Hard working and self-motivated professional with 10 years of real estate industry experience with superior record of accomplishment.
Passionate about driving business growth and creating a positive team environment.
Strong Leader and dedicated problem solver, proficient in using independent decision making and sound judgment
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate Director
Scotiabank
05.2019 - Current
Provide real estate project financing to the largest private developers in Canada across all asset classes, with deals up to $100M, within a multi-billion dollar portfolio
Built and maintained relationships with new and existing clients to understand current product use and cross sell new products to generate revenue.
Write business proposals, supported by financial underwriting, due diligence, and risk modelling
Led teams of up to 4 analysts/associates, supervising daily performance as well as training and improvement plans.
Relationship Manager
Desjardins
06.2017 - 05.2019
Provide financing to the medium to large private real estate developers in the Toronto area, as part of Desjardins's inaugural team established outside of Quebec.
Create business proposals using financial analysis and due diligence
Consistently met or exceeded business development targets, while fostering strong relationships.
Portfolio Management Analyst
GWL Realty Advisors
02.2016 - 06.2017
Created new client marketing material for one of the largest private real estate equity funds in Canada.
Create reports associated with portfolio performance and risk exposure to support Portfolio Managers
Developed a new rebalancing tool to minimize risk exposures for the portfolio
Financial Analyst - Corporate Real Estate
Scotiabank
01.2014 - 02.2016
Completed financial reports, providing insight into profitability, operations and cash flow as related to Scotiabank owned branch network and offices.
Used accounting software to prepare weekly and monthly financial reports related to expenses, leases, and other costs related to operations.
Education
Post Graduate Degree - Accounting and Financial Management
University Of Waterloo
Waterloo
Bachelors - Accounting and Financial Management
University Of Waterloo
Waterloo, ON
Skills
Client Relationship Building
Business Development
Proposal Writing
Critical Thinking
Financial Analysis
Coaching and Mentoring
Accomplishments
Achieved Scotiabank's Best of the Best award for outstanding client relationship building and services.
Languages
English
Native or Bilingual
Certification
Chartered Financial Analyst (CFA)
Timeline
Associate Director
Scotiabank
05.2019 - Current
Relationship Manager
Desjardins
06.2017 - 05.2019
Portfolio Management Analyst
GWL Realty Advisors
02.2016 - 06.2017
Financial Analyst - Corporate Real Estate
Scotiabank
01.2014 - 02.2016
Post Graduate Degree - Accounting and Financial Management
University Of Waterloo
Bachelors - Accounting and Financial Management
University Of Waterloo
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