Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

John Gizzarelli

Caledon East,ON
John Gizzarelli

Summary

Driven investment professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager. Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations. Hardworking and passionate job seeker with strong organizational skills eager to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

18
years of professional experience
1
Certification

Work History

ScotiaMcLeod

Investment Associate
07.2021 - Current

Job overview

  • Evaluated performance of existing investments and adjusted accordingly.
  • Assessed and reported on performance attribution on monthly and quarterly bases.
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.

ScotiaMcLeod

Senior Associate
07.2019 - 07.2021

Job overview

  • Created promotional materials to advertise products and services.
  • Maintained relationships with customers to maximize sales opportunities.
  • Managed customer relations through communication and helpful interactions.
  • Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
  • Trained and supported new team members, maintaining culture of collaboration.
  • Identified customer needs and wants to enhance customer experiences and boost sales.
  • Developed and implemented strategies to increase customer satisfaction and engagement.

ScotiaMcLeod

Administrative Associate
04.2017 - 07.2021

Job overview

  • Transcribed and organized information to assist in preparing client meetings and presentations.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.

ScotiaMcLeod

Operations Assistant
05.2016 - 04.2017

Job overview

  • Completed daily logs for management review.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Provided administrative support with accurate document preparation and data entry.
  • Followed detailed directions from management to complete daily paperwork and computer data entry.
  • Managed and maintained file system covering expenses, reports, and support documentation.
  • Solved problems timely and effectively, ensuring customer satisfaction.
  • Assisted operations manager with planning of routine operations and special projects.

Scotiabank

Customer Service Representative
05.2014 - 04.2016

Job overview

  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.

Aquicon Construction

Assistant Site Supervisor
04.2008 - 08.2015

Job overview

  • Worked with personnel and managers to meet strict timelines.
  • Implemented best practices and safe operating procedures.
  • Guided employees and contractors in task completion, offering assistance to meet tight deadlines.
  • Delivered reports to construction manager to detail project updates and likely completion dates, noting delays and causes.
  • Prioritized and delegated workload based on available materials.
  • Troubleshot issues to keep machinery and tools operational.
  • Enhanced communication between construction management and personnel to facilitate smooth project completion.
  • Identified and eliminated safety risks through additional training.
  • Resolved issues among team members to keep employees on task.

Education

University of Guelph
Guelph, ON

Bachelor Of Commerce from Lang School of Business And Economics
04.2016

University Overview

Skills

  • Global Equity Portfolio Management
  • Portfolio Construction
  • Trade Allocations
  • Equity Capital Markets

Certification

  • Canadian Securities Course 1 & 2
  • Canadian Practices Handbook
  • Derivatives Fundamentals Futures & Options
  • Wealth Management Essentials
  • Advanced Investment Strategies

Timeline

Investment Associate
ScotiaMcLeod
07.2021 - Current
Senior Associate
ScotiaMcLeod
07.2019 - 07.2021
Administrative Associate
ScotiaMcLeod
04.2017 - 07.2021
Operations Assistant
ScotiaMcLeod
05.2016 - 04.2017
Customer Service Representative
Scotiabank
05.2014 - 04.2016
Assistant Site Supervisor
Aquicon Construction
04.2008 - 08.2015
University of Guelph
Bachelor Of Commerce from Lang School of Business And Economics
John Gizzarelli