MARTIN KARADZIC
North Vancouver,BC
Summary
High-performing business and finance professional with a strong track record of successful roles in foreign exchange, banking, and private equity.
My goal with any organization is to create, sustain, and grow value through application of academic knowledge and relevant experience.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Dealing Representative | Compliance Officer
Waverley Corporate Financial Services Ltd.
02.2021 - Current
- Private equity investment consulting with accredited and eligible investors
- Raising capital for investment issuers through marketing and sales initiatives
- Maintaining current knowledge of institutional grade investment products
- Maintaining current knowledge of exempt market policies and procedures including KYP, KYC, and suitability criteria.
- Developing operational efficiencies for business process management
Personal Banker
Bank of Montreal
11.2021 - 02.2022
- Identifying and engaging in sales/service opportunities through outbound communication
- Engaging with clients in personal/business banking, credit card, investment, and lending products
- Maintaining up-to-date knowledge of products, promotions, as well as banking policies and procedures.
Business Development | Corporate Trader
Mercantile Exchange Corporation
09.2019 - 11.2021
- Managing and developing a corporate client database
- Prospecting, qualifying, and engaging potential clients
- Identifying decision makers and communicating foreign exchange services
- Researching and understanding the impact of economic indicators on various foreign currencies
- Facilitating the KYC application process while compliant with AML/ATF and FINTRAC policies.
Bartender
Boston Pizza
01.2018 - 09.2019
- Managing and closing the bar lounge on weekend nights
- Maintaining responsible restaurant etiquette with customers and co-workers.
Valet
Impark
06.2015 - 01.2018
- Managing a 100+ car parking lot
- Providing customer service at a four-diamond casino resort.
Inside Sales
Lenspen Group
05.2013 - 05.2015
- Managing a test-market retail location (9 months)
- Providing logistics, sales, and project management support to the COO
- Managing artwork, product, and information inquiries with global clients
- Organizing marketing, social & digital media, publicity, and tradeshow activities.
Education
BBA - Business Management
Langara School of Management
Vancouver04.2018
Skills
- Executive functions and critical thinking
- Time management and organization
- Punctuality and detail orientation
- Patience and attentiveness
- Sales, communication, and client relations
- Financial, marketing, and business acumen
- Business, technical, and essay writing
- Research, analysis, and reporting
- Client Relationship Building
References
- David Bowes, Mercantile Exchange Corporation, National Sales Manager, 604 306 9619
- Adam Gant, North America Home Finance, Real Estate Advisor, 250 920 8003
- Donald McDonald, Waverley Corporate Financial Services, CEO, 647 478 4299
- Peter Meurrens, Lenspen Group, VP Operations/President (Eyeglass Division), 778 319 6333
Languages
English
Native or Bilingual
Macedonian
Native or Bilingual
Montenegrin
Native or Bilingual
Certification
Canadian Securities Course - CSC | CPH | WME - No Expiry
Timeline
Personal Banker
Bank of Montreal
11.2021 - 02.2022
Dealing Representative | Compliance Officer
Waverley Corporate Financial Services Ltd.
02.2021 - Current
Business Development | Corporate Trader
Mercantile Exchange Corporation
09.2019 - 11.2021
Bartender
Boston Pizza
01.2018 - 09.2019
Valet
Impark
06.2015 - 01.2018
Inside Sales
Lenspen Group
05.2013 - 05.2015
BBA - Business Management
Langara School of Management
Canadian Securities Course - CSC | CPH | WME - No Expiry
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