dump Truck, Boom Lift, any commercial equipment.We lend to all. Offering different programs for those with stronger credit and weaker credit.Easy Lend has 10 years experience in the industry and in depth knowledge in offering the best available terms in the market.

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  6170013 Canada Inc

  Dec 2023 - now

  Director

  ✨ Working Capital Optimization: Proven track record in developing tailored strategies to enhance working capital efficiency, ensuring businesses have the financial agility needed to fuel growth.💸 Trade Financing: Specialized in structuring trade finance solutions that empower businesses engaged in global trade, providing liquidity and minimizing risk in cross-border transactions.📈 Business Loans Facilitation: Adept at connecting businesses with securing financing solutions to fuel expansion, innovation, and strategic initiatives.🌟 Why Work With Me?In a dynamic business environment, having the right financial partner can make all the difference. I am committed to understanding the unique needs of your business and delivering innovative financial solutions that drive success. Show less