

With over 15 years of professional experience, my roles have involved sales, business development, liaising with clients, planning, presentations, and research. I specialize in building lasting client relationships and developing effective strategies for growth. My career has provided exposure to a number of industries like Finance, Real Estate, Investing, Commercial servicing and business solutions. Entrepreneurial key account specialist with strong sales and relationship management experience. Strategic thinker for engagement and long term customer loyalty
My role involved marketing private investment opportunities to accredited investors, managing and growing ongoing client relationships and develop and implement sales strategies. Communicating within the regulations of KYP & KYC, and articulating industry and economic trends, investment performance and appropriate risk.
Exempt Market Proficiency IFSE Institute, Toronto, Ontario