Summary
Overview
Work History
Education
Skills
Languages
Playing Golf, Playing soccer, Watch basketball, Watch enthusiast, Art enthusiast
Timeline
Generic

MBI TABETANDO

Ottawa,ON

Summary

A very bilingual performance-driven individual, well versed as an interface to drive results and performance in collaborations between the private and government sectors. With over a decades' worth of experience managing and consulting in finance, energy and infrastructure sectors ensuring that private sector ecosystems are in sync with government policies and regulatory requirements. Passionate about leadership, and can work just as efficiently either as a leader or being led. Skilled in financial management, analysis and stakeholder relations. A collaborative and dedicated team-player with an ability to multi-task with a high degree of accuracy.

Overview

22
22
years of professional experience

Work History

Investment Consultant & Personal Banker

TD Bank
05.2023 - Current
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all aspects of the role.
  • Increased client satisfaction by providing personalized investment strategies and financial planning advice.
  • Provided comprehensive market insights to clients, enabling them to make informed investment choices amid market fluctuations.
  • Delivered informative and engaging presentations to prospective clients, showcasing firm's expertise in wealth management and investment advisory services.
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
  • Leveraged advanced analytical tools to evaluate potential investments for suitability within client portfolios based on individual needs and objectives.
  • Participated in professional development programs to further enhance expertise in my filed.
  • Cultivated long-lasting relationships with key stakeholders such as fund managers, brokers, legal advisers, tax consultants ensuring seamless execution of transactions.
  • Enhanced portfolio performance by conducting thorough research and analysis on various investment opportunities.
  • Collaborated with senior management on strategic initiatives aimed at driving organizational growth within competitive financial landscape.
  • Managed diverse range of client accounts, including high-net-worth individuals, families, and businesses.
  • 40% contribution out of four investment consultants

Advisor Specialist & Supervisor

Alterna Bank & Credit Union
02.2021 - 05.2023
  • Responsible for 50% of performance in a team of three advisors, even while performing all my supervisory duties.
  • Built and maintained relationships with clients to provide ongoing support.
  • Facilitated communication and collaboration between departments to help business function smoothly.
  • Planned, developed, and implemented strategies to convey information with key decision makers.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Assisted in the development of training materials for new advisors, improving overall team performance.
  • Trained new and existing employees on customer service best practices to improve overall customer handling skills.
  • Produced detailed reports outlining key issues and proposed solutions.
  • Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
  • Conducted workplace compliance training to reduce liability risks and operate effectively.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Improved processes by recommending operational changes.

Director of African Operations

Immunify Life
01.2021 - Current
  • Founding and active role as adviser, coordinator for projects in all African countries, currently involved in, whilst I constantly work on seeking apt partnerships to work on developing solutions to address infectious diseases such as Malaria, Tuberculosis, HIV/AIDS amongst many.

Senior Executive & Managing Director (Oil & Gas, Energy)

Bowleven
01.2009 - 11.2019
  • General Administration, HR management, Investor Relations (IR) and Public Relations, Financial management, Operations & Quality Control
  • Boosted operational efficiency through implementation of lean principles, resulting in reduced waste and improved production timelines.
  • Streamlined operations for increased efficiency by identifying bottlenecks in sales processes and implementing targeted solutions.
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
  • Negotiated favorable contract terms with vendors, leading to significant cost savings while maintaining product quality and timely delivery.
  • Managed large-scale projects with budgets exceeding $50 million, ensuring completion within specified timeframes while adhering to strict quality standards.
  • Established and directed successful programs focused on seismic operations and exploration drilling.
  • Managed risk effectively by instituting comprehensive mitigation strategies across organization's operations.
  • In collaboration with competent finance team, implemented robust financial controls and reporting systems, ensuring accurate forecasting and budget management.
  • Directed large-scale projects from inception to completion on time/budget with strict adherence to quality standards.

Founder — Oil & Gas, Energy, Infrastructure (Advisory)

STIMILON Global Inc.
01.2017 - 01.2019
  • Acted as business consultant, adviser and liaison for clients, engaged in, ‘oil and gas, social housing, healthcare management systems, ports infrastructure development, renewable energy solution and hydropower’, crude oil refinery solutions, in Namibia, Ghana, Nigeria, Liberia, Cameroon, Malawi and Guyana
  • Established a successful business by identifying market needs and developing innovative solutions.
  • Oversaw financial management activities such as budgeting, forecasting, and cash flow monitoring for improved financial stability.
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Secured funding for company growth through investor relations and networking activities.
  • Collaborated with legal, accounting and other professional teams in different African countries, to review and maintain compliance with regulations within the sectors we were involved in.
  • Helped navigate clients/investors through very difficult and complex terrain that included complex regulatory and operational laws in certain countries.

Asset Manager

Principal Financial Group
01.2005 - 01.2009
  • Liaised with Investment Fund Managers, Provided individual asset management services/consulting, Provided ongoing financial educational seminars for the employees, Managed client assets according to investment preferences and goals

Senior Financial Consultant | Asst. VP, Asset Management

JP Morgan Chase
01.2002 - 01.2005
  • Co-managed UN pensions, investments and finances, Involved in Fund raising activities, analysis of M&A activities, advisory work and investment research, Led and managed the banks relationship with the diplomatic community on offshore investing, banking and lending

Education

Project Management

Google Project Management
Ottawa
09.2023

Certified Scrum Master

Scrum Alliance
Ottawa, ON
08.2022

Certificate in Leadership & Management -

The Wharton School
Pennsylvania
01.2018

MBA -

Keller Graduate School of Management
New York, NY
01.2009

Bachelor of Science -

University of Wales
Wales, UK
01.1995

Skills

  • Organizational Development
  • Excellent Communicator
  • Digital Transformation
  • Strategic Planning
  • Operational leadership
  • Project Management
  • Operational management
  • Policy Development
  • Financial Acumen
  • Cross-Functional Collaboration
  • Analytical and Critical Thinker
  • Negotiation
  • Portfolio Management
  • Business Consulting

Languages

English
Native or Bilingual
French
Full Professional

Playing Golf, Playing soccer, Watch basketball, Watch enthusiast, Art enthusiast

I played soccer at junior national level in my country, and I am not a great golfer but love to play. I collect watches, especially old watches or have ones made just for me. I love learning about and discovering art. 

Timeline

Investment Consultant & Personal Banker

TD Bank
05.2023 - Current

Advisor Specialist & Supervisor

Alterna Bank & Credit Union
02.2021 - 05.2023

Director of African Operations

Immunify Life
01.2021 - Current

Founder — Oil & Gas, Energy, Infrastructure (Advisory)

STIMILON Global Inc.
01.2017 - 01.2019

Senior Executive & Managing Director (Oil & Gas, Energy)

Bowleven
01.2009 - 11.2019

Asset Manager

Principal Financial Group
01.2005 - 01.2009

Senior Financial Consultant | Asst. VP, Asset Management

JP Morgan Chase
01.2002 - 01.2005

Project Management

Google Project Management

Certified Scrum Master

Scrum Alliance

Certificate in Leadership & Management -

The Wharton School

MBA -

Keller Graduate School of Management

Bachelor of Science -

University of Wales

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MBI TABETANDO