Brian Kam, CFA

Experience

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  JPMorganChase

  May 2007 - Dec 2007

  Financial Service Advisor (Internship)

  Provided solutions for client base of 36 million accounts with transactions approaching $1 million dollars in debt monthly to minimize debt burden and create opportunities Exceeded sales goals on a consistent basis through up selling account features and proprietary Chase Card products resulting in achieving top sales awards twice over two quartersFast paced sales environment bolstered ability to work in teams, individually, and to meet demanding sales metrics

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  Union Securities International Ltd.

  May 2008 - Aug 2008

  Compliance Team Intern (Internship)

  Conducted due diligence on 25,000+ registered and cash equity, derivative, and fixed income accounts to ensure strict adherence to British Columbia Securities Commission standards of conduct and regulations.Developed strong eye for detail and methodological framework to reviewing pertinent client account information to avoid penalties from the British Columbia Securities Commission and the Investment Dealers Association.

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  TD

  Jul 2009 - Mar 2016

  -Responsible for owning and developing new and existing client relationships, business development, deal negotiation, onboarding and retention of a portfolio of Commercial Mid-market Businesses in the Greater Vancouver Regional Area.-Responsible for Deal Negotiation, Financial Analysis, and Risk Management functions covering two distinct market areas, initially with the Coquitlam Tri-Cities region later covering the North Shore to Whistler/Pemberton-Critiqued, conducted financial analysis, and stress tested business/financial models for operating projections, cash flows, and leverage triggers for the purposes of Senior Debt Origination (leverage options for acquisitions, capital expansions, reorganizations, amongst others) for capital requirements between $0.5 to $2.5 million. Show less

  • Commercial Account Manager (Jr. Director)

    Nov 2011 - Mar 2016

  • Financial Service Representative

    Jul 2009 - Oct 2011
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  TD

  Aug 2016 - now

  -Primarily responsible for the assessment analysis of Borrowers and Prospective Borrowers Financial Performance, Forecasting, Sensitization, Financial Modeling rooted in Business Key Performance Indicators applicable to both internal and external requirements for Credit Risk monitoring;-Balanced opposing Business goals through implementation of financial controls, risk policies, against Borrower/Prospective Borrower business financing asks to increase overall Bank profitability and enable Business growth;-Critiqued, conducted financial analysis, and stress tested business/financial models for operating projections, cash flows, and leverage triggers for the purposes of Senior Debt Origination (purposed for acquisitions, capital expansions, reorganizations, and equity take outs amongst other business rationales) for capital requirements $25 million and onwards; Show less -Spearheaded an initiative to expand the Bank's book of business targeting export focused Commercial Large Businesses in the Greater Vancouver Regional Area.-Responsible for Business Development initiatives, Deal Negotiation, Onboarding and Retention in balance with the Bank's risk tolerances.-Critiqued, conducted financial analysis, and stress tested business/financial models inclusive of operating projections, cash flows, and leverage triggers for the purposes of Senior Debt Origination (purposed for acquisitions, capital expansions, reorganizations, and equity take outs amongst other business rationales) for capital requirements between $2.5 to $30 million Show less

  • Senior Financial Analyst

    Apr 2018 - now

  • Relationship Manager (Director)

    Aug 2016 - Apr 2018
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  RBC

  Jun 2022 - now

  Vice President Finance

  RBC Corporate Client Group