Experience

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  Invesco canada

  Oct 2009 - Jun 2014

  Principal RFP Writer (opportunities $20M-$900M) Lead on due diligence requirements and plan member communications Prepared presentations and marketing materials for PM roadshows, due diligence meetings, consultant pitches Collaborated with cross-functional teams in Canada: Product, Marketing, Legal, Compliance, Institutional Relations, Fund Reporting Liaised with cross-functional teams abroad: Product teams in Atlanta, Dallas, Henley, Hong Kong; RFP team in Atlanta Show less

  • Business Development Associate, Institutional Investments

    Feb 2012 - Jun 2014

  • Client Relations Associate

    Oct 2009 - Jan 2012
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  Big brothers big sisters of toronto

  Jun 2014 - Feb 2015

  Manager, development (contract)

  Principal writer of RFPs; LOIs; Stewardship reportsBuilt on existing, and established new relationships with key stakeholders associated with corporations, foundations and government donorsImproved Direct Mail results - worked with direct mail company to improve ROIResearched sector trends, statistics and methods to identify opportunities and enhance core messaging in alignment with stakeholder requirements Stewarded and Retained Donors - developed detailed Stewardship and Engagement plan and initiated implementationExplored new methods and suggested new approaches to the Manager, Development roleExpanded Thank-a-thon to include long term donorsPresented to donors and BBBST Board of DirectorsUtilized a more targeted approach to identify and solicit new donors Worked with Coordinator, Development to establish database management procedures to improve accuracy and consistency and drive targeted solicitations (i.e. Employee Volunteer Program; Match Maker) Show less

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  Hays

  Apr 2015 - now

  Lead on all bids and proposals (RFx channel) submissions across Canada and the United States. Collaborator with Sales, Business Development, Marketing, Legal and Back Office teams to ensure the successful delivery of quality bids and proposals. Identify and qualify opportunities; assist in the development of the submission strategy; ensure messaging is consistent and relevant across our business; conduct debriefings; maintain lessons learned documentation. Ongoing reporting and analytics of the RFx business to Hays executive team and Hays Canada Board.RFx portal and database utilization.RFx Library management; Reference/Case Study Library management. Provide training and presentations to the business on RFx priorities, best practices, and support. Show less Lead on all bids and proposals (RFx channel) submissions across Canada. Project Manager on account implementation/fulfillment plans through the RFx channel, providing end-to-end oversight and support to develop new/key client accounts. Collaborator with Sales, Business Development, Marketing, Legal and Back Office teams to ensure the successful delivery of quality bids and proposals. Identify and qualify opportunities; assist in the development of the submission strategy; ensure messaging is consistent and relevant across our business; conduct debriefings; maintain lessons learned documentation. Ongoing reporting and analytics of the RFx business to Hays executive team and Hays Canada Board.CRM utilization and management. RFx Library management; Reference/Case Study Library management. Provide training and presentations to the business on RFx priorities, best practices, and support. Show less

  • Senior Manager, Bids & Proposals

    Aug 2021 - now

  • RFP Manager, North America

    May 2017 - Aug 2021

  • Bids & Proposals Specialist, Canada

    Apr 2015 - May 2017