Douglas McKenzie
Summary
Dynamic leader with a proven track record at D.H.M. Financial Services Ltd., driving strategic initiatives that enhanced client engagement and operational efficiency. Expert in organizational leadership and strategic planning, I excel in cultivating partnerships and mentoring teams to achieve high performance and compliance in the financial services sector.
Overview
31
31
years of professional experience
Work History
President
D.H.M. Financial Services Ltd.
03.1997 - Current
- Developed strategic initiatives to enhance client engagement and retention across diverse financial services.
- Oversaw comprehensive financial planning processes, ensuring alignment with organizational goals and compliance standards.
- Directed cross-functional teams in implementing innovative financial solutions, driving operational efficiency and customer satisfaction.
- Analyzed market trends to inform product development, resulting in competitive positioning within the financial services industry.
- Cultivated partnerships with key stakeholders to expand service offerings and increase market share.
Branch Manager
First City Trust
02.1994 - 03.1998
- Led branch operations, ensuring compliance with regulatory policies and procedures.
- Developed and implemented strategic plans to enhance customer service and operational efficiency.
- Managed budgeting processes, optimizing resource allocation across various departments.
- Trained and mentored staff, fostering a culture of continuous improvement and high performance.
Education
High School Diploma -
Notre Dame College
Wilcox, SK05-1964
Skills
- Leadership team building
- Organizational leadership
- Strategic planning
- Operational excellence
Timeline
President
D.H.M. Financial Services Ltd.
03.1997 - Current
Branch Manager
First City Trust
02.1994 - 03.1998
High School Diploma -
Notre Dame College
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