Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
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Mathieu Galipeau

Mathieu Galipeau

Finance, IT, SaaS,
Toronto,ON

Summary

Highly accomplished and results-driven professional with expertise spanning Finance, IT, SaaS & Hardware Sales, Investment Management & Analysis, Project Management, Product Management, and Account Management.

Throughout my career, I have built a strong track record of success by collaborating with major banks, investment firms, fund management companies, and insurance companies. My fluency in both English and French adds value to my ability to connect and communicate effectively with diverse stakeholders.

Key Strengths:

  • Proven ability to deliver outstanding results in dynamic and challenging environments.
  • Exceptional expertise in optimizing financial operations and driving strategic decision-making.
  • Skilled in leveraging emerging technologies to streamline processes and enhance productivity.
  • Adept at project and product management, successfully delivering complex initiatives on time and within budget.
  • Strong account management and sales acumen, fostering enduring client relationships and consistently surpassing expectations.
  • Recognized for exceptional skills in IT fundamentals, computer science, and emerging technologies like automation, AI, machine learning, and blockchain.

Notable Achievements:

  • Spearheaded successful collaborations with major industry players, fostering mutually beneficial partnerships.
  • Implemented innovative solutions that revolutionized financial processes and resulted in significant cost savings.
  • Led cross-functional teams in executing critical projects, driving revenue growth and market expansion.
  • Developed and implemented comprehensive strategies that enhanced customer satisfaction, retention, and acquisition.
  • Continuously stay ahead of the curve by proactively learning and applying cutting-edge technologies.

With my generally strategic & adaptive mindset, my ability to learn new things quickly, and my ongoing track record of delivering exceptional results in any role, I am well-positioned to make an immediate and valuable impact in a competitive job market.

My comprehensive skill set, proficiency in IT, and strategic mindset make me an outstanding candidate for positions requiring a versatile professional capable of driving success across diverse areas.

By selecting me, you will gain a dedicated and highly skilled professional committed to surpassing goals and contributing to organizational growth. I look forward to the opportunity to leverage my expertise and contribute to the success of your esteemed organization.

Overview

9
9
years of professional experience

Work History

Enterprise Sales Account Manager

Red Had Canada Inc
08.2019 - 08.2022
  • Successfully managed a portfolio of commercial/enterprise accounts, securing large deals and exceeding quota consistently.
  • Proactively engaged with clients, leveraging deep knowledge of Red Hat's Open-Source Development model to drive value and foster long-term partnerships.
  • Utilized strong negotiation and presentation skills to navigate the sales cycle, even in a remote environment.
  • Maintained 100% quota attainment or higher, achieving exceptional results in all territories.
  • Successfully managed given territory & client portfolios while working both independently & also collaboratively in a team environment.

Inside Sales Account Manager

Hewlett-Packard Enterprise
01.2019 - 08.2019
  • Developed and managed relationships with small and medium businesses, driving revenue growth.
  • Successfully managed the entire sales cycle, including prospecting, presenting, objection handling, and closing.
  • Collaborated with cross-functional teams to ensure seamless account coverage and maximize sales opportunities.
  • Prospected new leads with high level of outbound calls to both cold and warm contacts.
  • Developed exceptional rapport with customers to build trust and create value through guided buying decisions.
  • Coordinated on-site visits and technical assessments with Engineers.

Analyst

Manulife Private Wealth
03.2018 - 01.2019
  • Managed high net worth client portfolios, providing personalized support and maintaining compliance.
  • Assisted with account set-ups, rebalancing, and execution of trades to align with investment objectives.
  • Collaborated with Investment Counselors to deliver exceptional service to clients.
  • Queried databases for information needed for report processing.
  • Recommended process improvements to continually identify, analyze and fix constraints and challenges.

Client Experience Manager

Fidelity Investments Canada
01.2018 - 03.2018
  • Supported high-net-worth clients with investment-related needs, providing customized support and resolving inquiries.
  • Collaborated across departments to ensure client satisfaction and drive operational efficiency.
  • Promoted Fidelity Innovations and new system tools to enhance client experience and increase efficiency.

Account Resolution Representative / Client Service Representative

Sun Life Global Investments
05.2015 - 01.2018
  • Provided operational support to advisors, ensuring smooth management of investment accounts.
  • Proactively addressed client needs, exceeding service level expectations and building strong relationships.
  • Contributed to the launch of new products and identified business opportunities.

Bilingual Mutual Fund Trading Administrator / Technical Analyst

National Bank of Canada
06.2014 - 05.2015
  • Facilitated the successful execution of mutual fund orders for high-net-worth clients.
  • Developed procedural guidelines, contributed to process improvements, and delivered high-quality service.
  • Monitored and investigated order statuses, ensuring accuracy and resolving issues promptly.
  • Advised project managers on simultaneous technical workstreams, aiding in alignment of broader business goals.

Assistant Audience Coordinator

Marblemedia
06.2013 - 07.2013
  • Assisted in the management and supervision of the audience members for a TV show
  • Ensured compensation for audience members was effectively distributed and accounted for on a weekly basis.

Education

Diploma - Business Administration | Finance

Sheridan College
06.2014

Professional Certificate - Business Technology Management

Ryerson University
Toronto, ON
06.2020

Professional Certificate - Product Management Certificate

Product School
Remote / Online
08.2021

Professional Certificate - Business Consulting

USIDHR
Remote / Online
12.2022

Professional Licensing Program - Canadian Securities Course (CSC)

Canadian Securities Institute
Toronto, ON
01.2016

Professional Licensing Program - Life License Qualification Program

Financial Services Commission of Ontario
11.2015

High School Diploma -

École Secondaire Sainte-Famille
Mississauga
06.2009

Skills

  • Acquiring New Customers
  • Account Management
  • Acquisition and Retention Strategies
  • Analytical Thinking & Decision Making
  • Business Needs Assessment
  • Business Process Optimization
  • Customer Relationship Management
  • Complex Problem-Solving
  • Database Management
  • Policy Development
  • Scalable Enterprise Software Solutions
  • Strategic Account Planning
  • Financial Management
  • Digital Marketing
  • Strategic Partnership
  • Policy Development and Optimization
  • Business Development and Planning
  • Business Operations & Operational Oversight
  • Process Improvement
  • Conflict Alleviation
  • Market Research & Market Strategy
  • Strategic Direction
  • Business Consulting
  • Sales and Marketing

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Successful people do what unsuccessful people are not willing to do. Don't wish it were easier; wish you were better.
Jim Rohn

Timeline

Enterprise Sales Account Manager

Red Had Canada Inc
08.2019 - 08.2022

Inside Sales Account Manager

Hewlett-Packard Enterprise
01.2019 - 08.2019

Analyst

Manulife Private Wealth
03.2018 - 01.2019

Client Experience Manager

Fidelity Investments Canada
01.2018 - 03.2018

Account Resolution Representative / Client Service Representative

Sun Life Global Investments
05.2015 - 01.2018

Bilingual Mutual Fund Trading Administrator / Technical Analyst

National Bank of Canada
06.2014 - 05.2015

Assistant Audience Coordinator

Marblemedia
06.2013 - 07.2013

Diploma - Business Administration | Finance

Sheridan College

Professional Certificate - Business Technology Management

Ryerson University

Professional Certificate - Product Management Certificate

Product School

Professional Certificate - Business Consulting

USIDHR

Professional Licensing Program - Canadian Securities Course (CSC)

Canadian Securities Institute

Professional Licensing Program - Life License Qualification Program

Financial Services Commission of Ontario

High School Diploma -

École Secondaire Sainte-Famille
Mathieu GalipeauFinance, IT, SaaS,