CARLO YAU
Coquitlam,Canada
Summary
Accomplished Senior Business Development Manager with a proven track record at The Investing News Network, adept in Salesforce CRM and team building. Excelled in strategic partnership management and financial acumen, achieving a 200% return on a key campaign and consistently surpassing sales targets. Skilled in cultivating high-value client relationships and leading teams to exceed goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Business Development Manager
The Investing News Network
Vancouver , British Columbia
03.2017 - Current
- Spearheaded new business development and sales initiatives, securing partnerships with publicly listed companies across cleantech, mining, and life sciences sectors to amplify their visibility within investor-focused markets.
- Conducted market analysis to identify high-potential opportunities, enabling data-driven decisions and strategic targeting of emerging industry leaders.
- Managed a portfolio of high-value clients, cultivating long-term relationships and providing tailored marketing solutions to address unique company goals and investor engagement strategies.
- Negotiated complex sales agreements with C-level executives, ensuring win-win outcomes and achieving quarterly revenue targets.
- Delivered customized presentations and online demos showcasing INN’s capabilities, demonstrating deep knowledge of client industries and aligning services to their market positioning strategies.
- Developed and executed geofencing and programmatic advertising strategies to maximize client exposure during industry conferences, including PDAC and other sector-specific events.
- Collaborated with cross-functional teams, including content and marketing, to craft compelling campaigns that drove measurable ROI for clients.
- Consistently met and exceeded sales quotas, contributing to overall business growth in a competitive and evolving market environment.
Co-Founder/Partner
Renercap Investments LTD
BC
03.2014 - Current
- Secured contract to provide financial/business consultation to a locally based tech-startup specializing in Location Based Marketing
- Consulted directly with the founders to assist with their pre-seed round of financing for the app and provide guidance in the financing cycle
- Raised 100% of target funding from Proof of Concept to Minimum Viable Product in 14 days
- Conducted business proposals detailing the scope of the market with projected cash flow analysis
- Provided access to market/test-bed the app via our local network of Business Improvement Associations
- Secured contract to provide financial/business consultation to a locally based wood pellet manufacturing plant
- Consulted directly with the Project CEO and CFO to assist with their institutional financing with a target of $5MM USD towards pellet plant expansion in BC
- Conducted a feasibility report on the client's SE Asia expansion plan with a focus on Singapore and Indonesia
- Spearheaded and brokered a sales contract for 10 of the client's patented commercial grade biomass dryer
- Secured contract to provide operational/financial consultation to a Vancouver-based skin care startup company
- Consulted directly with the founder/CEO to plan a capital raise with a target of $5MM USD for the purpose of Above The Line (ATL) marketing
- Brokered relationships for the client to expand POS and improve top line revenue into 10 high end retail locations in Indonesia
Financial Advisor
TD Canada Trust
Burnaby, BC
12.2007 - 03.2014
- Extensive knowledge and experience in building strong relationships with high net worth clients, helping to uncover their needs
- Responsible for selling, cross-selling, and up-selling a wide range of financial products for the bank
- Supervise, train, and motivate cross-functional teams of 5 junior advisors and marketing professionals
- Extensive responsibility for business development, sales, and marketing functions for the Branch
- Collectively achieved Diamond Status twice which is the highest honour in terms of Customer Service according to Customer Experience Index
- Ranked in the top 100 in Canada for Mutual Fund Sales
- Consistently surpass the quarterly target in Investment Solutions and ranked in top 5 in the Region
- Strong ability to lead, train and influence colleagues in exceeding their individual quarterly sales target resulting to 3 junior advisors' promotions within 18 months and the branch exceeding $1 billion CAD in business volume for the first time
- Consistently surpassed the quarterly targets for residential secured lending metrics by 30%
- Regionally ranked in the top quartile for sales performance including Credit Protection on mortgages
- Consistently surpassed the Wealth Partner Referral metric by 25% on a quarterly basis
Senior Associate
Richmark International Management Investment Ltd.
Vancouver, BC
08.2005 - 10.2007
- Managed the Vancouver office for this hedge fund which specialized in FX and precious metal trading
- Responsibilities included but not limited to significant administrative/due diligence and record management functions
- Extensive experience working with ultra high net-worth clients and institutional clients
- Extensive exposure to Hong Kong, Malaysia, and Indonesia markets
- Closed a $50MM USD investment account
- Successfully negotiated a multi-million dollar agreement with overseas partners via Centre Of Influence
- Built a network of affluent clients both domestically and internationally with minimum $1 million USD in investible assets via partnership of personal Centre Of Influence (lawyers, accountants, real estate developers, overseas politicians, etc.)
- Successfully grew revenue by 30% on a quarterly basis during year 1
- Led a team to analyze and streamline administration company-wide to boost efficiency
- Increased Asset Under Management to 500 Million USD during my tenure
Education
Bachelor of Arts - Psychology
University of British Columbia
Vancouver, BC, Canada01.2003
Skills
- Lead prospecting
- Pricing strategy
- Industry networking
- Financial acumen
- Partnership management
- Relationship development
- Team building
- Capital markets
- Raising capital
- Metals markets
- Pricing negotiation
Certification
- Futures Commission Merchant (FCM) Series 3
- Canadian Securities Course Part 1
- Investment Funds of Canada (Canadian Securities Institute)
- Financial Planning 1 (Canadian Securities Institute)
Languages
- English
- Cantonese Chinese
- Conversational Mandarin
Affiliations
Poker, hiking, camping, travelling
Timeline
Senior Business Development Manager
The Investing News Network
03.2017 - Current
Co-Founder/Partner
Renercap Investments LTD
03.2014 - Current
Financial Advisor
TD Canada Trust
12.2007 - 03.2014
Senior Associate
Richmark International Management Investment Ltd.
08.2005 - 10.2007
- Futures Commission Merchant (FCM) Series 3
- Canadian Securities Course Part 1
- Investment Funds of Canada (Canadian Securities Institute)
- Financial Planning 1 (Canadian Securities Institute)
Bachelor of Arts - Psychology
University of British Columbia
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