Business development professional with proven track record in driving growth and fostering strong client relationships. Known for strategic thinking, effective communication, and strong focus on team collaboration to achieve results. Skilled in market analysis, negotiation, and partnership development, with flexible approach to meet changing needs. Trusted for reliability and consistently delivering on objectives.
Overview
32
32
years of professional experience
Work History
Business Development and Marketing Strategist
Independent Consultant
01.2019 - Current
Generated 72% increase in sales through effective networking and marketing strategies
Established, initiated and optimized business development strategies based on KPI's, product specifications, market data and budget factors
Collaborated with cross-functional teams such as Finance, Legal, Operations & Logistics to develop pricing models that align with business objectives while maximizing revenue potential
Provided analytical support in developing financial projections resulting in 56% increase in revenue
Targeted both offline and online consumers by designing multi-pronged, comprehensive marketing strategy
Director of Marketing and Business Development
CHOKLAT INC
01.2019 - 01.2021
Company Overview: Instrumental in receiving Cannabis Processing License in January 2020, received within 10 months of application
Developed relationships with C-level decision makers
Negotiated and facilitated sales and distribution agreement with Sundial Growers
Developed negotiating strategies and positions by examining risks and potentials as well as estimating partners' needs and goals
Worked closely with CEO and SVP to develop customer acquisition strategies to obtain maximum sales volume and profitability
Built and managed team of sales and account managers increasing territory growth by 40% YOY
Designed and implemented processes to enhance sales productivity, through pipelines, CRM tools, and targeted education
Increased viable lead generation by 47% in first year
Created new brand awareness, through marketing, sales materials, and sales replication for Cannabis Infused Edibles
Developed relationships with existing client bases at all levels of hierarchy, establishing brand awareness
Managed and maintained structured analysis of target markets, clients and documentation in CRM system
Generated new sales contracts of $12M Q1
Defined and integrated roles, responsibilities and processes for business team and data management organization
Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit
Investor Relations
Teras Resources Inc
01.2004 - 01.2014
Responsible for communicating to and educating financial community about company's strategy, business activities, financial performance, operating model, key metrics, and plans for long-term shareholder value
Advised CEO and CFO on feedback and reaction to key activities, such as acquisitions and divestitures, restructurings, capital allocation decisions, and other corporate changes, as well as competitive comparisons with peers
Communicated daily with investment community, serving as key relationship responsible for quantitative analytics, including detailed knowledge of financial statements
Increased Total Shareholder Return by 37%
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
Led earnings process, including drafting press releases and materials collaborating with internal legal, finance and business division
Wrote annual report
Supported senior management with setting guidance and managing expectations, peer benchmarking, market intelligence and investor feedback
Developed and maintained analyst, investor and competitive intelligence databases
Proactively monitored sale estimates
Partnered with internal and external corporate counsel on ASC compliance, governance, annual meetings, including proxy solicitation, and pretty unique shareholder forum on executive compensation
Director
EPIPHANY CAPITAL INVESTMENTS LTD
01.2006 - 01.2010
Company Overview: Corporate Finance Partnership entity formed and focusing on venture capital
As partner; focused primarily on business development, short term and long-term strategic business growth, planning and execution
Investor relations with proven ability to secure capital and manage all equity and debt aspects of business
Successful experience in building and managing strong management and sales team
Within 11 months developed and formed private equity fund which was appointed General Manager
Consistently exceeded annual ROI expectations
Spearheaded innovative approaches to resource allocation and strategic planning
Oversaw operations and provided corrective feedback to achieve daily and long-term goals
Formed strategic partnerships and connected with potential clients to drive business development
Leveraged professional networks and industry knowledge to strengthen client relationships
Evaluated company documentation to verify alignment with regulatory requirements
Corporate Finance Partnership entity formed and focusing on venture capital
Instructor
Lethbridge Community College
01.2001 - 01.2004
Accomplished educator with demonstrated ability to teach, motivate, and direct students while maintaining high interest and achievement
Articulate communicator able to effectively interact with diverse populations of students at variety of academic levels
Consistently maintain relations with students, parents, faculty, and administrators
Self-motivated with strong planning, organizational and leadership skills
Evaluated and revised lesson plans and course content to achieve student-centered learning
Used learning assessments to regularly monitor student understanding of class concepts and materials
Investor Relations
IMAGING DYNAMICS
01.2001 - 01.2004
Company Overview: Digital X-Ray Technology
Built understanding and relationships of trust with financial media, analysts and shareholders
Increased investor confidence that IDC had ability to create measurable value
Participated in 'Road Show's' to raise capital for Imaging Dynamics's
Successfully oversubscribed IPO (initial public offering) by 27%
Responsible for writing and verbally communicating relevant investment facts about Companies' stock
Wrote and coordinated all aspects of Imaging Dynamics's annual report
Digital X-Ray Technology
VP sales manager/Financial Analyst/Trader
ROTHENBERG CAPITAL MANAGEMENT
01.1993 - 01.2001
Launched, and oversaw execution of Mortgage Brokerage Division within Rothenberg Capital Management
Conceived, developed and implemented series of innovative HR programs, services and leadership initiatives, including comprehensive supervisory training, performance-based incentive compensation programs and succession planning
Conducted extensive recruiting as sole recruiter accountable for filling 12 management, technical and professional positions in 6 months
Selected to serve on Executive Council to provide ongoing tactical support and advice in setting growth objectives
Achieved profitability within eight months of operation
Researched and implemented leading technology
Developed product offerings and innovative expense management processes
Critical thinker and adept negotiator who can apply extensive knowledge of industry and government regulations to rapid revenue & profit growth opportunities
Astute, results-oriented leader with proven success in managing multimillion-dollar mortgage, home equity, and consumer lending product operations
Given full autonomy for establishing policies and procedures, defining staff and management requirements
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts
Developed and deepened client relationships to cement profitable partnerships
Business Development Manager
NATIONAL TRUST / SCOTIA BANK
01.1993 - 01.1994
Developed and underwrote $33 million dollars of new business first year, winning rookie of year
Consistently in top 3% for prairie region throughout
Strong track record of consistent business development, building market presence, generating profitability in highly competitive environment
Cultivated corporate clients through local networking and customer referrals
Expert presentation, negotiation and communication skills with keen abilities in planning, goal setting, strategy implementation and follow-up
Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability
Education
Bachelor of Commerce - Finance
University of Calgary
Calgary, AB
MBA - Finance
University of Western Ontario
London, ON
Skills
CRM management
Competitive analysis
Relationship building
Team leadership
Effective communication
Financial forecasting
Continuous improvement
Project management
Languages
English
Native or Bilingual
German
Native or Bilingual
Timeline
Business Development and Marketing Strategist
Independent Consultant
01.2019 - Current
Director of Marketing and Business Development
CHOKLAT INC
01.2019 - 01.2021
Director
EPIPHANY CAPITAL INVESTMENTS LTD
01.2006 - 01.2010
Investor Relations
Teras Resources Inc
01.2004 - 01.2014
Instructor
Lethbridge Community College
01.2001 - 01.2004
Investor Relations
IMAGING DYNAMICS
01.2001 - 01.2004
VP sales manager/Financial Analyst/Trader
ROTHENBERG CAPITAL MANAGEMENT
01.1993 - 01.2001
Business Development Manager
NATIONAL TRUST / SCOTIA BANK
01.1993 - 01.1994
Bachelor of Commerce - Finance
University of Calgary
MBA - Finance
University of Western Ontario
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