6+ Years of banking experience across Capital Markets, Commercial banking, and Technology and operation.
3+ Year of analyzing and structuring complex commerical credit. Worked with diversified industries with a focus on Indigenous owned business, real estate, & professional practices.
Strong knowledge of the Canadian Commercial Banking marketplace.
Overview
3
3
years of professional experience
Work History
Commercial Account Manager
TD Bank
05.2022 - Current
Negotiate, structure, & underwrite commercial credit solutions up to $10,000,000 for new and existing business clients at all life stages through disciplined sales approach, client relations, and in-depth understanding of commercial lending products.
Acquisition of 6 new clients, along with 5 increased business lending opportunities through complex and creative solutions.
Portfolio directly specialized in professional practices, requiring a well versed understanding of competitive structuring.
Indirectly manage a team of 4 bankers through a deal team to provide exceptional portfolio management.
Relationship Manager
BMO Bank of Montreal
12.2020 - 05.2022
Grew revenue in client portfolio by 20% with existing client relationships along with acquisition of 20 new clients for FY2021 and 15 new clients for FY2022 through COI's including accountants, lawyers, internal sources, and existing client referrals resulting in over $40MM in deposits
Lead key initiatives in Greater Toronto Market for Indigenous client acquisitions with involvement in strategic initiatives across Canada through direct partnership with Indigenous Banking Unit.
In-depth knowledge of Cash Management and partnership with POS and HR management systems delivering penetration of 40% of client portfolio. Revenue FY2021 achievement of 140% above target.
Education
Bachelor of Commerce - Finance and Economics
Toronto Metropolitan University
Toronto, ON
2019
Skills
Commercial Credit Structuring
Deal Team Management
Client Relationships
Real Estate and Professional Practice Financing
Indigenous Credit and Client Relationships
Indigenous Reconciliation
Treasurer at Native Canadian Centre of Toronto
Coach for Indigenous Team Ontario U19 Baseball Team
Active involvement with financial literacy programs for Indigenous High School graduates
Provide mentoring for student athletes and community members in home community of Tyendinaga Mohawk Territory
Timeline
Commercial Account Manager
TD Bank
05.2022 - Current
Relationship Manager
BMO Bank of Montreal
12.2020 - 05.2022
Bachelor of Commerce - Finance and Economics
Toronto Metropolitan University
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