Roxanne Reid
Fredericton,NB
Summary
Known for high productivity, attention to detail and efficient task completion meeting all compliance and regulatory requirements.
Strategic thinker who loves problem solving and closing deals.
Believes in long term relationship building. The highest compliment is when clients refer their family and friends.
Overview
18
18
years of professional experience
Work History
Founder
Capital Valuations by The Reid Group
, Canada
06.2022 - Current
- Business/Asset Valuations for loans, growth and buy/sell
- Sourcing alternative lenders
- Negotiation of buy/sell agreements
Advisor
Sunbelt Business Broker
, Canada
12.2020 - 06.2022
- Top performing new advisor winning the first inaugural Barry Johnston Memorial Scholarship
- Engaging small business owners to sell their businesses
- Proactively sourcing buyers and funding solutions to complete the sell
Branch Manager/Small Business Manager/Investment Advisor
RBC/Scotiabank
, Canada
10.2009 - 03.2020
- Responsible for credit products/insurance/investments
- Lead team to achieving 202% of annual goal
- 1st Place Net Promoter Score, leading Western NB District, Atlantic Region, placing 2nd in Canada (2018-2020)
- Leader in First Time Right for Mortgage Applications
- Top performer in insurance solutions on credit products
Life Insurance Representative
SunLife Financial
, Canada
01.2007 - 01.2009
- Met all Quick Start Program Goals, Ranked 3rd in district out of 178 advisors
- Utilized advanced knowledge of insurance products to create and preserve estates, manage risk and grow net worth
- Sold the single highest insurance policy in the history of the branch
Education
Equipment Appraisals
Institute of Equipment Valuations
Executive Education - M&A Professional
Colombia School of Business
06.2022
Mastery of Negotiations -
Harvard School of Business
01-2021
Certified Business Intermediary -
International Business Brokers Association
06-2022
Chief Compliance Officer -
Canadian Securities Institute
02-2015
Chartered Life Underwriter -
Advocis
10-2017
Life License Qualification Program (LLQP)
IFSE Institute
Ottawa, ON01-2005
Skills
Negotiation
Problem Solving
Time Management
Attention to Details
Active Listening
Timeline
Founder
Capital Valuations by The Reid Group
06.2022 - Current
Advisor
Sunbelt Business Broker
12.2020 - 06.2022
Branch Manager/Small Business Manager/Investment Advisor
RBC/Scotiabank
10.2009 - 03.2020
Life Insurance Representative
SunLife Financial
01.2007 - 01.2009
Equipment Appraisals
Institute of Equipment Valuations
Executive Education - M&A Professional
Colombia School of Business
Mastery of Negotiations -
Harvard School of Business
Certified Business Intermediary -
International Business Brokers Association
Chief Compliance Officer -
Canadian Securities Institute
Chartered Life Underwriter -
Advocis
Life License Qualification Program (LLQP)
IFSE Institute
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