Jim Bateman
Coquitlam,British Columbia
Summary
Results-driven and highly accomplished financial advisor and business leader with extensive experience in upper management, leadership, and entrepreneurial ventures. With over 20 years of experience in the food & beverage industry, proven expertise in overseeing operations, driving business growth, and implementing strategic financial solutions. Dynamic and certified coach with a track record of mentoring teams, optimizing operations, and successfully opening and managing multiple businesses. Strength lies in delivering innovative financial strategies to businesses and individuals through extensive experience in business development, financial planning, and investment management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Advisor
Sun Life
02.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Director of Food & Beverage
Pinnacle International
01.2019 - 01.2024
- Managing Director for both locations with 3 more in the wings
- Responsible for all operations of both locations
- Creating a brand for Tutto to open multiple locations in next 2 years
- Overseeing and teaching 14 managers and almost 80 staff
General Manager
Marriott Pinnacle
01.2018 - 12.2018
- Hired in August to help create and launch Showcase as a brand with a new identity
- Developed several new systems, policies, and procedures
- Ran the day-to-day operations on the floor
- Worked directly with all other department heads within the hotel
General Manager
Glowbal Group
01.2016 - 12.2018
- Responsible for overseeing all operations of the restaurant
- Create budgets and forecast sales and events for the year
- Run P&L meetings monthly to maximize profits and teach management how to run a business
- Oversee all department costing: Food, LWB, Labour and Variables
- Monitor daily sales and execution of service with my management team
- Develop great relationships with all guests to ensure repeat business
- Hire and develop all front of house management
- Ensure a high level of service every day and provide daily feedback to staff and management
- Create a professional and fun workplace environment for all to work in
Owner, Operator
Saltimbocca Restaurant
01.2013 - 12.2015
- Company Overview: Maui
- First time owner of a restaurant
- I was responsible for overseeing the entire operations
- Implemented all systems from inventory, A/P, A/R, Payroll, menu development, marketing
- Hired and trained all staff and management
- Developed great relationships in the community with local businesses and hotels
- Gained an incredible amount of experience and appreciation for what it takes to own a business
- Maui
General Manager
Wailea Marriot Resort & Spa
01.2011 - 12.2013
- Company Overview: Maui
- Responsible for overseeing the entire operations of celebrity owned Mala restaurant
- Implemented numerous administrative changes to improve profitability
- In 2 years, we accomplished an impressive improvement in over all profit
- In 2 years, Mala saw the best sales and over all profit since opening 6 years ago
- Elevated the service of a casual fine dining restaurant to rival the service of the surrounding fine dining restaurants in Wailea
- Maui
General Manager/Director of Operations
McLean’s Restaurant
01.2009 - 12.2011
- Company Overview: Vancouver
- I was hired by Kirk McLean to open his new restaurant in Gastown
- Everything was created from scratch starting with the branding itself of McLean’s
- Many of my duties were to develop and implement all levels of the business model required for an operating restaurant
- Everything from budgets, inventories, accounting spreadsheets, training packages, ordering procedures, health and safety guidelines (WCB) had to be created and implemented
- I engaged in a very aggressive marketing plan, using TV and radio media, print media, social media and direct marketing
- Vancouver
General Manager
Glowbal Group
01.2008 - 12.2009
- Responsible for the entire operations of one of Vancouver’s busiest and most successful restaurants
- During my time there, The Italian Kitchen remained one of the busiest and most profitable restaurants in the city even through a huge economic challenge for our industry
Education
Canadian Investment Funds Course
IFSE Institute
Vancouver03-2024
Insurance Council of BC - Life and Accident Sickness
Insurance Council of BC
09.2022
Business And Personal Coach
Certified Coaches Federation
Vancouver, BC05-2022
Landmark Forum -
Landmark Forum
01.2010
Simon Fraser University - Criminology, Psychology
Simon Fraser University
06.2002
Langara College - Criminal Justice Program
Langara College
05.2001
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Client relations
- Financial services
Certification
- Serving it Right, 12/31/22
- Food Safe Level 1 & 2, 12/31/23
- Standard First Aid with CPR C & AED, 11/30/22
- Certified Professional Coach
Languages
English
Native or Bilingual
Timeline
Financial Advisor
Sun Life
02.2024 - Current
Director of Food & Beverage
Pinnacle International
01.2019 - 01.2024
General Manager
Marriott Pinnacle
01.2018 - 12.2018
General Manager
Glowbal Group
01.2016 - 12.2018
Owner, Operator
Saltimbocca Restaurant
01.2013 - 12.2015
General Manager
Wailea Marriot Resort & Spa
01.2011 - 12.2013
General Manager/Director of Operations
McLean’s Restaurant
01.2009 - 12.2011
General Manager
Glowbal Group
01.2008 - 12.2009
Insurance Council of BC - Life and Accident Sickness
Insurance Council of BC
Landmark Forum -
Landmark Forum
Langara College - Criminal Justice Program
Langara College
Canadian Investment Funds Course
IFSE Institute
Business And Personal Coach
Certified Coaches Federation
Simon Fraser University - Criminology, Psychology
Simon Fraser University
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