Summary
Overview
Work History
Education
Skills
LANGUAGES
Affiliations
Timeline
Generic

DAYTON SAUNDERS

Oakville,ON

Summary

Results-driven and highly motivated professional with three years of industry experience in providing comprehensive financial planning and investment advisory services to individuals and businesses. Proven track record of helping clients achieve their financial goals through strategic asset allocation, risk management, and personalized financial solutions. Possess strong analytical skills, deep knowledge of financial markets and supply chain management, and a commitment to staying current with industry trends. Skilled in managing freight coordination to optimize carrier relationships, transportation costs, and customer satisfaction with a focus on efficiency and compliance.

Overview

9
9
years of professional experience

Work History

3PL Logistics

Eljay Shipping Inc.
09.2024 - 03.2025
  • Coordinate freight movements between shippers, carriers, and customers to ensure timely and cost-effective delivery.
  • Negotiated freight rates and managed relationships with third party carriers and vendors.
  • Address and resolve shipping discrepancies, damages, and customer complaints.
  • Monitor shipment status, resolve delays, and proactively communicate updates to stakeholders.

Account Executive

Broadridge Financial Solutions
12.2023 - 06.2024
  • Developed customer relationships and partnerships to meet or exceed revenue and profit goals.
  • Presented product demonstrations and proposals to prospective customers.
  • Coordinated internal tasks related to accounts to ensure clients receive products and services.

Private Wealth Consultant

Wealth Stewards Inc.
05.2022 - 04.2023
  • Worked closely with clients to assess their current financial situations, including income, expenses, assets, and liabilities.
  • Provide guidance on how to invest and manage clients’ assets to meet their financial goals.
  • Analyze investment options to create diversified portfolios, and monitor investments to ensure that they align with clients’ risk tolerance and objectives as outlined in the investment policy statements.

Executive Associate

Wealth Stewards Inc.
08.2020 - 05.2022
  • Worked directly with the Managing Director to support and help him to streamline operations, manage client relationships, and ensure compliance.

Financial Analyst Summer Student

Siemens Canada
05.2019 - 07.2019
  • Analyzed financial data and explained variances in close collaboration with senior business and unit managers.

Executive Research Assistant

ROI Corporation
05.2018 - 09.2018
  • Assisted in dental research, analysis, and administrative tasks to help the firm executives make informed decisions and manage their responsibilities effectively.

Warehouse Worker

Thomson Group of Companies
10.2015 - 12.2016
  • Forklift driver in the Thomson dairy warehouse moving inventory from the stacks to their respective loading docks.
  • Responsible for tracking inventory on a weekly basis.

Education

Bachelor's Degree - Business Administration (financePost)

Trent University
Peterborough, ON
04.2020

High School Diploma - undefined

Appleby College
Oakville, ON
01.2016

Skills

  • Financial Reporting
  • Investment Planning
  • Client Relations
  • Mutual Fund Sales
  • Investments Advising
  • Wealth Management
  • Financial Forecasting
  • Financial Services
  • Financial Planning
  • Business Development
  • Sales Process
  • Investment Advice
  • Risk Assessment
  • Financial Advising
  • 3PL Logistics
  • Supply Chain

LANGUAGES

English
Native or Bilingual

Affiliations

  • Certified Investment Manager CIM (2023-06-01)
  • CSC License (2023-01-01)
  • Investment Management Techniques (2023-02-01)
  • Portfolio Management Techniques (2023-06-01)

Timeline

3PL Logistics

Eljay Shipping Inc.
09.2024 - 03.2025

Account Executive

Broadridge Financial Solutions
12.2023 - 06.2024

Private Wealth Consultant

Wealth Stewards Inc.
05.2022 - 04.2023

Executive Associate

Wealth Stewards Inc.
08.2020 - 05.2022

Financial Analyst Summer Student

Siemens Canada
05.2019 - 07.2019

Executive Research Assistant

ROI Corporation
05.2018 - 09.2018

Warehouse Worker

Thomson Group of Companies
10.2015 - 12.2016

High School Diploma - undefined

Appleby College

Bachelor's Degree - Business Administration (financePost)

Trent University

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