Accomplished entrepreneur with a proven track record in financial literacy education at The Money Fix Institute, showcasing strategic thinking and relationship building. Spearheaded innovative solutions and partnerships, driving market presence and profitability. Expert in financial management and fostering strong client relationships, leading to sustained business growth and enhanced operational efficiency.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Founder and CFWO
The Money Fix Institute
Halifax, NS
02.2017 - Current
Financial Literacy Education for SME.
Established a successful business by identifying market needs and developing innovative solutions.
Developed strong partnerships with key industry players, contributing to an increased market presence.
Defined company roles and responsibilities to establish and enhance processes.
Co-Owner/Operator
ZAMJA Enterprises Inc
Nova Scotia
06.2005 - 02.2017
Addressed customer complaints promptly, resulting in improved client satisfaction rates and increased loyalty.
Evaluated competitor strategies in order to stay ahead in the industry by adopting innovative approaches tailored specifically towards our unique target audience.
Spearheaded employee training programs to improve skills and boost morale.
Established performance metrics for staff evaluation purposes, promoting accountability among team members while setting clear expectations regarding their roles within the company structure.
Developed and maintained strong relationships with vendors to ensure timely delivery of products and services.
Maintained accurate financial records, enabling informed decision-making for future growth opportunities.
Collaborated with co-owner to develop strategic plans for business expansion and increased profitability.
Oversaw inventory management for optimal stock levels, minimizing waste, and reducing costs.
Managed daily business operations, resulting in smooth workflow and enhanced productivity.
Regional Manager, Investment Services
Great-West Life & Annuity Insurance Company
Nova Scotia
01.1999 - 06.2013
Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
Developed and executed successful business plans that resulted in improved market share and profitability within the region.
Secured key accounts with customized sales presentations showcasing unique value propositions tailored to prospective clients'' needs.
Built and deepened partnerships with industry leaders to strengthen collaborative efforts and promote mutual profitability.
Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
Boosted regional sales by implementing targeted marketing strategies and fostering strong client relationships.