Drew Basek

Directed all communication with retail and institutional investors throughout North America. Responsibilities included speaking at conferences, producing all marketing/investment materials and composing and posting all press releases.

Answered investor inquiries via email, telephone and written correspondence.

Fostered strong, positive relationships with key shareholders.

Responsible for selling Gartner’s comprehensive subscription research to portfolio managers and hedge funds throughout Canada.

Recruited to help spearhead a turnaround strategy within the institutional equity division.

Managed customer accounts to secure customer satisfaction and increased repeat business.

Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.

Initiated coverage and generated new business with previously unprofitable accounts.

Re-established relationships with accounts previously abandoned due to lack of revenue generation, while increasing overall commission.

Head of Institutional Sales.

One of the first sales representatives brought on board to help create Dundee Securities Corporation, formed from the amalgamation of Eagle & Partners with Deacon Morgan.

Achieved top sales ranking within one year; appointed to the position of Head of Sales in 2004 after consistently ranking as the firms top producer.

Trained and mentored new sales representatives.

Hired as the junior salesperson on the institutional equity desk. Within twelve months became the top sales producer, a position held until National Bank purchased First Marathon Securities, resulting in the termination of all Levesque Beaubien sales and trading staff.