Accomplished executive with a proven track record at Foyston, Gordon & Payne, enhancing client portfolios and spearheading business development initiatives across Quebec and Eastern Canada. Expert in asset management and relationship building, Led teams to manage $10 billion in US fixed income portfolios, significantly boosting profitability and operational efficiency.
Delivered consulting expertise to diverse institutional pension funds
Offered specialized investment consulting services catering to the needs of various pension plans, with emphasis on Labour clients.
Performed portfolio management duties for various Canadian fixed income portfolios encompassing both institutional and retail clients.
Provided client servicing when required. Example: a large institutional client located in the Middle East
Implemented the recommendations from my prior position as VP Strategic Initiatives.
Contributed to operational efficiency and increased profitability through process improvement
Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
Provided investment advice to clients in the venture capital industry in Denver, Colorado as well as the life insurance sector headquartered in Des Moines, Iowa.
Contributed to the Debt Capital Markets team, assisting with corporate debt issuance.
I was also a member of a group focusing on finding solutions to improve profitability in the insurance sector.
Successfully built and supervised a diverse team responsible for the management of various internal US fixed income portfolios totaling $10 billion
Performed analysis of the company's matched book as part of my role as an analyst
Evaluated and analyzed creditworthiness for the commercial loan portfolio.