Adam Belitzky

• Developed in Excel an investment proposal tool that facilitated creating financial proposals for prospective clients which accelerated new business opportunities and saved investment brokers significant time

• Executed various tasks for investment advisors for business management and development.

• Responsible for distributing and managing forms such as KYC, W-8Ben, RRIF, RRSP, etc, and imputed updated information into the BMO client portal

• Researched databases such as Morningstar, Factset and RIS to assist in the development of client portfolio development

• Updated websites for investment advisors to provide more concise information for clients

• Supported and assisted the Director of Finance and Accounting in raising $12 million of equity for company growth

• Researched and communicated with venture capital organizations and supported outreach activities for capital investments

• Managed accounts payable and processing the company’s expense accounts and credit card expenses

• Managed and tabulated Proxies and Votes at the Annual General Meeting