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Work experience

Corporate Development Manager

Corporate Development Manager at
Jan 2015Feb 2015


Culture and Talent
2 months) Manager at
Feb 2014Aug 2014

Account Manager

Business Development + Account Manager at (7 months) #Build and develop key industry and customer relationships #Business development activities to new and existing clients #Ensuring exceptional service delivery #Develop sales pipeline of potential customers #Constantly looking for new opportunities for sales channels within the local market #Consistently deliver a superior brand experience to everyone who interacts with the company
Aug 2012Feb 2014

Portfolio Analyst

Portfolio Analyst at Mitchell Investment Counsel (1 year 7 months) Review and prepare daily trade orders for client accounts Liaising with brokers & custodians to ensure best price & efficient trade settlement Monitoring and reconciling accounts and reporting discrepancies to PMs Prepare performance reports as requested Work with the Portfolio Manager and the Client Service team to interpret and take action on client requests and requirements for non-investment matters Fund Accountant at Matrix Asset Management
May 2010Nov 2011

Portfolio Administrator

SEAMARK Asset Management
Portfolio Administrator at (1 year 7 months) Preparing quarterly billing invoices and accounts receivable and custodian fee remittance files Assisting accounting with monthly revenue accruals and variance analysis Overseeing new account set up and account change processes, including initial preparation and review of completed documentation Overseeing the delivery of new account and account change data to accounting, compliance and portfolio management areas and set up of securities transfer information Daily review of custodial reports to verify the accurate transmittal of the previous day's security transactions Processing manual trade transactions on our portfolio accounting software as well as cash receipt and disbursement entries
Nov 2009May 2010

Investment Representative

TD Waterhouse
Investment Representative at (7 months) Executed client instructions in accordance with industry and TD Waterhouse trading policy Provided accurate and timely information on market activity, company products and services and customer account information Proactively identified customer needs and offered appropriate solutions by learning about TD Waterhouse products and services and their applicability to customer/market situations
Jun 2008Aug 2008

Service Representative

Canadian Western Bank
Sales and Service Representative at (3 months) Performed various financial transactions including deposits, withdrawals, fund transfers, currency exchange, money orders and bank drafts. Processed large volumes of transactions with exceptional accuracy and speed while maintaining customer confidentiality Collaborated with other tellers, service representatives and supervisors to ensure that customers received accurate information and that procedural and legal guidelines were followed
Jun 2007Aug 2007

Service Consultant

Energy Services
Service Consultant at (3 months) Handled a high influx of inbound calls within a dynamic call center environment Relayed market news about gas and energy prices to consumers Managed multiple priorities and maintained effective results in a quota driven workplace Exercised strong interpersonal communication skills with customers and department personnel Skills & Expertise Investments Mutual Funds Equities Asset Managment Page2 Portfolio Management Financial Analysis Financial Modeling




Dalhousie University


University of Alberta