Matthew Dickinson
Ottawa,Ontario
Judge a man by his questions rather than his answers.
Voltaire
Summary
Forward-thinking project management specialist confident in leading team members, managing schedules and coordinating resources. Keeps projects on-track with decisive supervision and quick problem-solving. Persuasive in communicating and negotiating with internal team members, vendors and other stakeholders.
Overview
8
8
years of professional experience
Work History
Licensed Financial Professional
World Financial Group
Ottawa, ON
01.2021 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Provided advice on tax-advantaged investment opportunities.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
Director
LimeFrog Inc
Ottawa, ON
06.2019 - Current
- Managed budgeting and financial planning processes for the organization.
- Developed policies and procedures to ensure compliance with corporate standards.
- Established relationships with vendors and suppliers to secure favorable terms for materials or services.
- Monitored market conditions and competitor activities to inform business decisions.
- Implemented systems for tracking progress on key initiatives or projects.
- Cultivated strong relationships with customers by responding promptly to inquiries or complaints.
Director of Marketing Special Events
BMW Car Club Ottawa
Ottawa, ON
02.2016 - 06.2018
- Created promotional materials such as press releases, newsletters, brochures and flyers to promote special events.
- Organized, managed, and monitored all aspects of special event planning and execution.
- Coordinated with vendors to ensure successful delivery of services for special events.
- Managed budgeting process for special events including tracking expenses and revenue.
- Collaborated with internal departments to ensure that all objectives were met within the timeline and budget.
- Identified potential sponsorships opportunities for special events and negotiated terms of agreements with sponsors.
Education
Some College (No Degree) - HLLPQ - Life, Accident And Sickness Insurance
06.2021
- Ethics, Accident & Sickness, Life Insurance & Segregated Funds. Course selection teaches financial planning investments and risk management for individuals families and small to medium businesses plus 32.5 additional CE Credits - Final mark of 83% in the program.
Some College (No Degree) - OMVIC - Certified in Automotive Law and Ethics.
03.2021
Skills
- Operations Management
- Logistics Management
- Business Planning
- Business Development
- Project Coordination
- Business Administration
- Project Management
- Issues Resolution
- Strategic Planning
- Creativity and Innovation
- Advising on Investments
- Sales Follow-Up
- Risk Assessment
- Stock Market Expertise
- Client Relations
- Funding Education
- Planning for Retirement
- Retirement Planning
- Financial Planning
- Lead Generation
- Wealth Management
- Relationship Building and Management
- Data Analysis
- Inventory Control
- Project Planning
- Resource Allocation
- Vendor Sourcing
- Cost Control
- Presentations
- Schedule Oversight
- Renovations, Building, and Demolition
- Scope Development
- Estimating
- Reading Building and Site plans
- Spatial Perception
- Manual Dexterity
- Interest in AutoCAD & Graphic design
- Interest in Building sciences
- Interest in Eco friendly Building Certifications like LEED, Passive, Living Building Challenge, Net Zero and Zero Energy/Emissions Buildings
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Licensed Financial Professional - World Financial Group
01.2021 - Current
Director - LimeFrog Inc
06.2019 - Current
Director of Marketing Special Events - BMW Car Club Ottawa
02.2016 - 06.2018
Durham College - Some College (No Degree), HLLPQ - Life, Accident And Sickness Insurance
Georgian College of Applied Arts And Technology - Some College (No Degree), OMVIC - Certified in Automotive Law and Ethics.
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