Experience

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  Pacline overhead conveyors

  May 2016 - Sept 2017

  Shipping and receiving clerk

  • Collaborated and communicated with engineers to pack and prepare orders for shipment• Received orders and examined product quality prior to shipment• Ensured peers were working safely and responsibly when using heavy machinery

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  Hobart and william smith colleges

  Aug 2017 - May 2019

  GPA: 3.69 - EconomicsNEC Academic Honor RollCum Laude• Communicated with teammates when working towards a common goal of a conference championship• Remained composed and focused when under pressure• Managed time efficiently and effectively in order to devote 20+ hours to weekly practices and games while balancing academic commitments • Supervised 40 residents on a daily basis, as well as 400+ residents when on weekly duty • Attended weekly meetings with staff to provide ways to improve campus student living and on duty schedules• Organized events and programs to further the Colleges’ mission statement • Performed administrative duties on a daily basis

  • Division 1 Men's Lacrosse: Student Athlete

    Jun 2015 - May 2019

  • Resident Assistant

    Aug 2017 - Aug 2018
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  Scotiabank

  May 2018 - Aug 2018

  Corporate credit risk analytics summer intern

  • Drafted formal credit authorizations, followed-up on items needed from credit groups/officers, and ensured that final documentation was accurate and in accordance with communicated credit approvals and bank policies and procedures• Built and fostered valuable professional relationships with credit groups, officers, and directors • Actively participated in weekly team huddles to promote healthy communication, support team members, and address concerns from the previous week

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  Td

  May 2019 - Jan 2022

  • 2020 Legends Recipient for outstanding performance and contributions to the bank• Engaged customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions• Ensured prepared documentation was accurate, reflects business intentions, and was consistent with relevant regulations and TD's Code of Conduct and Ethics• Recommended improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence• Participated in the timely and accurate completion of business processes and procedures• Helped build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives Show less

  • Financial Advisor / Investment Consultant

    Nov 2020 - Jan 2022

  • Personal Banking Associate

    May 2019 - Nov 2020
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  Bg wealth group

  Jan 2022 - Aug 2022

  Manager of investor relations

  • Advised clients on ways to eliminate fees in their existing banking and investment plans • Assisted in developing ongoing communication to investors, including email campaigns, quarterly newsletters and arranging quarterly meetings• Developed investment packages for newly acquired properties, such as preparation of PowerPoint materials and other supporting documents• Prepared and distributed paperwork related to investor subscription agreements, promissory note agreements, and quarterly client statements Show less

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  Exchange bank of canada

  Aug 2022 - Dec 2023

  Relationship manager

  • Ensure clients received the best possible rates and service when buying or selling foreign currency (CAD, USD, EUR etc.)• Support corporations to complete payments to vendors, suppliers and clients• Responsible for prospecting, onboarding, and managing relationships with high level executives of Canadian Corporations • Provide necessary support for any onboarding issues and ensure accuracy in due diligence and KYC documents

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  Lyons national bank

  Jan 2024 - now

  • Assistant Branch Manager

    May 2024 - now

  • Assistant Branch Manager

    Jan 2024 - May 2024