Luigi D'Acunto
Vaughan,ON
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Purchasing Agent
Welded Tube of Canada
Vaughan, ON
02.2022 - Current
- Implements detailed plans and recommends policies/procedures regarding program specific requirements.
- Supervises, motivates and trains stockroom staff, ensuring effective teamwork, high standards of work quality and organizational performance and promoted an environment of continuous learning and innovation.
- Supervises the day to day operation of all stockroom staff including the scheduling, assigning and reviewing of work.
- Ensures that established administrative, procurement and financial policies are applied consistently throughout the division.
- Assists in evaluating quotation submissions and/or participating in evaluation teams as and when required and makes recommendations regarding the selections of the supplier(s).
- Coordinates and supports various contract administration related functions and processes including Purchase Orders (POs) spend and usage analysis, Purchase Order Amendments (POAs), etc. Develops, enhances and maintains procurement tracking and reporting tools related to the procurement portfolio.
- Provides input to the annual Operating and Capital budget preparations as required, related to the financial impact of new contract awards, pricing escalations, etc.
- Designs and recommends processes and procedures related to internal controls and divisional/corporate change initiatives.
- Analyzes business processes and procedures, develops options for process efficiencies and ensures that business processes are carried out in an effective manner and as designed.
- Designs and delivers effective strategies to anticipate and address emerging business needs and changes in corporate policies and procedures while maintaining a high level of customer service, fiscal accountability, innovation, teamwork and results.
Mortgage Agent
Sherwood Mortgage Group
Toronto, ON
09.2022 - 09.2023
- Coordinated activities between clients, lenders, lawyers, and other stakeholders involved in the process.
- Developed creative solutions to meet clients' needs while adhering to federal regulations.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
- Identified lending risks and implemented strategies to reduce loan defaults.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Prepared loan applications for submission to lenders.
- Researched and analyzed market trends to identify potential customers.
- Developed relationships with clients by providing professional advice on mortgage products.
- Conducted financial assessments of applicants' creditworthiness and suitability for mortgages.
Sr. Financial Advisor
CIBC
Vaughan, ON
07.2019 - 08.2022
- Developed financial plans for clients based on their individual needs and long-term goals.
- Conducted client meetings to review progress, assess risk tolerance, and recommend changes to portfolios.
- Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
- Created customized portfolio reports for each client outlining current holdings and future projections of returns.
- Built relationships with clients by offering personalized customer service in order to retain business and attract new clients.
- Prepared presentations for prospective investors containing detailed information about investment opportunities.
- Reviewed legal documents pertaining to investment products prior to recommending them.
- Collaborated with other professionals such as attorneys or CPAs in order to provide comprehensive service offerings for clients.
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
- Reviewed customer complaints and took appropriate action as needed.
- Directed team members in authorizing loans and opening checking and savings accounts.
Financial Services Representative
TD Canada Trust
Toronto, ON
02.2015 - 04.2019
- Conducted regular reviews of existing portfolios to ensure they remain in line with clients' goals.
- Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
- Assisted clients in understanding complex financial concepts and instruments.
- Prepared reports detailing client portfolio performance and asset allocation.
- Monitored market trends to determine the best investment products for clients.
- Analyzed financial data to identify opportunities for increasing profitability.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Processed transactions quickly and accurately in accordance with established procedures.
- Performed in-depth analysis of investment options using industry software tools.
- Gave workshop and other group presentations to inform prospects of options and educate on retirement savings.
Merchandise Stock Associate
The Shoe Company
Vaughan, ON
03.2012 - 02.2015
- Received and processed incoming merchandise shipments.
- Organized stockroom shelves by product type, size, and color.
- Maintained accurate records of inventory levels.
- Checked for damaged or expired goods and removed them from shelves.
- Ensured that all displays were well-stocked and attractive to customers.
- Monitored inventory levels and communicated shortages to supervisors.
- Counted merchandise on hand periodically to ensure accuracy of inventory records.
- Tracked orders for restocking purposes using computer systems or manual forms.
Education
Bachelor of Healthcare Management - Health Studies
York University
Toronto, ON05.2018
Highschool Diploma
St. Joan of Arc Catholic High School
Maple, ON06.2014
Skills
- Procurement
- Inventory Management
- Vendor Relationship Management
- Staff Management
- Strategic Planning
- Goal-Oriented
- Process Monitoring and Improvement
- Training and Mentoring
- Complex Problem-Solving
- Negotiation
- Dependable and Responsible
- Excellent Communication
- Self-Motivated
- Flexible and Adaptable
Certification
- Canadian Securities Certificate
- Mortgage Agent License
- First Aid & CPR Certificate
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Mortgage Agent
Sherwood Mortgage Group
09.2022 - 09.2023
Purchasing Agent
Welded Tube of Canada
02.2022 - Current
Sr. Financial Advisor
CIBC
07.2019 - 08.2022
Financial Services Representative
TD Canada Trust
02.2015 - 04.2019
Merchandise Stock Associate
The Shoe Company
03.2012 - 02.2015
Bachelor of Healthcare Management - Health Studies
York University
Highschool Diploma
St. Joan of Arc Catholic High School
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