Marc-André Wall
Montreal,Canada
Summary
Dynamic Senior Account Executive with over 5 years of expertise in fintech and SaaS solutions, dedicated to fostering long-term client relationships and managing comprehensive sales cycles. Proven track record of consistently surpassing revenue targets demonstrates a commitment to driving business growth through strategic market expansion. Skilled in delivering customized, data-driven solutions that address the unique needs of a diverse clientele, ensuring client satisfaction and loyalty. Passionate about leveraging industry insights to create impactful results and enhance overall business performance.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Account Executive
Inovestor
Montreal, Canada
01.2024 - Current
- Exceeded targets consistently and effectively managed client relationships
- Played a pivotal role in consultative selling strategies to drive business growth
- Served as project manager for onboarding new clients and maintaining existing relationships
- Instrumental in developing and optimizing sales processes for increased efficiency
- Contributed significantly to the acquisition of the largest Canadian competitor in the industry
Account Executive
Inovestor
Montreal, Canada
09.2022 - 12.2023
- Surpassed sales targets consistently by effectively managing existing clients and growing new sales within assigned territory
- Presented in-person to large groups, delivering impactful presentations to drive sales and secure new business opportunities
Senior Investment Specialist-Equity and Options
BMO Wealth Management - Canada
Montreal, Canada
08.2020 - 02.2022
- Provided customized investment services to high-net-worth clients, surpassing service benchmarks
- Executed intricate trades, including derivatives, on behalf of clients, ensuring accuracy and compliance
- Educated clients on advanced trading tools, such as ICE Market Pro, to enhance decision-making skills
Investment Specialist
BMO Wealth Management - Canada
Montreal, Canada
06.2019 - 08.2020
- Orchestrated trades across a wide range of asset classes, such as equities, fixed income, and mutual funds
- Provided expert guidance to clients on personal and corporate financial strategies, enabling them to make well-informed decisions
- Exceeded quarterly sales targets on a regular basis, resulting in the acquisition of more than $10 million in new assets and successfully upselling financial products
Emergency Department Unit Coordinator Class 2
CIUSSS du Centre-Ouest-de-l’Île-de-Montréal | CIUSSS West-Central Montreal
Montreal, Canada
07.2014 - 09.2019
Registration Clerk Class 3
CIUSSS du Centre-Ouest-de-l’Île-de-Montréal | CIUSSS West-Central Montreal
Montreal, Canada
07.2011 - 12.2014
Education
Finance
Concordia University
01-2019
Skills
- Relationship building
- Team collaboration
- Sales quota achievement
- Strategic selling
- Consultative sales
Languages
English, Professional
French, Professional
Certification
- Derivatives Fundamentals and Options Licensing Course, Canadian Securities Institute, 2021-03
- CPH, Canadian Securities Institute, 2020-01
- CSC, Canadian Securities Institute, 2019-10
Timeline
Senior Account Executive
Inovestor
01.2024 - Current
Account Executive
Inovestor
09.2022 - 12.2023
Senior Investment Specialist-Equity and Options
BMO Wealth Management - Canada
08.2020 - 02.2022
Investment Specialist
BMO Wealth Management - Canada
06.2019 - 08.2020
Emergency Department Unit Coordinator Class 2
CIUSSS du Centre-Ouest-de-l’Île-de-Montréal | CIUSSS West-Central Montreal
07.2014 - 09.2019
Registration Clerk Class 3
CIUSSS du Centre-Ouest-de-l’Île-de-Montréal | CIUSSS West-Central Montreal
07.2011 - 12.2014
Finance
Concordia University