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Work experience

Nov 2012Present

Marketing & Sales Associate

TD Bank

·Develop marketing collateral for the Ultra High Net Worth division within TD Wealth including sales collateral and presentations

·Coordinate exclusive client events including venue selection, invite, and correspondence

·Develop client communication pieces including content development

·Liaise with internal business partners to expand service offering and use project resources

·Support Wealth Advisors with business development and marketing

Sep 2010Nov 2012

Sales Coordinator

TD Bank

·Worked with two Regional Vice Presidents and a Business Development Manager to increase TD Mutual Fund sales in the territory

·Designed marketing sales kits for presentations, campaigns, and meetings

·Managed various projects for the team including new TD Mutual Fund launches and Portfolio Manager presentations

·Communicated with advisors to book meetings and grow business

·Managed client relationship and entertainment expense databases


Sep 2004Apr 2008

Bachelor of Technology

Ryerson University