
Timeline
About me
Founder
Education

Sheridan college
2011 - 2015Business finance administration
Experience

Tangerine
Aug 2015 - Jan 2022• Developed current vendor management program and supporting playbook that outlines the entire supplier lifecycle and core accountabilities and drive continuous improvements in processes. • Defined the benchmarks to support the vendor management program, i.e. developed vendor scorecards, quarterly operational efficiency deck and incident dashboard for presenting results, including maintaining/enhancing tools for use.• Developed and influenced optimal deal negotiations by reviewing operational expenses related to vendor relationships and evaluating opportunities to find business and contractual efficiencies to drive scalability.o SSGA – saved $80,000, received in credits to TNG invoicing.o PPLUS Termination – saved $140,000 over 5-year contractual termo Univeris Contract negotiation – played a pivotal role in contract negotiation and forecasting contract lifecycle spend • Collaborated cross-functionally across multiple management levels to update Third-Party Risk Management (Coupa/Icertis) tool for critical vendors and proactively troubleshoot emerging issues.• Delivered exceptional project management and operation lead on high profile Global ETF launch for Tangerine Investments in 3 months (2020). • Delivered exceptional project management and operation lead on high profile SRI launch for Tangerine Investments (2022). Show less Assisted Investment Funds Advisors (IFA) with client inquiries as well as escalations. • Contributed to the continuing improvements of the Sales team with respect to Quality and Sales initiatives by tracking reasons for associate calls along with providing feedback through analysis of the quality of IFA calls. • Defined the benchmarks for the CSL role: handling client escalations, trade corrections and client investigations, supporting the IFAs, enforcing policies and procedures. • Generated Outbound Sales Report (weekly and monthly), and the Lead Generation Report (monthly) for the performance team.• Created the 2019 sales forecast for the Outbound and Service and Sales teams. • Responsible for launching the Tangerine Help Platform, including creating core content that educated IFAs on products and minimized low priority calls into the CSL Queue. Show less
Vendor Manager (Bank and Investments)
Mar 2019 - Jan 2022Client Solutions Lead
May 2018 - Mar 2019Investment Funds Advisor
Nov 2016 - May 2018Sales Associate
Aug 2015 - Nov 2016

Boston pizza restaurants, lp.
Mar 2017 - Mar 2019Head of house manager• Responsible for driving the financial success of the unit's operation, by creating promotions and incentives to drive customer loyalty. • Recruited, hired, trained and created monthly schedules to address peak business hours.• Achieved compliance with Quality Assurance, Occupational Health and Safety Act and WHMIS regulations.

Millenilink
Feb 2022 - Jan 2023Technical recruiter• Sourced talent primarily in the IT sector in the network, cloud, cybersecurity, and IAM space, with a focus on front and back end developers• Headhunted (searched and sourced) suitable candidates for IT positions within an organization that meet the demands of both the employer and the candidate• Screened applicants resumes to ensure qualified candidates were being put in front of clients• Worked with high profile clients – Deloitte, KPMG, ThinkOn, and the Ontario Government

A-list solutions inc.
Jan 2023 - nowManaging directorA-List solutions is a talent acquisition firm that seeks to understand client’s strategies, build meaningful relationships based on transparency and trust, as well as expedite searches to deliver timely results.
Licenses & Certifications
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Canadian investment funds course
The investment funds institute of canada (ific)Nov 2016
Honors & Awards
- Awarded to Aaron ViegasSales Award Tangerine Investment Funds Limited Feb 2018 Recognized for bringing in highest sales in dollars.
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