IBRAHIM LYASSE
MONTREAL,QC
Summary
Sales-oriented and strategic-thinking professional with experience in cultivating partnerships, retaining top clients, and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections and persuasively introducing products. Well-versed in managing client relations and expanding territory.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Experience , Business Development Manager
Purpose Investments
02.2020 - Current
- Determined business development opportunities and implemented effective strategy for client acquisition
- Attended conferences and trade association meetings to represent company and promote Purpose Investments products
- Generated leads and capitalized on valuable business opportunities to bring in new clients
- Maintained meticulous client notes in Salesforce system.
Internal Auditor
Driven
03.2019 - 02.2020
- Completed comprehensive audits of financial and business control systems and operational frameworks
- Investigated discrepancies that were uncovered during audits
- Analyzed data from audits, compiled it into reports and disseminated to proper personnel
- Collaborated with management to address all major risks
- Determined which processes would improve internal controls and operating efficiency for company.
Senior Credit Analyst
Desjardins
07.2017 - 03.2019
- Reviewed customer financial data to ascertain level of risk involved for extending credit
- Collaborated closely with customers, using effective communication and interpersonal strengths to gather important financial information
- Analyzed loan applications submitted by corporations, using liquidity, leverage and credit history to evaluate risk associated with issuing loans
- Utilized automated underwriting and credit analysis systems to generate reports on applications, analyzing debt-to-income ratios and other metrics to assess applications
- Requested financial documents from customers.
Banking Advisor
RBC
08.2015 - 07.2017
- Consulted with clients to assess and meet short- and long-term financial goal
- Developed and deepened relationships with new and existing clients to advance progress and improve business
- Advised customers on credit and investment options available to them
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments
- Implemented diverse wealth management options to meet client objectives.
Education
Certificate, Risk Management - Financial Analysis
University of Toronto
Toronto, ON03.2023
Associate Degree - Accounting
Université De Saint-Boniface
06.2011
Skills
- Relationship Building
- Business Development
- Problem Solving
- Detail-Oriented
- Investment Analysis
- Team Player
- Bilingual (French/English)
- Highly motivated
Certification
Investment Funds in Canada (IFC)
Canadian Securities Course (CSC)
RI Essentials for Investment Professionals (RIA Canada)
Fundamentals of alternative investments (CAIA)
Timeline
Experience , Business Development Manager
Purpose Investments
02.2020 - Current
Internal Auditor
Driven
03.2019 - 02.2020
Senior Credit Analyst
Desjardins
07.2017 - 03.2019
Banking Advisor
RBC
08.2015 - 07.2017
Certificate, Risk Management - Financial Analysis
University of Toronto
Associate Degree - Accounting
Université De Saint-Boniface
Similar Profiles
Yusuf HopkinsYusuf Hopkins
Intake Coordinator at Retreat at Primary PurposeIntake Coordinator at Retreat at Primary Purpose
Joey OntiverosJoey Ontiveros
Nob Hill Foods at All Purpose StaffingNob Hill Foods at All Purpose Staffing
Terry ZacharyTerry Zachary
PCA at Passion 4 PurposePCA at Passion 4 Purpose