Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sr. Consultant
ADP
02.2022 - Current
Optimized/increased visibility for banking group within ADP ecosystem via, metric analysis and subsequent insight (monthly) presentations to and with senior leadership
Leveraged relationship management and operational skills to optimize productivity with cross functional partners and vendors, for smooth, successful transactions of our clients needs
Provided leadership and resolved escalations from internal stakeholders and clients, alike
Increased client satisfaction by providing tailored consulting services and effective problem-solving strategies.
Presented findings and recommendations to executive-level stakeholders, effectively communicating key insights and action plans.
Collaborated with internal teams to develop customized solutions that addressed unique client needs.
Evaluated existing business processes, recommending improvements that led to increased operational efficiency.
Freelance Risk Analyst, Consultant & Sales Coach
Self Employed Services
10.2019 - 02.2022
Championed multiple independent risk management projects, sales, coaching, across various industry verticals, including banking, real estate, through offering business-critical market and financial analysis to drive portfolio and client decisions and expansions
Played a key role in business development efforts for mortgage brokers and agents, contributing to the closure of new sales totaling over $25 million
Championed multiple sales, strategic, and risk reduction initiatives, resulting in cumulative achievements exceeding $35 million.
Reduced financial losses due to effective identification and mitigation of potential risks in the portfolio.
Improved decision-making processes by providing insightful recommendations based on thorough risk analysis.
Informed financial decisions by analyzing financial information to forecast business, industry or economic conditions.
Sr. Collateral Risk Analyst (Contract)
Royal Bank
06.2018 - 10.2019
Primarily accountable for assessing and mitigating potential risks for the bank of the OTC derivatives trades, through effective collateral management and relationship management
Performed MTM analysis to assess market movement and ensure accuracy across collateral valuation in accordance to CSA/ISDA agreements
Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Demonstrated significant informal leadership accountability through facilitating resolution for major incidents and escalations and driving positive process evolution as a key change agent
Streamlined the training process for new employees, enabling them to become fully independent within few weeks of employment compared to the 12-week standard training period.
Expertly handled many legacy portfolios and other high value relationships of over 200 global clients, with day-to-day margin call assessments and collateral trades, relationship management, ranging cumulatively from 10M to $500MM+ (daily) in a high-volume, high-stakes environment with various daily time constraints.
Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders.
Consultant
Outreach Media
01.2014 - 01.2018
Supported this marketing and advertising company as a consultant, pitching creative solutions products and closing business deals with clients in collaboration with the internal Sales team
Effectively gathered and managed client requirements throughout the project life cycle while ensuring timely completion
Liaised with clients to report progress and drive the resolutions of any escalations / changes in requirements as a unifying, solutions-oriented leader.
Developed innovative strategies for clients, resulting in increased revenue and business growth.
Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
Delivered high-quality presentations to stakeholders, effectively communicating project objectives and results.
Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Managed client relationships through regular check-ins and updates on project progress.
Sr. Collateral Analyst (Contract)
Scotiabank, OTC Derivative Collateral Management
01.2013 - 01.2014
Expertly handled many legacy portfolios valued from Ten Million dollars to over one Billion dollars and other high value relationships of over 200 global clients, with day-to-day margin call assessments and collateral trades, relationship management, ranging cumulatively from 10M to $500MM+ (daily)in a high-volume, high-stakes environment with various daily time constraints and other escalations.
Implemented process improvement optimizing the substitution process for Scotiabank through driving enhanced communication with trade settlement facilitators and spread awareness to prevent submission of high-value collateral before receiving return value from counterparty to mitigate risk exposure
Enhanced collateral valuations by conducting thorough research and analysis on various assets.
Reduced credit risk exposure by closely monitoring client portfolios and ensuring proper collateral management practices were followed.
Developed strong relationships with internal and external stakeholders, facilitating efficient communication regarding collateral matters.
Education
Business Administration & Finance -
Algonquin College
Skills
Sales
Relationship Building & Influencing
Client & Account Management
Team Building & Training
Strategic Leadership & Business Development
Transformational Change Management
Risk Management
Regulatory Compliance
Quality Assurance
Portfolio Management
Certification
Mutual Funds Certificate | Investment Funds in Canada (IFIC) 2008
Mortgage Certificate | Real Estate Mortgage Investment Conduit 2016