Experience

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  Bank of montreal

  Apr 2011 - Jun 2014

  Senior service representative
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  Rbc global asset management

  Jun 2014 - Feb 2021

  RBC Global Asset Management is the asset management division of Royal Bank of Canada; a provider of global investment management services and solutions to individual, high-net-worth and institutional investors through mutual funds, exchange-traded funds, hedge funds, pooled funds, separate accounts and specialty investment strategies. In 2019, RBC GAM partnered with BlackRock Canada to provide the largest full-service ETF platform in Canada.- Led and participated in brainstorming sessions for global initiatives, including product launches, marquee events, and key brand initiatives.- Worked closely with senior leaders across multiple lines of business to ensure seamless communication strategies and team alignments.- Managed cross-functional teams to produce educational content, advertisements, product briefs, event assets, and investor presentations for B2C, B2B, and institutional lines of business.- Collaborated with internal stakeholders to produce quarterly ESG reports, highlighting shifts in Environmental, Social, and Governance practices among publicly traded companies.- Managed and delegated incoming marketing requests from sales teams and business leaders to the marketing department.- Leveraged sales, public, and proprietary website data to make informed marketing decisions and provide recommendations to business leaders.- Conceptualized and led the deployment of various sales enablement materials.- Reinvisioned and streamlined legacy processes, resulting in significant time and cost savings. Show less - Led and coordinated complex, cross-departmental initiatives involving large data sets.- Managed monthly & quarterly investor communications, financial statements, informational product sheets, and various other collaterals in collaboration with analyst, compliance, legal, and product teams.- Reviewed and edited communications to ensure clarity and accuracy of information.- Re-envisioned multiple legacy processes, resulting in new efficiencies and significant business cost-savings, while reducing error rates of manual labour. Show less - Collaborated with marketing and other teams to execute regional sales-driven campaigns.- Planned, sourced, and executed regional events to support market conditions.- Developed and established relationships with B2B clients and their teams.- Analyzed and identified areas of opportunity or risk based on data reports.- Assisted in creating annual business plans for various Canadian territories.- Served as key contact for rules and regulations regarding RBC GAM sales policy, procedures, and compliance guidelines, ensuring team adherence. Show less

  • Manager, Brand and Product Marketing

    Aug 2018 - Feb 2021

  • Marketing and Regulatory Communications, Associate

    Jan 2016 - Aug 2018

  • Sales Coordinator, Advisor Channel Sales

    Jun 2014 - Jan 2016
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  Jm marketing

  Feb 2021 - Jun 2022

  Marketing consultant

  As a Marketing Consultant, I collaborated with select clients to craft and implement tailored marketing strategies that drove measurable results. My work spanned a range of initiatives, including overseeing website migrations, creating impactful marketing assets for events and trade shows, mapping client journeys to optimize digital experiences, and refining digital strategies to align with unique business goals. Leveraging a data-driven approach, I delivered innovative solutions that enhanced brand awareness while ultimately leading to increased sales. Key highlights include:- Designed and executed promotional email campaigns for clients, achieving high open and click-through rates, driving significant sales conversions.- Mapped and optimized client journeys to deliver personalized digital experiences.- Managed the creation of various digital and print marketing assets to establish cohesive experiences and generate high-quality leads.- Developed and implemented SEO strategies, including on-page optimization, keyword targeting, and content recommendations, resulting in improved organic traffic and higher search engine rankings for client websites. Show less

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  Savvy certification ltd

  Jun 2022 - now

  Co-founder

  Savvy Certification offers a specialized solution in professional education and certification (CIDESCO-endorsed). By leveraging an accessible online platform, we provide a streamlined experience for learners and educators alike, facilitating an internationally recognized certification program. Our cloud-based approach allows institutions and individuals to access a robust suite of tools, from content delivery to progress tracking and credential verification, all without the need for software installations. With Savvy Certification’s model, professionals can achieve and maintain their industry-standard certification through a flexible, scalable, and user-friendly online environment that supports their educational and career advancement goals.- Invited to co-found this firm, leveraging prior successes in marketing strategy and brand development to establish an internationally recognized and CIDESCO-endorsed education platform.- Spearheaded the design and execution of personalized buyer journeys and automated workflows, driving engagement, course completion rates, and operational efficiency.- Led the development of marketing assets and campaigns, achieving measurable growth while supporting international partnerships with schools and educators.- Integrated AI solutions and data insights to enhance user experiences, support informed decisions, and improve process efficiency across departments.- Leveraged cloud-based platforms and AI tools to streamline student support, automate content creation, and enhance course delivery; implemented an AI chatbot for real-time inquiries and developed a credential verification system with searchable student records.- Oversee international B2B partnerships, developing business-led and co-marketing strategies, and delivering solutions that support shared objectives. Show less